Brand and growth
Lead Generation & Outreach
Outreach to the prospects you serve best.
For financial advisors
A full calendar of qualified consultations, every week.
An AI appointment setter for financial advisors books the first meeting without ever giving advice. Advisors grow on trust and consistency, so we bring qualified prospects to your calendar week after week and keep everyone else warm until they're ready.
- clients served
- 400+clients served
- star rating
- 4.8star rating
- to go live
- 2-3 wksto go live
Example call conversation between Nora, an AI assistant for Meridian Wealth Partners, and a lead named David.
- Nora (AI): Hi David, this is Nora, an AI assistant for Meridian Wealth Partners. You downloaded our retirement checklist. Do you have a couple of minutes?
- David: Sure. I'm 58 and trying to figure out if I can retire at 62.
- Nora (AI): That's exactly what a consultation covers. I can't give financial advice, but I can get you time with an advisor. Are your savings mostly in a 401(k) or IRA today?
- David: Both. Plus a pension from my old employer.
- Nora (AI): Thanks. Our advisors usually work with households with at least $250,000 in investable assets. Is that in range for you?
- David: Yes, more than that.
- Nora (AI): Great. Would you and your spouse like to meet with Alex together? Tuesday at 6:00 PM or Wednesday at 12:30 PM, by Zoom.
- David: Tuesday evening works for both of us.
- Nora (AI): You're booked for Tuesday at 6:00 PM. I'll send the Zoom link and a short list of statements to bring.
Booked: Retirement consultation, Tuesday, 6:00 PM, Zoom with Alex, advisor.
Speed to lead
In at 8:05 PM. Booked by 8:10 PM.
In this business, the first company to have a real conversation with a lead usually wins. Here's what an AI agent changes on a single lead.
With an AI agent on every lead
Example timeline, based on the conversation above.
5 minfrom first touch to booked
8:05 PM
Checklist downloaded
From a LinkedIn ad
8:05 PM
AI calls
While retirement is on their mind
8:09 PM
Qualified
Goals and asset minimum confirmed
8:10 PM
Consultation booked
Both spouses, by Zoom
Typical follow-up
8:05 PM lead comes in
No conversation
Over the next month A monthly newsletter
They book with the advisor a friend recommended.
How our speed to lead service works and what the research says about response time.
Lead sources
Wherever your leads come from, they get answered.
Advisors grow through trust and repeated touches. Every prospect who raises a hand gets a timely, compliant reply.
Where leads come from
Ads, portals, marketplaces and forms all route to the same agent.
LinkedIn
SmartAsset
Zoom
Google
Facebook
Compliance, records and AI follow-up
Advisors live under recordkeeping rules: business communications with prospects and clients, texts included, generally have to be captured and retained. Off-channel texting is one of the most expensive mistakes a firm can make.
Every conversation the agent has is saved with a full transcript, so your compliance team can review and archive it. The agent never gives financial advice, never recommends a product and never discusses performance. Scripts are approved by you, and compliance if you have it, before launch.
Sound familiar?
Where financial advisors lose deals.
None of these are lead problems. They're answer-and-follow-up problems, which is exactly what AI agents fix.
- 01
Referrals alone don't fill the calendar
- 02
Seminars and events are expensive and unpredictable
- 03
Prospects need several touches before they book
What we report on
The numbers financial advisors care about.
Your weekly report leads with booked appointments, then shows what moved them.
- Speed to first contact
- Minutes from an inquiry or webinar sign-up to the first message.
- Intro meetings booked
- First meetings on your calendar.
- Qualified rate
- Booked prospects who meet your asset minimum and fit.
- Show rate
- Booked meetings that happen.
- Nurture list
- Prospects not ready yet who are still in a conversation.
- Meetings to new clients
- Reported back from your CRM.
01
02
03
04
05
06
Objections our agents handle
The pushback, handled.
We train every agent on your answers to the questions leads actually ask. These are the three we hear most in financial advisors.
When a question needs a person, the agent hands off to your team with the full conversation attached.
- The lead says
“I don't want to be sold products.”
How the agent respondsThe agent explains the first meeting is about goals, and that the advisor will explain exactly how they're paid.
- The lead says
“I already have an advisor.”
How the agent respondsIt offers a no-pressure second opinion, and respects a no without pushing.
