Most people do not have an advisor. The one who books the meeting wins them.
There is a huge pool of people who would work with an advisor but have not yet, and they go with whoever makes it easy to start. Susanoo answers every inquiry, books the intro meeting, and follows up so prospects do not drift.
Built for independent and growing advisory practices that win clients on speed and reputation.
Free, 15 minutes. You leave with a map of where your practice is losing prospects, even if you never hire us.
Live in 10 business days. We take on a limited number of practices a month.
The Problem
Most people without an advisor would take one, if someone answered when they reached out.
What We Do
- Answers every lead.
- Books the consult.
- Follows up till they commit.
Sound familiar?
A prospect reaches out about planning, does not hear back for a day, and books with an advisor who responded faster.
You are in a client meeting when new inquiries come in, and they cool off before you can reply.
Promising leads stall because nobody followed up to get the first meeting on the calendar.
What the 2026 data shows
Why advisory practices are losing clients in 2026
We pulled the 2026 numbers on how prospects find, vet, and choose an advisor. Demand is high and the cost to win a client keeps climbing, yet the leads still slip between the referral and the first call.
96%
of people referred to an advisor still research you online before they ever call, so a thin presence quietly kills referrals.
97%
of prospects plan to interview several advisors before hiring, so the one who responds first and books the intro call wins.
83%
of prospects check your reviews and awards before they choose, so reputation is part of the sale long before the first call.
55%
of advisors say winning new clients is a real challenge, so every dropped inquiry hurts more than it used to.
$3,119
the average cost to acquire one new client, so a lead that goes to voicemail is money already spent and burned.
25% to 60%
of inbound calls go unanswered at small and mid-sized firms, worst during the busy hours prospects actually reach out.
- Before they call
Prospects vet you online first.
Nearly everyone referred to you still researches you independently before making contact, so weak reviews or a thin presence quietly ends the referral before you ever hear about it.
- Within the hour
First to answer wins the client.
A high-net-worth prospect submits a form or calls between meetings and plans to interview several advisors, so the one who responds first usually books the intro call.
- Open hours
Missed calls leak real revenue.
You run back-to-back meetings and reviews, so inbound calls go unanswered during the exact hours prospects reach out, and one missed call can be a lifetime client lost to a competitor.
- Every miss
A dropped lead costs more now.
More than half of advisors say winning clients is a top challenge and the average client now costs thousands to acquire, so every lead that goes cold is money already burned.
The fix
How the Susanoo team and AI fix it
An AI employee answers and books, a managed team runs the follow-up and your reputation, all under one price.
AI employee
Answers and books, day or night
-
Every call, answered.
Picks up every call and web inquiry 24/7, so a prospect reaching out between meetings or after hours gets a live, professional response instead of voicemail.
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Booked while they are engaged.
Captures the full intake on the spot, the name, contact, assets or planning needs, and timeline, then books the introductory call straight into your calendar before the prospect cools off and shops other advisors.
Managed team
Runs the follow-up and your reputation
-
Nobody slips.
Follows up by phone and SMS until the prospect commits or opts out, so referrals and form fills do not get dropped during your busy review season.
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Reputation, handled.
Requests reviews from happy clients and keeps your Google Business Profile current, since 83% of prospects check reviews and 96% research you before they call.
- Every inquiry answered, 24/7
- Intro calls booked into your calendar
- A review requested from happy clients
- A real person on your account
Your practice, 30 days from now.
- Every call and web inquiry answered, even between meetings and after hours.
- Intro calls booked straight into your calendar while the prospect is still engaged.
- Every referral and form fill followed up, none of them dropped.
- Reviews climbing, so you show up and look trustworthy when prospects research you.
- And you in client meetings, not stuck chasing the phone and the follow-up.
The difference
What changes when the whole practice runs as one system
Most firms run on a phone, a calendar, and good intentions. Here is the gap between that and one connected system, across everything that brings clients in.
