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Financial advisors: book more discovery meetings

Business owners, professionals, clients due for their annual review: Flunter runs through your calls, records every conversation and keeps track of what was said.

Fill your calendar with discovery meetings

Advisors live on their meetings. A week without new discovery meetings means an empty pipeline three months later.

Flunter runs through your calls and connects you as soon as someone answers. Your prospecting time goes into conversations, not dialing.

  • Business owners: pay, retirement, succession

  • Self-employed professionals: protection, retirement savings

  • Referrals from your existing clients

Sales rep seen from behind in a Flunter cap, on the phone

An accurate record that supports your advice

Good advice depends on knowing the client: their situation, goals, time horizon and attitude to risk. On the phone, all of that comes out in no particular order.

Flunter records, transcribes and summarizes the call. You get back what the client said to prepare the fact-find and engagement letter. You still write those documents, the transcript just makes sure nothing is missed.

AI transcript and summary of a sales call in Flunter

Every client's history in your CRM

"My daughter starts university next year", "I'm thinking of selling the company within two years": these details are what good wealth planning is built on.

Flunter logs every call, with its summary, on the right record in HubSpot, Salesforce, Pipedrive, Close, Boond Manager or Odoo. Anyone at the firm can pick up a file without piecing the history back together.

Flunter synced with HubSpot, Salesforce, Pipedrive, Close and Boond

Annual reviews booked without losing a week

Seeing every client at least once a year takes dozens of calls just to find a date. Few pick up the first time.

Start the list of clients due for review this quarter. For clients, the power dialer calls one number at a time and moves on by itself. For prospecting, the parallel dialer calls up to 5 numbers at once.

Simultaneous calls in the Flunter dialer

A recognizable number for your firm

Clients and prospects screen unknown numbers, especially when their money is involved. A number that changes with every call goes straight to voicemail.

With Flunter, you choose the number that is displayed. The whole firm calls from a consistent number, and your contacts know who is calling by the second time.

Choosing the caller ID number in Flunter

Track your firm's sales activity

Flunter's stats show calls made, pickups and conversations for each advisor. You can see how many calls it takes on average to book a discovery meeting.

You also spot who is keeping up with annual reviews and who needs a hand, without asking anyone for a report.

Call statistics per sales rep in Flunter

Prepare every meeting with the right context

Before a discovery meeting, reread the summary of the call that booked it: who referred them, what prompted the request, which topics came up.

The campaign list shows the last call and its outcome for each contact. You walk in prepared, and the prospect can tell you listened.

Prospect list of a calling campaign in Flunter

Frequently asked questions

  • It gives you more time in conversation. The parallel dialer calls up to 5 numbers at once and connects you to whoever answers, and the power dialer runs through calls one by one. Every conversation is summarized and saved in your CRM, which keeps your follow-ups consistent. Winning the meeting still comes down to your advice.

  • No. Your obligations stay the same: knowing your client, documenting your advice and handing over the required paperwork, under your registration and the rules that apply to your status. Recordings and transcripts help you find exactly what was said, which makes that paperwork easier to write.

  • Carefully. In France, cold calling consumers has required their prior consent since August 11, 2026, with some exceptions, and financial solicitation is regulated by the Monetary and Financial Code. Flunter is built for B2B, business owners and professionals on work-related topics, and for staying in touch with your existing clients.

  • Yes. The person must be told about the recording and its purpose, and be able to object. A sentence at the start of the call is usually enough. Also set a retention period that fits your professional obligations, and check with your adviser or professional association if you're unsure.

  • With the parallel dialer, if two people answer at the same time, Flunter connects you to the first and ends the other call. For clients, use the power dialer instead: it calls one number at a time and moves to the next automatically. Keep the parallel dialer for prospecting lists.