You did not become a retirement plan advisor to live in voicemail.
Yet for many firms, growth still means prospect lists, unanswered numbers, and hours hoping someone picks up. That is time stolen from fiduciary work, client relationships, and the conversations that actually close plans.
The problem is not effort. It is spending your best hours on repetitive outreach instead of qualified dialogues.
RiXtrema built the 401(k) AI Agent for advisors who want to reach CFOs, HR leaders, and plan sponsors without turning every day into a cold-call grind.
It researches plan data and the prospect’s context, then crafts outreach that sounds like you understand their business – not a blast to thousands. Click Start Calling, and the agent dials, detects voicemail, leaves messages in your voice when appropriate, and moves to the next name. Internal testing showed work that once took five to six hours often finishing in about one hour.
When a decision-maker answers, real-time coaching helps you handle tough plan questions with confidence – so the call stays a conversation, not a scramble.
The agent handles research, personalization, dialing, and prep. You handle trust, relationships, and closes.
More qualified conversations. Less cold calling. Technology does the busywork – you grow the practice..
