AI Operator for Financial Advisors
More planning meetings. Consistent reviews. A referral engine that works.. Lumeairy deploys a fully managed AI operator that handles between-review communication automatically — so you can focus on the work that matters.
1-week free trial. No credit card required. Live in 24 hours.
The Problem & The Fix
Clients who only hear from their advisor at annual reviews feel undervalued and are vulnerable to poaching by competitors who stay in touch.
Your operator maintains meaningful contact between reviews — market commentary, financial tips, milestone acknowledgments, and life event check-ins.
Why It Matters
Financial planning relationships are built on trust and consistency — but building trust at scale requires more touchpoints than most advisors can manage manually. Lumeairy keeps every client feeling informed and valued between meetings, and converts satisfied clients into referral sources.
Prospects who engage but don't schedule planning meetings
Annual reviews that don't get scheduled without significant effort
Client communication between reviews feeling transactional
Building referrals from satisfied clients systematically
What You Get
A dedicated operator that knows your business, works in your voice, and handles your operational layer every day — without supervision.
How It Works
No complicated setup. No technical work. Tell us about your business and your operator is running the same day.
We spend 10 minutes learning how you work — your voice, your clients, your goals. No forms. A real conversation.
We configure your operator overnight. By the next morning, it's handling between-review communication automatically.
Your operator runs in the background — responding, following up, and keeping your business moving while you do what you do best.
What Clients Say
"I stopped losing leads I didn't even know I was losing. My operator responds while I'm with clients and books consultations I never had to touch. The difference in my schedule is immediate."
Financial · Chicago, IL
"The follow-up system alone paid for itself in the first week. I had 4 leads I'd mentally written off come back and book after my operator followed up with them. That's real money."
Financial · Austin, TX
"I was skeptical that it would sound like me. It does. My clients have no idea — they just think I got a lot better at staying in touch. Which, honestly, I have."
Financial · New York, NY
The Goal
"3 new consultations, all reviews scheduled, 2 referral conversations started"
— What Lumeairy operators help financial advisors achieve
Pricing
Start with a 1-week free trial. No credit card required.
Respond
$97
/month
Follow Up
$197
/month
Operate
$297
/month
Scale
$497
/month
Partner
$997
/month
Start your free trial today. Your operator is live within 24 hours.
Start free trial — no credit card