For Financial Advisors: CFP, CPA, EA, RIA, Insurance Professionals
A new prospect called.
You were already with one.
You might have been with a client. The receptionist might have taken another call. The call might have come in after hours. The reason does not change the outcome. A delayed response to someone interested in your services.
To the prospect searching online, you look the same as every advisor on the list. Same credentials. Same promises. Same stock photo in a navy suit. Same template website. None of this makes you the one they choose.
Speed makes you the one they choose first. Speed alone does not build a client for life. Speed opens the door. What happens next determines whether they walk through, stay, and refer their neighbor.
SixLevel builds the full path: instant response, guided onboarding, retention support, and a system for turning satisfied clients into referral sources.
Six connected, smooth-flowing stages, from first contact to client for life, with no breaks in between.
See how the Six Level systems approach grows your business without adding staff.
EXPERIENCE IT YOURSELF FOR FREE
Six Level AI:
The All-in-One Platform for Growth
Six Level AIempowers entrepreneurs to capture leads to automate follow-ups and close more deals and scale their business off from one powerful all-in-one marketing and sales-platform with a 7-day trial and no contracts
Are You Ready to Go There?
This isn't about surface-level tactics. We're diving deep into the messy, beautiful truth of what it takes to build a business that actually reflects who you are. Not for the faint of heart.
Challenge the Status Quo
We're not here to tell you what everyone else is saying. We're here to ask the hard questions, push boundaries, and help you discover what's really possible.
Unleash Full Expression
Your business doesn't have to look, feel, or sound like everyone else's. When you practice full self-expression, you give others permission to do the same.
Spark Breakthroughs
Through story, metaphor, and poetic sensibility, we bring art and design to topics that are usually taught at the level of the mind. Prepare for insights.
8:35 PM PDT
Instant watch session available. Join now!
Free Webinar: The AI System Built for Financial Practices
What You Will Learn
⦁ Why most financial practices lose leads and miss opportunities before they ever send make contact
⦁ How to instantly engage with after-hours inquiries without adding staff
⦁ The four essential systems that replace manual follow-up across your entire client lifecycle
⦁ How to recapture dormant clients and turn satisfied ones into active advocates
These are a systems problem, not an effort issue.
A prospect visits your site after business hours. All they see is a Contact Us form. They complete it. No one responds until Tuesday morning. The prospect found someone else by early Monday.
A referral calls while you were in a meeting. Your receptionist was busy. It goes to voicemail but they did not leave one. Another lost opportunity.
A satisfied client would happily give you a 5-star review but you never asked. Your competitors have hundreds of reviews. You have only a few.
A former client had a major life event and needed to make changes. Your outreach has been silent for months. They went to Google to find help instead.
We help close the gaps in communication and the lack of responsive action.
What We Bring to the Table
We're your cool older sibling in business—ready to coach, guide, and introduce you to ideas that'll blow your mind.
AI-Powered Chatbot (Conversation AI)
Every minute of delay costs you a lead. Six Level's Conversational AI handles every inbound web chat, SMS, and email — answering questions, qualifying interest, and moving prospects to a booked appointment in a consistent, human tone. Your team steps in only when it's time to close.
Responds in seconds, 24/7, across every channel
Books appointments directly into your calendar
Answers FAQs in your voice, not a generic script
Hands off warm, qualified conversations to your team
Elevate Engagement with Voice AI
Six Level AI Voice AI helps you talk to your clients and leads in a personal and quick way. With this tool, you can automate phone calls and create custom voice messages. It allows you to talk to your clients with natural-sounding voice responses, making it feel more like a real conversation, not just a robot.
Picks up every call, around the clock
Books consultations and qualifies leads on the call
Trained on your services, pricing, and FAQs
Full transcript and summary delivered to you after every call
Funnel AI (AI-Powered Funnel Builder)
With Six Level AI Funnel AI, creating a sales funnel is actually super simple—no need for a designer or expert writer. Just enter some details about your business, and the AI will build the whole funnel for you, from getting leads to offering upgrades.
What’s even better is that the AI writes the copy for you, making it sound like it’s perfectly made for your business. No more stressing over every sentence or worrying if your message is right. It’s all done for you.
We're Never Boring
In a sea of copycats and talking heads, we dare to be creative, playful, smart, provocative, and vulnerable—all at the same time. We bring story, metaphor, and wordplay to topics that are usually dry as dust.
Provoke Thought
Questions like "Is AI a better employee?" get people talking
Add a Title Here
From quirky PS notes to unexpected GIFs, we keep it fresh
Authentic Power
Strong and direct without the hype or BS
Six stages. No breaks. No gaps.
Most practices have gaps between stages. A prospect falls through. A client goes quiet. A referral never gets asked. Six Level identifies where your breaks are and builds the system to close them.
01
Acquisition
A prospect visits your site after business hours. All they see is a Contact Us form. They complete it. No one responds until Tuesday morning. The prospect found someone else by early Monday.
