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Templates · Professional Services

Financial Advisor Bot Template

Qualify wealth management leads with goals and portfolio size.

Best for
Financial advisors, wealth managers
Estimated setup
10 minutes
You fill in
Financial Advisory Firm Name, Office Phone Number, Consultation Scheduling Link

The conversation, step by step

These are the messages and questions in the template as it comes. Words in brackets are filled in from your business details or from the visitor's earlier answers. A visitor sees only the steps that match the buttons they choose, and you can change any wording, add steps or remove them in the flow builder.

  1. Welcome to [Financial Advisory Firm Name]. We help individuals and families build and protect wealth.
  2. What's your primary financial goal right now?
    • Retirement Planning
    • Investment Management
    • Estate Planning
    • College Savings
    • Tax-Efficient Investing
    • General Financial Planning
  3. Where are you in your financial journey?
    • Just starting out
    • Building wealth
    • Approaching retirement
    • Already retired
  4. What are your approximate investable assets?
    • Under $100K
    • $100K - $500K
    • $500K - $1M
    • $1M - $5M
    • $5M+
    • Prefer not to say
  5. The visitor is saved as a lead, tagged:
    • high_value
    • financial_lead
  6. Are you currently working with a financial advisor?
    • Yes, but looking to switch
    • No, never have
    • Had one in the past
  7. The visitor is saved as a lead, tagged:
    • switching_advisor
    • financial_lead
  8. The visitor is saved as a lead, tagged:
    • new_client
    • financial_lead
  9. To schedule a complimentary consultation, what is your name? The visitor types a reply.
  10. Your email address? The visitor types an email address.
  11. And your phone number? The visitor types a phone number.
  12. Thank you, [visitor's client name]. A Certified Financial Planner from [Financial Advisory Firm Name] will contact you within 1 business day. Your initial consultation is complimentary and without obligation. Or schedule directly: [Consultation Scheduling Link] Disclaimer: This information is for educational purposes only and should not be considered investment advice. Past performance does not guarantee future results.

What you get with each lead

Every lead this template collects appears in your Alma leads inbox with the answers the visitor gave and these tags, so you can sort and follow up: high_value, financial_lead, switching_advisor, new_client. Alma emails you when a new lead arrives. On the Growth plan and up you can also send leads to other software through Zapier, and the Agency plan adds webhooks.

Questions your flow does not cover

A template answers the paths it was built for. To answer other questions in the visitor's own words, add AI answering for $25 a month: it replies from business information you provide as text, which the Alma team loads into your bot. The article on how a knowledge base chatbot works explains what to write.

Start from this template and make it yours.

The free trial lasts 14 days. Pick this template, fill in your details, change any wording, and add the chatbot to your site with one line of code.

Use this template → See all templates

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