Explain how you work with clients, straight from your own pages, and leave every recommendation to your advisors
Visitors to an advisory site usually want to know who you serve, how you are paid and what working together looks like before they will book a call. GetFoxChat answers those questions from your process, fee and about pages, and hands anything that sounds like a request for a recommendation to a person.
What prospective clients and families planning ahead ask on a financial advisory practice website
These are the questions prospective clients and families planning ahead typically type into a financial advisory practice website. Next to each: which of your pages answers it, and what the operator does with it.
“Do you work with people who are just starting to save?”
Answered from: your who we serve page. Answers from the groups the page describes and links it. If the page names a minimum, it quotes it exactly as written.
“How are you paid?”
Answered from: your fees page. Repeats the fee structure your page describes and links it, adding no estimate of its own.
“Are you a fiduciary?”
Answered from: your about or disclosures page. Quotes what your pages say on the subject and links the disclosures. If nothing is published, it says so and offers the hand-off.
“What happens in the first meeting?”
Answered from: your process page. Summarizes the first meeting as your process page describes it and links the schedule page.
“Can you help me plan for my kids' college?”
Answered from: your services page. Confirms whether education planning is listed and links that section.
“Should I move my old workplace retirement account?”
Answered from: none, this needs an advisor. Says it cannot make recommendations and offers Talk to a person or the schedule page.
“Which advisor would I work with?”
Answered from: your team page. Describes the advisors and credentials listed on the team page, and leaves assignment to the practice.
“Do you meet over video or only in person?”
Answered from: your process or FAQ page. Answers from what the pages say about meeting formats. If they do not say, it passes the question on.
“Can you tell me how my account is doing?”
Answered from: your contact page. Explains it cannot see accounts, then shares the contact details on your site and offers Talk to a person.
Routing example: sending a visitor to the right page
Visitor
“My husband and I are about a decade from retiring and we've never worked with anyone. How does this work and what does it cost?”
Operator
“The process page walks through how the practice works with new clients, starting from the first meeting, and the fees page explains how the practice is paid. The who we serve page describes the households it usually works with. When you're ready to talk, the schedule page is the place to request a call, or tap Talk to a person.”
Page it points to
Our process yourwebsite.com/process
It turns a nervous first question into three pages the practice wrote, and never comments on the couple's own readiness to retire. When that link is on the page the visitor is already looking at, the operator highlights it.
The pages that let it answer
The operator answers only from your own public pages, so these are the pages worth having on a financial advisory practice website:
| Page | Typical address | What it lets the operator answer |
|---|---|---|
| Who we serve | /who-we-serve | Lets the operator say whether the practice describes working with retirees, young families, business owners or other groups. |
| Our process | /process | Answers what the first meeting covers, how plans are built and how often reviews happen, in the practice's words. |
| Fees | /fees | Covers whether the site describes flat fees, hourly planning or asset-based pricing, without the operator adding anything. |
| Services | /services | Tells visitors whether retirement planning, education savings, estate coordination or insurance reviews are offered. |
| Team | /team | Answers who the advisors are and the credentials each profile lists. |
| Disclosures | /disclosures | Gives the operator a page to link when visitors ask about the firm's registration or regulatory documents. |
| Schedule a call | /schedule | Is where the operator sends people ready to talk, since it cannot book meetings itself. |
When it passes the conversation to you
- A visitor asks whether to buy, sell or move money: it makes no recommendation and offers Talk to a person.
- A current client asks about balances, transfers or paperwork: it says it cannot see accounts and gives the phone number from your contact page.
- Someone describes a recent death in the family or a sudden windfall: it responds with care, shares your contact details and passes the conversation to an advisor.
- A visitor asks about a service your pages never describe: it says the site does not cover it and collects an email if nobody is online.
It gives no investment, tax or retirement advice and cannot see accounts or performance. It will not say whether a product or strategy suits anyone.
What the operator does on every page
- It reads your public pages and answers from what they say, in the language the visitor writes in.
- It points to the page that has the answer, and highlights the link when it is on the page the visitor is viewing.
- When your pages don't have the answer, it says so and offers Talk to a person. Your team replies from the GetFoxChat inbox; when nobody is online, the visitor can leave an email address.
- Asked whether it is a person, it says it is an AI assistant.
- You see what visitors asked and which questions your pages didn't answer.
Putting it on your site is one line of code: install guides for every platform.
Find out what your visitors can't find
See the 5 questions your visitors are likely to ask that your pages don't clearly answer. Free, no account needed.
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