Engage Clients and Build Trust

Send voice updates
to your clients

Alexa notification on Echo Show - Plancorp unread message

Our Customers Are Awarded Advisors

RIA Channel top 100 wealth managers
FT 300 top advisers 2020
RIA Channel top 100 emerging wealth managers logo

What Our Customers Are Saying


Tyrone Ross

CEO, Onramp Invest

Cooked up with the brilliant @emilybinder today. There’s some cool things coming up with @Onrampinvest and @WealthVoiceAI.

Peter Lazaroff

Peter Lazaroff, CFA, CFP®

Chief Investment Officer, Plancorp

Thank you, Emily Binder and WealthVoice for helping us launch this latest marketing initiative for Plancorp.
(LinkedIn post)


James Werner headshot

James Werner, CFP®

Founding Partner, Silicon Hills Wealth Management

Silicon Hills is looking forward to a terrific partnership that allows us to quickly share our ideas. We are enabled! (LinkedIn post)

Advise All of Your Clients at Once

Broadcast to Alexa whenever you want.

Your voice when clients ask.
On smart speakers & mobile.

Communicate quickly with less effort.

The benefits of podcasting without the time commitment.

Impress leads and clients with better tech.

Dazzle with the hottest technology: smart speakers and voice assistants.

Highlight your team and services.

Add advisor bios, headshots, and company information.

Cut through all the digital noise.

44% of people want to receive less email.
Play in an uncrowded channel.

Get your day back. Fast easy marketing.

Publish a Broadcast in minutes. Reach clients efficiently, but personally.

Don’t Miss The Trend

Voice Technology Is Growing Faster Than Smartphones Did

smart speaker consumer adoption chart

New: Client Welcome Gifts

White Label Client Welcome Gift- Echo Show 5 Alexa from WealthVoice

You can't phone it in when it comes to communicating.

Done-for-you client gift packages include a smart speaker featuring your custom branded collateral with a QR code to quick-launch your Alexa Skill. Learn more.

Some of Our Customers

Onramp Invest logo gradient
Three Bell Capital logo
Wipfli Financial Advisors logo
Silicon Hills Wealth Management logo

Frequently Asked Questions

What is WealthVoice?

WealthVoice is a content management system (CMS) that lets you easily create a voice app on Alexa and send your clients updates with notifications. Your WealthVoice app has two main purposes: 1) it’s like your homepage, but for voice. 2) it empowers you to send broadcasts (voice messages) to your clients or audience anytime on their Alexa device.

Is WealthVoice related to podcasting?

Yes, because your Broadcasts are essentially mini podcasts. The difference is that you can choose your cadence with WealthVoice: there is no set schedule as is expected with a podcast (e.g. weekly). This gives you more flexibility while retaining the value of an authentic voice relationship with your listeners.

Alternatively, you could put your podcast RSS feed into WealthVoice so that your audience gets notified via Alexa whenever you publish a new episode. It’s up to you whether you use WealthVoice for special broadcasts or to share an existing podcast.

Can I put my podcast on WealthVoice?

Yes, you can simply add your RSS feed and we’ll push any new episodes out as Broadcasts with notifications on Alexa.

What is an Alexa Quick Link?

Quick Links for Alexa are a relatively new capability that lets you add a link from your mobile app, website, or online ads that customers can click to launch your skill. This makes it easy for customers to access your skill from any device. You’ll get a Quick Link like this with your WealthVoice skill. Here’s an example of marketing with the handy Alexa Quick Link on social media.

Why does my business need voice marketing?

  1. You need to communicate and most channels such as social media and email are crowded. Voice lets you stand out while building a stronger connection in the part of the brain where emotion and memory are stored.

    We know that purchase decisions are highly emotional rather than rational. And brand lives in the subconscious. Voice is a direct route to your audience’s emotions and ability to feel affinity and trust for your brand or business. It’s a key ingredient in retaining and growing your business through content marketing (vs paid advertising where your CAC will be a constant cost with no brand leverage).

    Voice is the fastest growing technology because it’s accessible, hands-free, and intimate in a way text simply can’t be. Establishing your voice presence is similar to building your website in the early days of the internet, but the difference is that voice is already ubiquitous through the rise of podcasting (which hit a waterloo moment of over 50% of the U.S. adult population has listened to a podcast in 2019).

  2. Effective marketing is about attention. Being present where attention allows your target audience to see and hear you. Voice is the fastest growing area where attention is heading. When we look at the eras of technology moving from the PC to the smartphone to voice, the companies who took advantage of emerging platforms to claim their brand, establish their presence, be accessible where attention lives, were successful whether that was those first to the internet, first to blogging, first to social media and YouTube, and now first to voice.

    Voice marketing is a key component of a modern content marketing strategy. Podcasting is a highly effective medium for building an intimate connection and sticky trust over time, demonstrated by the efficacy of host-read ads or testimonials: they outperform any other type of ad. Read more on our blog.

Why do I need WealthVoice?

  1. Communicating consistently and authentically builds your brand to attract new leads and solidifies existing client relationships. A strong brand and marketing strategy results in long-term business, a greater share of wallet, and deeper trust. WealthVoice blends the benefits of content marketing and modern communications. To build a trustworthy professional brand, you already invest in content marketing, namely social media, blogging, podcasting, and/or email marketing. To be easily reachable you invest in table stakes comms tools, namely your phone and email. Having a WealthVoice app boosts your content marketing out of the “crawl phase”, i.e. Facebook posts and email blasts to “run phase”, i.e. a hands-free voice experience on the #1 voice assistant (Alexa). Voice marketing cuts through the clutter of other digital channels. Voice gives you a direct, intimate channel to reach clients in a one-to-one manner, capitalizing on the same intimacy that has propelled mass adoption and success of podcasts.
  2. Text-based communication including email and social media are crowded, noisy, and with U.S. screen time averaging 11 hours a day, people feel saturated. (In fact, 44% of people say that businesses could improve the client experience by sending emails less frequently.) With smart speakers being the fastest-growing consumer technology of all time, even outpacing the adoption of the smartphone, having a professional voice presence now is better than just a hedge for where the future of attention might be; it’s an investment in where the puck is clearly headed. 

What is an Alexa skill?

Alexa skills are like apps. You can enable and disable skills, using the Alexa app or a web browser, in the same way that you install and uninstall apps on your smartphone or tablet. Skills are voice-driven Alexa capabilities.

Request a Demo

  • (E.g., podcasts, phone calls, voice memos, videos, audiograms)
  • Please mention the person or company who referred you so we can thank them. 🙂