Transform Your Retirement Planning Firm with a Website That Runs Your Business
Custom-built website with integrated AI assistant, CRM, automation, and content engine — so you capture every lead, follow up automatically, and grow without managing multiple tools
Capture and respond to after-hours inquiries about RMDs, Roth conversions, and retirement income planning instantly with your AI assistant
Publish monthly SEO content on safe withdrawal rates, Social Security strategies, and healthcare cost planning — written and published automatically
The Retirement Planning Conundrum Missed Calls, Manual Follow-Up, No Time for Content
Up to 50% of after-hours calls may go unattended
Missed After-Hours Calls Cost Retirement Firms Potential Clients
Retirement planning firms face a significant challenge with after-hours inquiries, particularly from individuals nearing retirement who need immediate guidance on RMDs, QCDs, or Roth conversions. Many firms lack the resources to handle queries outside business hours effectively, leading to lost opportunities.
40% of calls are for basic retirement plan information
Time-Intensive Routine Inquiries Tie Up Your Team
High-volume routine questions about RMDs, 401(k) rollovers, and Social Security claiming tie up phone lines and staff time. The US asset management market is projected to reach $125.98 trillion by 2031, emphasizing the scale of client inquiries retirement firms handle.
Most firms publish less than 1 piece of content per quarter
No Time to Create Content That Attracts Ideal Clients
Retirement planning firms know they need content on topics like sequence of returns risk, retirement tax minimization, and legacy planning — but advisory work leaves zero time for writing. Without consistent content, firms miss organic search traffic from high-intent prospects searching for specialized retirement guidance.
AI Business Sites Builds Your Website and the Engine That Runs It
Custom Website + AI Assistant + CRM + Automation + Content Engine — All in One
AI Business Sites equips your retirement planning firm with a custom-built Next.js website that includes an AI assistant for 24/7 client inquiries, integrated CRM with visual pipeline, automated follow-up sequences, and an AI content engine that publishes SEO-optimized retirement planning content monthly — all managed through a single admin platform.
Why Retirement Planning Firms Choose AI Business Sites
Never Miss a Lead Again
Your AI assistant answers website chats and phone calls 24/7, captures every inquiry instantly, and sends personalized follow-up emails automatically — so no prospect falls through the cracks, even after hours.
Instant auto-response on every lead from any source — web, phone, chat, or form
Content That Ranks Without You Writing It
The AI content engine researches, writes, and publishes monthly blog posts, service pages, and location pages on retirement planning topics — safe withdrawal rates, Roth conversion strategies, Social Security optimization — with automatic internal linking for SEO.
~14 new SEO pages published monthly, grounded in your actual services
One System Replaces 8+ Separate Tools
Website, CRM, automation, content writer, newsletter platform, project management, document generation, and phone answering — all built into one platform you own. No more duct-taping together subscriptions that don't talk to each other.
Consolidation replaces website builder, CRM, automation tool, content agency, scheduling, analytics, document tools, project management, and newsletter platform
Everything You Get
How It Works
Custom Website Setup
Hand-built Next.js website with 25-30 core pages plus 60 AI-generated SEO pages, Google Business Profile optimization, and integrated admin platform — live within 30 days.
AI Assistant Training & Automation Setup
Configure your AI assistant with your firm's knowledge base for retirement planning inquiries, set up automated lead follow-up sequences, and build custom workflows for client onboarding.
Launch and Ongoing Content
Website goes live with search presence configured. AI content engine begins publishing monthly retirement planning content. Ongoing optimization and performance analytics included.
Why We're Different
Custom Websites Built for Retirement Planning Firms — Not Templates
AI Assistant Handles Website Chat and Phone Calls 24/7
Integrated CRM with Visual Pipeline and Two-Way Email
Visual Automation Builder for Custom Follow-Up Workflows
AI Content Engine Publishes ~14 SEO Pages Monthly
Built-in Newsletter Platform with AI Content Generation
Full Project Management with Client Approval Portals
AI Document Generation — Proposals, Presentations, PDFs
Privacy-First Analytics Built Into Your Admin
You Own Everything — Code, Content, Domain, Data
Built by AIQ Labs | 200+ AI Systems Deployed | Custom Websites for Service Businesses
Real Results from Real Businesses
“Our website now handles after-hours inquiries about RMDs and Roth conversions automatically. The AI assistant captures leads and sends instant responses, so we never miss a potential client — even on weekends.”
Rachel Kim
Principal, Golden Years Retirement Planning · Retirement Planning Firm
“The AI content engine publishes retirement planning articles every month without us lifting a finger. Our organic traffic has grown steadily, and the leads coming in are already educated on our services.”
David L., Managing Director
MD, Retirement Wealth Advisors · Retirement Planning Firm
“We replaced our CRM, email platform, and project management tool with this one system. Client approvals, document generation, and pipeline tracking all happen in one place — it's simplified our entire operation.”
Karen M., CEO
CEO, Platinum Retirement Services · Retirement Planning Firm
Frequently Asked Questions
How does the AI assistant handle complex retirement planning inquiries?
Does the platform help with compliance for client communications?
Can the automated lead system integrate with our existing CRM?
What is the typical timeline for seeing results from the AI-generated content?
How does AI Business Sites compare to generic website builders for retirement planning firms?
Schedule Your Retirement Planning Firm Website Consultation
Get StartedRelated Articles
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Your website should work while you do.
Custom-built, AI-powered, and loaded with everything your business needs — content, CRM, voice agent, automations, and more. Live in seven days.
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