Get More Financially Qualified Appointments for Your Retirement Planning Business

AI-Powered Client Acquisition for Retirement Advisors — 100% Compliance Guaranteed

Frequently Asked Questions

Your Questions, Answered Clearly

1. How does Serenity AI Solutions generate qualified retirement planning appointments?

We use a fully automated system that combines targeted ads, AI chat qualification, and automated booking. Our AI filters prospects by age, income, investable assets, and retirement timeline — ensuring every booked call is with a high-quality, financially qualified lead.

2. Is your system compliant with financial regulations?

Yes. Compliance is our top priority. All marketing and messaging assets are reviewed to align with FINRA and SEC advertising and communications guidelines. Our automation workflows are designed to avoid financial advice triggers while still engaging prospects effectively.

3. How soon can I expect results after onboarding?

Most clients start seeing qualified consultations within the first 14–30 days after launch, depending on ad budget and audience size. Our guarantee ensures you’ll get at least 5 qualified consultations in your first 30 days — or we’ll work for free until you do

4. What platforms does the AI system integrate with?

Our system integrates seamlessly with popular tools like:

CRM platforms: GoHighLevel, HubSpot, Salesforce

Calendars: Google, Outlook

Ads & Analytics: Meta Ads, Google Ads, Google Analytics
We’ll handle the entire setup for you.

5. Do I need to have marketing experience to use your system?

Not at all. Our team sets up and manages everything — from campaigns to automations. You’ll receive clear reports each week showing your ROI, appointment volume, and conversion metrics.

6. What kind of support do you provide?

We offer 24/7 customer support via live chat, email, and phone. Each client also gets a dedicated success manager who monitors campaign performance and ensures smooth operation.