02
Lead Response
Speed matters, but relevance matters more. A fast, generic response is noise. An intelligent response answers the contact's actual question and begins to understand who they are. Six Level systems are trained to gather context, answer accurately, and qualify prospects through conversation.
03
Commitment
Qualified prospects move to a booked consultation through automated nurture, not manual chasing. When the first two stages work, commitment follows naturally. The system keeps prospects engaged and moving forward until they are ready to book.
04
Onboarding
The first experience as a client sets the tone for everything that follows. Six Level provides structured, professional onboarding so new clients move from signed to served without silence or confusion. This is where trust is built or lost.
05
Retention
Clients stay engaged and supported through 24/7 coverage and proactive outreach. Retention is not a set-it-and-forget-it automation. It is an active, ongoing investment in the client relationship.
06
Advocacy
Satisfied clients become active advocates. Review generation, reputation monitoring, and referral systems are built and running. A strong reputation is not an accident. It is a system.
The specific systems financial practices need most.
Each capability addresses a specific break in the client lifecycle.
01
After-Hours Management
Your office closes. Prospect windows do not.
A prospective client researching retirement planning at 8pm is making decisions in real time. If your site does not respond, the next advisor's site does. Six Level deploys a Voice AI agent and Conversational AI that picks up every call, responds to every web chat, and books consultations around the clock. Your calendar fills while you sleep. Your team reviews summaries in the morning.
⦁ Voice AI answers every inbound call, 24/7
⦁ Conversational AI handles web chat and SMS after hours
⦁ Books directly to your calendar without human intervention
⦁ Full call transcript and summary delivered every morning
⦁ Trained on your services and FAQs with compliance-safe language
02
Recapture
Clients who went quiet are not gone.
Your database has names that stopped responding. Policy anniversaries passed. Tax season came and went. Life events happened that you do not know about. Six Level identifies dormant contacts and re-engages them with timed, relevant outreach. Text, email, voicemail drop. The sequence runs on its own. When they respond, your team picks up a warm conversation, not a cold call.
⦁ Dormant client reactivation sequences
⦁ Anniversary and milestone triggers
⦁ Multi-channel outreach: SMS, email, ringless voicemail
⦁ Automated re-engagement with no staff required
03
Behavior and Keyword Intent Lead Generation
Most of your best prospects are already on your website. You do not know who they are.
Website visitors who do not fill out a form are invisible to most practices. Six Level uses website enrichment and behavioral tracking to identify who is visiting, what pages they read, how long they spent on your content, and whether they returned. When a visitor matches your ideal client profile, an automated outreach sequence activates. First touch happens within minutes.
⦁ Website visitor identification including name, company, and browsing behavior
⦁ Behavioral triggers for automated first-contact sequences
⦁ Keyword intent targeting to reach in-market prospects
⦁ Automated lead sourcing aligned to your ideal client profile
⦁ Activity dashboard showing who is engaging and what they are looking at
04
Website Enrichment
Your website is generating leads you are not seeing.
Most financial practice websites are digital brochures. They look professional. They rarely convert. Six Level installs an enrichment layer that identifies visitors by name and organization, tracks which pages they visit and how long they stay, and routes qualified visitors into automated follow-up sequences immediately. You keep your existing site. The enrichment layer works underneath it.
⦁ Visitor identification without a form submission
⦁ Behavioral data fed into your system automatically
⦁ Automated follow-up triggered by page-level intent signals
⦁ Weekly enrichment reports showing who engaged and what they read
Advanced Marketing for
Financial Professionals
Enhance Your
CRM with Intent & Behavioral Marketing
If you use Redtail, Wealthbox, or another advisor-specific CRM, Six Level works alongside it. Six Level manages the stages your compliance CRM does not cover: automated lead response, after-hours coverage, recapture sequences, reputation management, and review generation. For insurance professionals, it fills the gap between your policy management system and the clients who go quiet between renewals.
Before and After
What changes in your practice.
ACQUISITION
Before
You buy a batch of leads, copy them into a spreadsheet, import them into your email system, and hope the list is accurate. Half bounce. The other half never asked to hear from you.
After
Six Level identifies and targets your specific demographic automatically. Qualified prospects enter a fully integrated multi-channel sequence, email, text, and WhatsApp, without a single manual step. You control the volume and pace. The system does the rest.
LEAD RESPONSE
Before
A prospect fills out your contact form after hours. Nobody sees it until the next morning. By then they have already booked a call with someone else.
After
Every inbound contact gets an intelligent, relevant response within 90 seconds. Day or night. The system qualifies the prospect, answers their questions, and books the consultation. Your team picks up a warm conversation.
RECAPTURE AND RETENTION
Before
Former clients drift. Life events happen. Policies change. Your outreach has been silent for months and you have no system to know who needs to hear from you or when
After
Six Level identifies dormant contacts and re-engages them with timed, relevant outreach across email, text, and voicemail. Triggered by anniversaries, milestones, and life event signals. You get notified when someone responds.
