Book More Qualified Clients — 24/7 — Without Hiring a Team
AI Wealth Closer™ is a done-for-you automation system that responds to leads instantly, follows up intelligently, and books high-ticket financial clients on autopilot.
You’re Losing Clients You Didn’t Even Know You Had
80% of leads ghost after a slow response
Manual follow-up takes too much time
High-ticket prospects expect instant attention
Most lead systems stop after the first message
You don’t need more leads — you need a system that closes them.
The AI Wealth Closer™ System — Everything Done for You
Built exclusively for financial consultants, this white-glove solution handles follow-up, booking, and pipeline management so you can focus on closing deals.
AI Chat & Voice Assistant
10-Touch Follow-Up Sequence
Smart Calendar Routing
CRM Pipeline for Financial Sales
Real-Time Lead Notifications
White-Glove Setup + Support
Designed for High-Trust, High-Ticket Financial Experts
Financial Consultants & Wealth Coaches
Fractional CFOs
Tax Strategists
Real Estate Investment Educators
Personal Finance Experts
Apply to Join the Next AI Wealth Closer™ Cohort
To ensure premium support, we only onboard 10 new financial consultants per quarter.
AI Wealth Closer™ is a flagship system from Clearnet Marketing, a boutique AI automation agency helping high-ticket businesses scale through intelligent client acquisition systems.
© 2025 Clearnet Marketing