Question 1

Will Mikla give investment advice?

Accepted Answer

No. It explains how your firm works, how it is paid, and what happens on a first call. Then it books the discovery call. It never names a product, a portfolio, or a strategy, and it never says what is suitable for anyone.

Question 2

Can it talk about performance or returns?

Accepted Answer

No. It quotes no past performance, no projection, no illustration, and no claim about what anyone has earned. Those conversations belong to a licensed advisor with the whole picture in front of them.

Question 3

How does it qualify against our minimum?

Accepted Answer

It asks about the timeline, what the prospect wants to plan for, and the accounts they already hold. It uses wording you approve. Anyone who clears your threshold gets a discovery call. Everyone else gets a courteous answer.

Question 4

Referrals go cold before anyone calls back. Does this fix that?

Accepted Answer

Mikla replies the day the referral arrives. It thanks the person who made the introduction if you want it to. Then it puts a discovery call on the calendar while the interest is still there.

Question 5

What about the seminar list?

Accepted Answer

Working a stack of cards by hand takes days nobody has spare. Mikla follows up with everyone who gave you their details, answers what comes back, and books the ones who are ready.

Question 6

Can compliance review what goes out?

Accepted Answer

Yes. Hold everything in draft for review. Approve wording once and reuse it. Keep a record of what was sent and to whom. Auto-send is released only on the channels your compliance team signs off.

Question 7

Does it handle rollover and retirement enquiries?

Accepted Answer

It captures them accurately. The account type, the former employer, the target retirement date, and what the prospect wants the money to do. It gathers the facts. The advisor covers the substance on the call.

Question 8

Discovery calls across time zones keep going wrong. Can it help?

Accepted Answer

It offers windows in the local time of whoever it is speaking with. It books the slot in that time zone and sends the reminder in it as well. Nobody joins an hour early again.

Everything Mikla can do for your venue.

Find Mikla for your business.

Best AI Receptionist
for Financial Advisory Firms

From a referral to a discovery call that actually happens.

Introductions arrive on nine channels. None of them should wait for Friday.

A front desk that knows what it may not say.

Common questions.

Mikla is built for every kind of local business.

We configure Mikla on your firm.

Full refund if Mikla doesn't pay for itself.

Turn a referral into a booked discovery call.

Best AI Receptionistfor Financial Advisory Firms