White-glove service
for every caller —
even during a sell-off
High-net-worth prospects and anxious clients won't wait for a callback. PhoneSteward puts a trained financial services receptionist on every call — live, compliant, and ready to deliver the concierge experience your firm is known for.
Wealth Management Stats
Industry averages
80%
of HNW prospects won't leave a voicemail
5x
more calls during market volatility events
$250K
average AUM lost per missed prospect call
68%
of retirees hire the first advisor who answers
Every missed call erodes trust and AUM
In wealth management, your phone is your pipeline. When prospects and clients can't reach a live person, they question your commitment to their financial future.
High-Net-Worth Prospects Expect Immediate Attention
Affluent investors won't wait on hold or leave a voicemail. When a prospect with $500K+ in investable assets calls, they expect a live, professional voice — not a recording. If you can't deliver that, the advisor down the street will.
$200K+
Average AUM lost per missed high-value prospect call
Missed Calls During Market Volatility
When markets drop, your phone rings off the hook. Anxious clients need reassurance — not a voicemail box. Every unanswered call during a correction erodes trust and accelerates withdrawals.
5x
Increase in inbound calls during market sell-offs
Retirement Inquiries Lost to Voicemail
Baby boomers control over $70 trillion in wealth and they prefer the phone over email. When a retiree calls about a rollover or distribution, a missed call means a lost relationship — often worth six or seven figures.
68%
Of retirees choose the first advisor who answers
Purpose-built for financial advisors
Every feature is designed by people who understand fiduciary responsibility, compliance obligations, and the expectations of affluent clients.
Client Portfolio Inquiry Routing
Our receptionists intelligently route calls based on client tier, account type, and inquiry urgency. Platinum clients reach their dedicated advisor instantly while routine service requests are triaged appropriately.
Salesforce & Redtail CRM Integration
New prospect details, call notes, and follow-up tasks flow directly into your CRM. No manual entry, no lost sticky notes — just a clean activity record waiting when you open your dashboard.
Compliance-Aware Call Handling
Our receptionists are trained on SEC and FINRA communication guidelines. They never provide investment advice, projections, or guarantees — only warm, professional service that protects your compliance record.
Urgent Market-Event Triage
During flash crashes, Fed announcements, or market corrections, our team follows your escalation protocol. Priority clients get patched through instantly while routine calls are queued with a reassuring message.
Appointment Scheduling for Reviews
Book annual reviews, portfolio check-ins, and prospect consultations directly into your calendar — Calendly, Redtail, or your preferred scheduler. Automated confirmations reduce no-shows by 40%.
White-Glove Caller Experience
Every caller is greeted by name when possible, using your firm's custom script and branding. From the first hello to the warm transfer, the experience feels like a dedicated in-house concierge.
How Townsend Capital added $42M in AUM in one year
Townsend Capital Group is a boutique wealth management firm in Scottsdale, Arizona, serving high-net-worth retirees and pre-retirees. Before PhoneSteward, their two-person front office was missing an average of 33 prospect calls per month — primarily during market hours when advisors were in client meetings.
Within 90 days of switching to PhoneSteward, the firm captured 67% more prospect calls, onboarded 133% more new clients per month, and reduced their cost per acquisition by 60%. The Redtail integration eliminated double-entry, saving operations staff an estimated 12 hours per week.
Townsend Capital Group
4 advisors · Wealth Management · Scottsdale, AZ
Monthly Prospect Calls
85
142
Calls Answered Live
61%
99.2%
New Clients Onboarded
6 / mo
14 / mo
Cost per Acquisition
$1,200
$480
Bottom Line
PhoneSteward helped Townsend Capital add an estimated $42M in new AUM over 12 months at a cost of less than $1,800 per month — a return of over 200:1.
Trusted by advisors who value every relationship
Hear from wealth management firms that made the switch to PhoneSteward.
“PhoneSteward transformed how we handle inbound calls. During last quarter's market correction, they fielded over 200 calls in a single week — reassuring clients with our approved scripts while I focused on portfolio management. We've added $18M in AUM since switching.”
Richard Townsend
Senior Wealth Advisor, Townsend Capital Group
Scottsdale, AZ
“Our previous answering service treated every caller the same. PhoneSteward recognizes our platinum-tier clients by name and routes them instantly. The Redtail integration alone saves my team 10 hours a week. This is the white-glove experience our clients expect.”
Catherine Zhao
Managing Partner, Zhao Wealth Advisors
Charlotte, NC
Trusted by 150+ advisory firms managing $8B+ in combined AUM
PhoneSteward maintains SOC 2 Type II certification and full compliance awareness for SEC and FINRA communication standards. All call data is encrypted at rest and in transit.
See PhoneSteward for Financial Advisors in action
Book a 15-minute demo and hear exactly how our financial services receptionists handle calls for advisory firms like yours. No commitment, no pressure.