Get found. Build trust. Win clients.
Breezy helps you build an online presence that attracts high-value prospects— then captures and qualifies every inquiry so you focus on advising, not chasing leads.
Sound familiar?
Great advisors often struggle with visibility and responsiveness
Hard to find online
People search "financial advisor near me" and find your competitors. Your expertise is real, but prospects can't discover you.
Few reviews, less trust
You've helped dozens of clients retire comfortably, but only have 4 Google reviews. Prospects choose advisors with visible proof.
Missing calls during client meetings
You're reviewing a portfolio when a high-net-worth prospect calls. By the time you're free, they've called another advisor.
After-hours inquiries go cold
Someone gets serious about retirement planning at 8pm. If you don't respond by morning, they've moved on.
Build an online presence that earns trust
Get found by prospects who are actively searching for an advisor
Trust-building website
A professional site showcasing your credentials, services, and client success stories that builds instant credibility.
Get found locally
SEO that gets you ranking for "financial advisor [your city]" and the searches your ideal prospects make.
Automated review collection
After successful reviews and milestones, clients get a friendly request to share their experience.
Never miss a high-value prospect
Qualify and respond to every inquiry—even during client meetings
24/7 professional answering
Every call answered with your firm name. AI knows your services, minimums, and can discuss planning basics.
Prospect qualification
AI captures assets, timeline, goals, and risk tolerance before your first meeting.
Consultation scheduling
Qualified prospects book discovery meetings directly into your calendar.
Capture leads from every channel
Prospects reach out via web, social, and referral networks. Capture them all.
Website Forms
Capture and qualify website inquiries
Respond to LinkedIn connection requests
Google Business
Handle Google profile inquiries
Auto-respond to email inquiries
Referral Portal
Track and nurture referral leads
Web Chat
Engage website visitors in real-time
From discovery to client
See how advisors attract and capture clients with Breezy
A professional searches "fee-only financial advisor [your city]" and finds your website with clear credentials and client testimonials.
She reads your approach to retirement planning, sees your CFP certification, and submits an inquiry. Breezy responds with your availability.
A past client refers their colleague: "John helped me plan my retirement. I have about $2M in investments and need guidance."
Breezy captures the referral source, qualifies the AUM and goals, and books a priority discovery meeting.
A prospect compares three advisors online. Yours has 28 five-star reviews mentioning your thorough approach.
He calls after reading reviews. Breezy qualifies his situation—recently sold a business—and schedules a consultation.
Simple, Transparent Pricing
Start free, then add AI and marketing as you grow
Free
Professional
Growth
Accelerate
Need help choosing? Have questions?
Contact us: (628) 266-4233One Platform, Built for Growth
AI receptionist, website, CRM, and marketing automation — everything to run your front office.
Convert leads from any channel, 24/7.
AI Receptionist
Answers phone and SMS 24/7, qualifies leads, schedules appointments
Multi-Channel AI
AI responds, engages & converts on WhatsApp, Facebook, Instagram, Email & more
Website Chat
AI chat widget embeddable on any website
Lead Forms
Capture and qualify leads from your website
Scheduling
Automated appointment booking and calendar management
AI Receptionist
Answers phone and SMS 24/7, qualifies leads, schedules appointments
Key Capabilities:
- Handles calls 24/7 when you're busy
- Qualifies leads with custom questions
- Takes detailed messages
- Transfers important calls to you
AI Receptionist
Answers phone and SMS 24/7, qualifies leads, schedules appointments
Key Capabilities:
- Handles calls 24/7 when you're busy
- Qualifies leads with custom questions
- Takes detailed messages
- Transfers important calls to you
Work With Your AI Anywhere
