I'm a Bellevue financial advisory practice owner. I Got Lazier. My Revenue Went Up 52%.
Bellevue -- switched to an AI employee three months ago
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I was drowning in admin.
Between client meetings, I had follow-ups piling up, proposals to send, invoices overdue, and new business development that kept getting pushed to "next week."
I was working 60-hour weeks and only billing 25.
The other 35 hours? Spent in Wealthbox, Redtail CRM, Riskalyze, doing work that doesn't generate a single dollar. Managing the business instead of running it. I became an administrator who occasionally does the work I actually trained for.
Something had to change. Or I was going to quit.
"Professional services firms that automate admin see billable hours jump 30-40% in the first quarter. The math is obvious."
Then an accountant who sends high-net-worth clients Sent Me a Link
About three months ago, an accountant who sends high-net-worth clients sent me a link.
He said: "Just text it on WhatsApp. Tell it what to do. Like you're texting a coworker."
I thought he was full of it.
But I was tired. And curious. So I opened WhatsApp, found the contact, and typed:
I stared at my phone for a solid 30 seconds. Then I typed another command. And another. Each time, it just... did what I asked. No setup wizard. No onboarding call. No 45-minute YouTube tutorial.
I just told it what to do and it did it.
Why Financial Advisor Owners Are Switching
Text It on WhatsApp
No apps to install. No dashboards. Just text it like a coworker.
Logs Into Your Apps
It opens a browser, signs in to your accounts, and does the work.
Works 24/7
No sick days. No vacations. No "I quit" text. Always on.
Bank-Level Security
Encrypted credentials. Asks permission before risky actions.
Replaces Multiple Roles
Admin, marketing, bookkeeping, follow-ups -- one employee does it all.
Cancel Anytime
No contracts. No cancellation fees. One click and you are done.
Curious what this looks like?
Watch the 2-Minute DemoWorks with the apps you already use
WhatsApp
Gmail
Google Calendar
What Happened Over the Next Month
I started simple. Just one command:
I got bolder. I texted:
Now I was hooked. I told it:
Full delegation mode:
I work less. I make more. And yeah, I feel guilty about it.
Results After 90 Days
Your Day: Before vs. After
- Client meetings all day
- Write proposals at night
- Chase unpaid invoices
- Update project trackers
- Business development
- Admin on weekends
23+ hrs/week on admin
- Text AI on WhatsApp
- Go do the work you love
- Check summary at lunch
- Leave on time
- Spend evening with family
- Repeat
Admin handled by AI
- Admin assistant / VA $2,765/mo
- Software subscriptions $377/mo
- Business development $1,508/mo
- Your own non-billable time $1,634/mo
- Total wasted: $6,284/month ($75,408/year)
AI Employee:
A fraction of the cost. Every day.
0 quits. 0 missed leads. 0 sick days.
The Numbers Don't Lie
Before
$6284
/month
VAs, tools, and my own time
After
~$1
/day
That is it. Seriously.
Revenue
+52%
Revenue increase
Time Saved
23
hrs/week
Back in your pocket
I work less. I make more. I feel guilty. But not enough to stop.
See why 500+ business owners made the switch.
See How It WorksHere's What It Actually Is
It's an AI employee you text on WhatsApp.
You give it your logins. It controls your apps like a real employee. Wealthbox, Redtail CRM, Riskalyze -- all of it. It logs in, does the work, and sends you a summary.
It's not a chatbot. It's not a template. It doesn't give you "suggestions."
It actually DOES the work.
You text it "send follow-up emails to everyone who got a quote this week" and 20 minutes later you get a screenshot showing it's done. With the receipts.
You Have Two Options Right Now
Option A: Close this tab. Go back to toggling between Wealthbox, Redtail CRM, Riskalyze. Keep grinding 12-hour days. Keep telling yourself you'll hire help "eventually."
Option B: Text an AI employee on WhatsApp, tell it what to do, and see what happens. Cancel anytime.
Your call.
How It Works (2 Minutes to Set Up)
Add It on WhatsApp
Scan a QR code. It shows up as a contact. Takes 30 seconds.
Tell It What to Do
Type plain English. "Send follow-ups to this week's leads." It understands.
It Does the Work
Logs into your apps, completes the task, and sends you a summary with screenshots.
How It Compares
| Hire a VA | Use Workflow Tools | AI Employee | |
|---|---|---|---|
| Monthly cost | $2,400+ | $49+ | ~$1/day |
| Setup time | 2 weeks | 8+ hours | 2 minutes |
| Works on WhatsApp | No | No | Yes |
| Logs into Wealthbox, Redtail CRM | No | Partial | Yes |
| Quits after 6 months | Often | N/A | Never |
Ready to get lazier?
Your AI employee is waiting. Cancel anytime.
Text it on WhatsApp. Tell it what to do. Give it your logins. It does the rest.
Try It YourselfCancel anytime. No contracts.
What Other Financial Advisor Owners Are Saying
"Billable hours went from 25 to 38 per week. Same effort."
"My clients think I hired an assistant. I didn't correct them."
45 Comments
Wait this actually works? I told it to find business owners with companies valued over 5m who might need succession ... and 18 minutes later I had a list of 11 companies with names, emails, and phone numbers. $9/week is insane.
My friend set this up for their financial advisor business last week. First week it booked 4 appointments without us lifting a finger.
Week one: 32 emails sent, 16 responses, $1,296 in signed contracts.
Just signed up. Tested the email automation first thing. Already seeing results.