Let clients meet you before the first meeting.
One link for your signature, LinkedIn and introductions: a short video intro, what your clients say, and your booking link. So the first meeting starts with trust.
People choose an adviser, not a firm.
New visitor
Introduced by a client
Your link does the first hello.
or talk to the founder now:
Trust is the whole job.
Referrals look you up first
Even a warm introduction ends with them searching your name. A bio and a calendar say very little about who you are.
Money is personal
Someone deciding who to talk to about their savings wants to see and hear you before they share anything.
Every firm page looks alike
Firm websites list services and credentials. What sets you apart is you, and that is hard to put into text.
Be the adviser they have already met.
Your video intro builds trust, your clients back it up, and your booking link makes the first meeting easy to say yes to.
Your video intro
A minute in your own words: who you work with, how you work, and what the first meeting looks like.
What your clients say
Short video testimonials, if your rules allow them. You approve every one, and can add your own disclosure.
Your booking link
Keep Calendly, Cal.com or whatever you use now. Your page sends people straight to it.
Everything on one link.
Video intro
Record it in the browser with a script written from your bio. Re-record as often as you like.
Instant video calls, optional
When you are free, a prospect can talk to you right away in their browser. Off until you turn it on.
Your booking link
Calendly, Cal.com, HubSpot or any booking page. Visitors book on it, as they do now.
A page for your firm
Each adviser gets their own page, and the firm gets a team page that shows everyone.
A note under testimonials
Add your own disclosure wording; it shows in small print under your testimonials.
Tracked links
Send each prospect their own link and see who opened it, watched your video intro and clicked Book.
Your clients say it better than you can.
Where your regulator and firm allow it, a client explaining in their own words what working with you is like is the strongest thing on your page.
Generate a link
Copy your testimonial link from the dashboard and send it to a few happy clients, by email or text. We write the message for you.
They record in-browser
No login, no app. Your client opens the link on their phone and records a short video. It takes about 30 seconds.
Approve and display
Nothing shows until you approve it. Approved testimonials sit next to your video intro, with your own note under them if you need one.
Not allowed to show testimonials? Leave them off. Your page works with a video intro and booking link alone.
Built for advisers who win on trust.
Independent advisers
Stand out from the firm pages
Financial planners
First meetings that start warm
Wealth managers
Referrals that already know you
Advisory firms
A team page, and a page for every adviser
Send a link that sounds like you.
Set up your page in a few minutes, then put the link in your signature. Free for 14 days, then plans from $9/mo.
Got a firm? One team page, and a page for each adviser.
Questions asked frequently.
That depends on your regulator and your firm, so check with compliance first. If you can, you approve each one and can add your own disclosure line under them. If you can't, leave them off: your page works with a video intro and booking link alone.
No. Instant video calls are optional, and off until you turn them on. Most advisers start with a video intro and their booking link.
Yes. Paste your Calendly, Cal.com, HubSpot or any booking link. Callbird does not replace it; it puts your face in front of it.
Your email signature, LinkedIn, introduction emails from clients, and your website.