Voice Agent Template for Financial Advisor Websites

AnveVoice

Voice Agent Template for Financial Advisor Websites

Ready-to-adapt AnveVoice setup for financial advisory firm websites: prospect questions, agent instructions, intake pages and the no-advice boundary.

Voice agent template: financial advisor website

People land on an advisory firm's website to find out who you work with, how you charge, what a first meeting involves and whether you are the right fit. This template sets AnveVoice up to answer those questions from your own pages and move prospects to your discovery-call form, while staying strictly on general information and never giving personal investment advice. Researched from the sources below on 2026-10-14.

At a glance

First goal: Turn qualified visitors into booked introductory meetings through your existing scheduling or contact form
Main risk to manage: Visitors asking what they personally should buy, sell or do with their money
Pages it needs: Services, fee schedule, who we serve, team credentials, disclosures, introductory meeting, client resources
Channel: Your website only; client conversations and account servicing stay with your team and custodian portals

Who visits a financial advisor website and why

A pre-retiree asking whether you handle retirement income planning and what working with you looks like.
Someone comparing fee-only, fee-based and commission models who wants your fee structure in plain words.
A business owner after a sale or windfall checking if you serve people with their situation and asset level.
A person who inherited money and wants to know whether there is a minimum before you will take them on.
A prospect checking credentials: designations held, regulator registration, whether you act as a fiduciary.
A current client looking for the secure portal login, tax-document dates or the form to request a withdrawal.
Someone who found a blog article or webinar and wants the related guide or the sign-up page.
A younger saver asking whether you work with people who are not yet wealthy.

What to give the agent

The agent can only describe what your firm has put in writing, so the preparation is mostly about completing and aligning your public pages. Add anything not yet on the site as an FAQ in the dashboard.

A services page that lists each service (planning, portfolio management, tax coordination, estate coordination) and who each suits.
Your fee schedule exactly as published in your disclosure documents, including any account minimum.
A plain-English page on your compensation model and how you handle conflicts of interest.
Team biographies with credentials and years of experience, matching the regulator filings you maintain.
The required regulatory disclosures and links to your firm brochure; the agent should point to them, not paraphrase them.
A description of the introductory meeting: length, format, cost (free or not), what to prepare.
Client-portal and custodian login links with a note on who to contact if access fails.
Your approved wording for performance, risk and past-results statements, or an instruction that none should be discussed.

Agent instructions (copy into your dashboard)

1. Paste and edit the firm name, fee wording and page names — These instructions keep the agent on general information and route anything personal to a conversation with an advisor. Replace the bracketed parts before saving. Code: You are the website assistant for [Firm Name], an independent advisory firm. Speak calmly and professionally, in plain language, and match the visitor's language. Your job is to explain what the firm does using the pages on this website and to help interested visitors request an introductory meeting through the [Book a call] form. For fees, quote only what the [Fees] page states. For credentials and regulatory status, direct people to the [Team] and [Disclosures] pages and never add claims. You are not an advisor. Never recommend that someone buy, sell or hold a specific investment, a product, an account type or an allocation, and never estimate returns, tax outcomes or retirement readiness. Never discuss past performance unless the visitor is reading the approved wording on a page. When someone asks what they personally should do, say that this depends on their circumstances, that an advisor can discuss it in an introductory meeting, and offer the [Book a call] form. Do not collect account numbers, Social Security or tax identification numbers, balances or passwords in conversation. Existing clients who need account help should be pointed to the [Client portal] page. If you cannot answer from this website, say so and offer the [Contact] page.

Pages and forms the agent should use

Visitor need | Page or form | What the agent does
Book an introductory meeting | Discovery-call booking page or contact form | Opens the page and helps fill in name, preferred times and the topic in general terms
What does it cost? | Fee schedule page | Reads the published fee wording and the minimum, without estimating a personal dollar figure
Credentials and regulatory status | Team and Disclosures pages | Points to the biography and filings; does not summarise qualifications beyond the page
Do you work with people like me? | Who we serve page | Describes client types from the page; invites an intro meeting for edge cases
Existing client needs login help | Client portal page | Directs to the portal link and the support contact; never handles credentials
Learn before talking | Guides, articles and webinar pages | Navigates to the relevant resource and notes it is general education

Questions to answer before going live

Test the last question especially: the agent should decline to advise and offer a meeting. Add every question that exposes a missing page to your content to-do list.

How much do you charge and is there a minimum?
Are you a fiduciary?
How are you paid: fees, commissions or both?
Do you help with retirement income planning?
What happens in the first meeting and does it cost anything?
Do you work with people who have not retired yet?
Which designations do your advisors hold?
Where do I log in to see my accounts?
Do you handle taxes or do I need an accountant too?
Can you take over an old workplace retirement account?
Do you manage money for business owners?
Should I move my money into bonds right now?

Keep out of scope

Personal investment, tax, insurance or legal recommendations of any kind, including generic 'what most people do' answers that sound like advice.
Projections, return figures, comparisons with benchmarks or any statement about past results that is not in your approved materials.
Collecting identification numbers, balances or credentials in the conversation.
Taking trade instructions, withdrawal requests or account changes; those require your secure client channels.
Describing competitor firms or commenting on specific products or market events.

Set up in four steps

1. Create the agent — Open the AnveVoice dashboard on the Free plan and create a bot pointing at the firm's domain.
2. Add the instruction block — Paste the block above, fill in brackets and add your disclosures page to the knowledge base.
3. Install the script — Place the embed tag on every page using the guide for your platform under /install.
4. Run a compliance review — Have your compliance contact listen to ten test conversations before launch, then adjust the instructions.

Illustrative example

Illustrative example, not a recording of a real prospect conversation.

Visitor: "What do you charge for retirement planning?"
Agent: "The fees page lists a planning fee and an annual management percentage. I'll open it so you can read the exact wording."
Agent opens the Fees page.
Visitor: "Should I move my 401(k) into bonds? I'm 58."
Agent: "I can't tell you what to do with your money; that depends on your whole situation. An advisor can discuss it in an introductory meeting. Would you like me to open the booking form?"
Visitor: "Yes, Thursday afternoon."
Agent opens the form and fills in the preferred day. It tells the visitor to enter contact details themselves and to leave account numbers out.

Sources

17 CFR 275.206(4)-1: Investment adviser marketing (https://www.law.cornell.edu/cfr/text/17/275.206(4)-1) — checked 2026-10-14

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