# AI receptionist for financial advisors > An AI receptionist and answering service for financial advisors that explains your services and connects prospective and current clients to licensed staff. Professional services · AI answering service Keep client meetings uninterrupted. Prospective clients want to know how you work, and current clients want their advisor. Rinzo answers from your firm’s public information and connects callers to the right advisor or support staff. [$39 USD/month](https://rinzo.ai/pricing.md) (First month free on monthly. Prepaid from $19/month with 24-month prepay ($456 upfront).) [Start your free month →](https://signup.rinzo.ai/) [Call our AI receptionist: +1 604 455 3737](tel:+16044553737) Monthly plan; then $39 USD/month. Card required. AI talk time $0.10/min on top of calling; 30 AI minutes in your free month. A call in your business Illustrative conversation · responses depend on your setup **Caller** “Do you help with retirement planning for small-business owners?” **Rinzo AI Receptionist** “I can explain our planning services and connect you with an advisor who works with new clients.” Next step **New-client advisor** Why the first answer matters ## A review meeting should not be broken up by the phone. Questions about your services, minimums, and meeting formats come in throughout the day. A consistent first answer helps new inquiries, while anything about a client’s accounts goes straight to your licensed team. Use your own business facts, instructions, and documents to shape the conversation. When a caller asks for a person, Rinzo puts them through to a destination you configure. If that person can’t take the call, it takes a message for them. [How the AI Receptionist works →](https://rinzo.ai/ai-receptionist.md) The calls you know well ## What callers can get help with. ### New-client inquiries Explain the planning and advisory services you describe publicly and how an introductory meeting works. Connect interested callers to the advisor or associate who handles new clients. ### Meetings and office information Share your office locations, meeting formats, and what to bring to a first meeting. Your team confirms meeting times. ### Current clients Route clients to their advisor or client-service staff. Account balances, transactions, and recommendations stay with licensed staff in your existing systems. Your information. Your way of working. ## Give it the details your callers need. Use your firm’s approved public descriptions for the knowledge base and keep client records out of it. Configure new-client and client-service destinations separately. Have your compliance contact review the greeting and handoff wording before going live. Upload PDF, Word, text, or Markdown documents, review their extracted text, and publish your updates when ready. ### Start with these details - Public service descriptions - Office locations and meeting formats - Introductory meeting process - Advisor and client service team contacts Keep a route to a person or voicemail for questions that need more help. Beyond the first conversation ## The rest of your phone system is here, too. ### Advisors on one system Give advisors and support staff extensions on one plan. [See how it works →](https://rinzo.ai/docs/extensions.md) ### Calls from anywhere Use the browser Softphone or a SIP phone in the office or at home. [See how it works →](https://rinzo.ai/docs/phones.md) Part of your business phone system ## AI answering. A team behind it. Rinzo brings the receptionist, extensions, ring groups, business hours, mobile forwarding, and voicemail together in one account. When nobody can take a call, the receptionist takes a message, and it arrives in your voicemail with a text summary. [Explore the phone system →](https://rinzo.ai/platform.md) ### Included in your plan The AI receptionist is part of your plan, with no monthly fee: you pay $0.10 a minute while it is talking with a caller, in 6-second increments, from your prepaid credit. Your free month includes 30 AI minutes. The call it answers is an inbound call like any other: it uses your included minutes, then costs $0.02 a minute. You choose where it answers in your call routing. The whole phone system, a business number, and 100 minutes a month. No per-user fees. [$39 USD/month](https://rinzo.ai/pricing.md) (First month free on monthly. Prepaid from $19/month with 24-month prepay ($456 upfront).) [Plans and pricing →](https://rinzo.ai/pricing.md) [Calling rates →](https://rinzo.ai/rates.md) Before you get started ## Questions from financial advisors. Rinzo is in early access. [See current availability](https://rinzo.ai/availability.md) and [how information is handled](https://rinzo.ai/privacy.md). ### Can it give investment advice? No. The receptionist shares your public service information and routes callers. Recommendations and advice come from your licensed team. ### Can it tell a client their account balance? It does not access account or portfolio systems. Route account questions to staff who can verify the client and check their records. ### Can callers ask for their advisor by name? Yes. Add advisors to the receptionist’s directory. The transfer follows the routing you configure for that person. ## Explore related industries [Accountants & bookkeepers →](https://rinzo.ai/industries/accountants.md) [Insurance agencies →](https://rinzo.ai/industries/insurance-agencies.md) [Law firms →](https://rinzo.ai/industries/law-firms.md) [All industries →](https://rinzo.ai/industries.md) ### More in Professional services [Real estate agents](https://rinzo.ai/industries/real-estate.md) [Property management](https://rinzo.ai/industries/property-management.md) [IT support providers](https://rinzo.ai/industries/it-support.md) Your business. Your first month free. ## Your next inquiry deserves a good answer. A phone system for your team, an AI receptionist, a business number and 100 minutes. [$39 USD/month](https://rinzo.ai/pricing.md) (First month free on monthly. Prepaid from $19/month with 24-month prepay ($456 upfront).) [Start your free month](https://signup.rinzo.ai/) Monthly plan; then $39 USD/month. Card required. AI talk time $0.10/min on top of calling; 30 AI minutes in your free month. --- The Markdown version of https://rinzo.ai/industries/financial-advisors/. An index of every page: https://rinzo.ai/llms.txt. 911 and emergency calling are not supported during early access.