REVIEW MANAGEMENT
Before
Your satisfied clients would give you a 5-star review if you asked. You never ask. Your competitors have hundreds. New prospects choose based on what they read online before they ever contact you
After
Six Level requests reviews automatically at the moment client satisfaction is highest. Positive responses route directly to Google. Anything less surfaces privately so you respond before it goes public. Runs on autopilot.
AFTER-HOURS COVERAGE
Before
A referral calls while you are in a meeting. Your receptionist is busy. It goes to voicemail. They do not leave a message. The opportunity is gone
After
A Voice AI agent answers every call around the clock. It qualifies the caller, answers questions, and books the consultation directly to your calendar. You receive a full transcript and summary the next morning.
WEBSITE VISITOR ENRICHMENT
Before
Your website gets traffic. You have no idea who visited, what they looked at, or how long they stayed. Visitors who did not fill out a form are invisible to you
After
Six Level identifies visitors by name and organization, tracks which pages they read and how long they stayed, and routes qualified visitors into an automated follow-up sequence immediately. You see who showed up, what interested them, and when.
The specific systems financial practices need most.
Each capability addresses a specific break in the client lifecycle.
01
After-Hours Management
Your office closes. Prospect windows do not.
A prospective client researching retirement planning at 8pm is making decisions in real time. If your site does not respond, the next advisor's site does. Six Level deploys a Voice AI agent and Conversational AI that picks up every call, responds to every web chat, and books consultations around the clock. Your calendar fills while you sleep. Your team reviews summaries in the morning.
⦁ Voice AI answers every inbound call, 24/7
⦁ Conversational AI handles web chat and SMS after hours
⦁ Books directly to your calendar without human intervention
⦁ Full call transcript and summary delivered every morning
⦁ Trained on your services and FAQs with compliance-safe language
02
Recapture
Clients who went quiet are not gone.
Your database has names that stopped responding. Policy anniversaries passed. Tax season came and went. Life events happened that you do not know about. Six Level identifies dormant contacts and re-engages them with timed, relevant outreach. Text, email, voicemail drop. The sequence runs on its own. When they respond, your team picks up a warm conversation, not a cold call.
⦁ Dormant client reactivation sequences
⦁ Anniversary and milestone triggers
⦁ Multi-channel outreach: SMS, email, ringless voicemail
⦁ Automated re-engagement with no staff required
03
Behavior and Keyword Intent Lead Generation
Most of your best prospects are already on your website. You do not know who they are.
Website visitors who do not fill out a form are invisible to most practices. Six Level uses website enrichment and behavioral tracking to identify who is visiting, what pages they read, how long they spent on your content, and whether they returned. When a visitor matches your ideal client profile, an automated outreach sequence activates. First touch happens within minutes.
⦁ Website visitor identification including name, company, and browsing behavior
⦁ Behavioral triggers for automated first-contact sequences
⦁ Keyword intent targeting to reach in-market prospects
⦁ Automated lead sourcing aligned to your ideal client profile
⦁ Activity dashboard showing who is engaging and what they are looking at
04
Website Enrichment
Your website is generating leads you are not seeing.
Most financial practice websites are digital brochures. They look professional. They rarely convert. Six Level installs an enrichment layer that identifies visitors by name and organization, tracks which pages they visit and how long they stay, and routes qualified visitors into automated follow-up sequences immediately. You keep your existing site. The enrichment layer works underneath it.
⦁ Visitor identification without a form submission
⦁ Behavioral data fed into your system automatically
⦁ Automated follow-up triggered by page-level intent signals
⦁ Weekly enrichment reports showing who engaged and what they read
Who This Is For
Built for your practice type.
Financial Advisors and RIAs
You are excellent at serving clients. Growing the practice is where the gaps are. Six Level builds the system that fills them.
CPAs and Tax Professionals
Your clients need you year-round, not just in April. Six Level keeps your practice visible and responsive when their financial questions arise.
Insurance Professionals
Renewals, life events, and policy changes are predictable windows. Six Level builds the system that reaches clients before they go looking elsewhere.
Unlock Your Perfect Plan
Live in 30 days or less
Do you know where your business leaks opportunities?
See how simple and easy it is to find more revenue and seal the gaps.
The Real Deal
We give you the information others won't. We embrace the good, the bad, and the ugly. Because pretending problems don't exist? That's not our style.
Six Level AI AI Employee: Supercharge Your Business with Virtual Support
Six Level AI AI Employee is like having a super-helpful virtual team member that works for you 24/7. It can handle tasks like customer service and managing leads, giving you more time to focus on bigger, more important work.
This AI assistant automates everyday tasks and talks to your customers without any trouble, helping your business grow without needing extra staff.
By working all day, every day, it keeps everything running smoothly, making your business more productive, keeping your customers happy, and helping you grow faster.