- The lead says
“Is this a robocall?”
How the agent respondsIt says plainly that it's an AI assistant for the firm, and offers a callback from a person if they'd prefer.
The playbook
What we'd build for you.
Every engagement is shaped on the strategy call, but this is where we usually start with financial advisors.
01Week 1
Map your roadmap
We look at how leads reach you today and where they leak, then plan the agents, follow-up and pipeline that fit your offer and your brand voice.
02Weeks 2 to 3
Deploy your AI workforce
We build the agents and knowledge base, connect them to your CRM and calendar, and hand your team a system that is already taking calls.
03Days 30 to 60
Optimize and scale
We read the conversations, tune the scripts and add agents and channels as volume grows, with numbers you can check every week.
The follow-up cadence
Follow-up that doesn't give up.
How the agent works a new lead in financial advisors, from the first minute to the long-term nurture.
- 0 minSMS
A short, personal reply that thanks them and asks a simple question about what they want help with.
- 10 minCall
The agent asks your qualifying questions and books an intro meeting. No advice, no products.
- After bookingEmail
What to expect in the meeting and what to bring.
- Day beforeSMS
A reminder with the meeting link or address.
- Week 2SMS
Prospects who didn't book get one gentle check-in.
- QuarterlyEmail
Your approved market updates or event invites for prospects in nurture.
An example cadence. Timing, channels and wording are set with you, and agents only contact leads who opted in.
What we connect to
Plugs into the tools you already use.
Your agents read and write to the systems financial advisors already run on, so every conversation, booking and note lands where your team works. We handle the setup.
Redtail
Wealthbox
Salesforce Financial Services Cloud
HubSpot
Calendly
Your AI agentsBuilt on StrideOps
- Zoom
Outlook
Google Calendar- LinkedIn
Slack
Typical tools in your space. Don't see yours? Ask on the call; most connect through an API.
Clients in your space
Hear it from them.
- clients served
- 400+
- clients served
- in client results
- $10M+
- in client results
- industries
- 20+
- industries
- average rating
- 4.8
- average rating
They've consistently been able to help me achieve at least 10 booked appointments on my calendar for both of my businesses separately every week for the last six months.
Jacob SnitmanBurke FinancialI don't usually do testimonials for people but we've been able to generate a tremendous amount of additional monthly income with Executive Stride. Their team is super supportive and basically hand you results on a silver platter.
Franky ShawFutrGroupI can personally attribute over $20k/mo of additional monthly income to Josh and the team at Executive Stride with their LinkedIn strategies alone. If you're not working with them I don't know what you're doing.
Stephen GomesRealtor Media LeadsGetting leads is fantastic, we have a small team and actually had too much coming in and I had to reel it back a little bit, which is a good problem to have.
Jacob SherrardElvt Marketing SolutionsSince working with Josh and his team at Executive Stride for three weeks, we have been able to book 35 qualified leads and closed 11 leads by using their LinkedIn system
Harshal DewanganDewa DirectionJosh and his team basically helped me generate over 37 booked appointments and 13 new clients, which is mind-blowing!
Kas GhorbContent RocketFAQ
Questions financial advisors ask us.
Anything else, ask us on the call.
- Will the agent give financial advice?
- No. It's set up to say it can't give advice and to book time with a licensed advisor. It only shares information you've approved.
- Can it qualify on asset minimums?
- Yes. It asks your questions, like investable assets, age and goals, and books the households that fit. Everyone else gets a helpful resource.
- How does it fit with compliance?
- Your compliance team reviews the scripts before launch, the agent identifies itself as AI, and every conversation is logged for review.
- Can it nurture prospects who aren't ready yet?
- Yes. It checks in on a schedule you set, around events like retirement dates, and books a consultation when they raise a hand.
- Does it work with Redtail or Wealthbox?
- Yes. Booked meetings and conversation notes are written back to the contact in Redtail, Wealthbox, Salesforce or the CRM you use.
- Can it work leads from SmartAsset or seminars?
- Yes. Leads from lead programs, webinars and seminars get an immediate reply and a follow-up cadence until they book or opt out.
Campaign playbooks for financial advisors
Other industries we scale
Let's fill your calendar this quarter.
Book a call and we'll show you the exact playbook we'd run for financial advisors.