- The phone Calls and inquiries go unanswered, and most voicemails are never returned. Every call and message answered, day or night.
- Speed A new lead goes cold within minutes. First to answer, and 78% of customers buy from whoever responds first.
- Follow-up Most inquiries get one reply, then nothing. Persistent follow-up until the prospect books or clearly says no.
- Your clients One-off matters, no record, no reason to return. A CRM that remembers every client and returns about $8.71 for every $1.
- Marketing Leads leak out with no nurture. Nurtured leads make about 47% larger purchases.
- Reputation 47% of people skip a business with under 20 reviews. A review requested after every matter, and replies handled.
- Online presence Hard to find, while 81% of buyers research online first. Found first, with a complete profile that earns about 7x the clicks.
- Brand A scattered, inconsistent look across every channel. One consistent brand, worth up to 23-33% more revenue.
- Scaling The setup breaks the day you add staff or a second office. One system that runs the same across every office.
See it in action
I would be glad to help you get started. Let's set up an intro meeting with one of our advisors. I have Tuesday at 4pm or Thursday at 11am. Which works for you?
Booked for Thursday at 11am. I have your name and number and what you would like to discuss, and I will send a reminder. Looking forward to it.
The math
A whole team for less than the cost of one employee.
Everything that keeps a practice full of qualified intro calls, under one price.
- AI receptionist that answers and books intro calls, 24/7
- A managed team running follow-up by phone and SMS
- Reviews requested from happy clients, your Google profile kept current
- A CRM that remembers every prospect and where they are in your pipeline
- Your listings and online presence, handled
- Reporting, plus a dedicated Account Executive
Hire it out
- Client service associate Source: Glassdoor (USD)Payscale (CAD) $60,000$50,000
- Front-desk receptionist Source: Glassdoor (USD)Payscale (CAD) $42,000$37,000
- Follow-up and marketing Source: Glassdoor (USD)Payscale (CAD) $66,000$51,000
$168,000$138,000 a year
Susanoo
$48,000 a year
One subscription. The AI employee and the managed team, all of it.
Less than one of those salaries, and it never misses a lead.
The honest comparison
Why not just hire it out?
The honest comparison with the other ways practices try to cover intake and follow-up.
Hire a client service associate
A salary plus benefits, out sick some days, gone by 6pm, and still nothing for the nights and weekends when prospects reach out.
Use an answering service
Takes a message and hands you a callback list. It does not capture the intake, book the intro call, or run the follow-up.
Susanoo
Answers every inquiry 24/7, captures the full intake, and books the intro call on the line. Then the managed team runs the follow-up and your reputation.
Plugs into the tools you already run
- Phone and SMS
- CRM and lead inbox
- Calendar and scheduling
- Google Business Profile
Your risk, removed
The Promise
Install Guarantee
Your basics go live in 10 business days, or billing pauses until they are. And within 90 days, if it is not right for your firm, we rebuild it at no charge until it is.
Always-On Promise
A real person on your account responds fast. Your customers get an instant reply, day or night.
What happens next
From call to live in 10 business days.
- Day 0
Discovery Call, 15 minutes
We map where your firm is losing leads and exactly what we would build to stop it.
- 10 business days
We build and install
We connect it to the tools you already use and get your basics live in 10 business days. If we miss it, billing pauses until they are live.
Billing pauses until live - Ongoing
We run it with you
A dedicated Account Executive tunes it and reports, and within 90 days we rebuild anything that is not right for your firm.
90-day rebuild guarantee
Make it easy to start. Win the client.
- A clear map of where you are losing prospects right now, from missed calls to slow follow-up and weak reviews.
- A concrete picture of what we would build across phone, SMS, web, and your Google profile, end to end.
- The math on Susanoo versus hiring, one flat price set against a client acquisition cost that already runs into the thousands.
The prospects you miss go to the advisor who answers first, every day. We take on a limited number of practices a month, each with a dedicated Account Executive.