A cleaner way for advisors to turn interest into booked conversations.

Bridgewell helps wealth managers and financial advisors capture, qualify, and route inbound interest with an efficient intake process and AI-assisted triage—so you spend less time sorting and more time meeting.

Structured intake + qualification

AI-assisted triage and routing

Scheduling that reduces back-and-forth

Currently onboarding a limited number of advisors for a pilot cohort. No long-term commitment.

How Bridgewell works

1

Capture

A clean intake flow collects key details from interested prospects.

2

Qualify

AI-assisted rules + scoring help prioritize fit (you set preferences).

3

Route & Schedule

Qualified prospects are routed to the right next step: book, follow-up, or disqualify.

You stay in control. Bridgewell supports your process—it doesn't replace your judgment.

A good fit for...

✓RIAs, independent advisors, and small teams
✓Advisors who want fewer, higher-quality conversations
✓Advisors who value process, compliance, and clear boundaries

Not a fit if...

×You want "guaranteed" outcomes or instant results
×You are looking for mass cold outreach blasting
×You don't want any intake or qualification standards

What you get

Advisor intake + qualification workflow (custom to your preferences)
Routing rules (qualified / nurture / disqualified)

Scheduling integration (Calendly)
Monthly summary metrics (volume, qualification rate, booking rate)

Important: Results vary based on market, offer, and responsiveness.

Pilot cohort (limited availability)

We're onboarding a small group of advisors to refine the workflow and performance benchmarks. Pilot members receive priority setup, workflow customization, and direct iteration support.

What happens next:

1. Apply (2–3 minutes)
2. We review fit (typically same day)
3. If approved, you book onboarding and we configure your workflow

Apply for Pilot

This application helps us confirm fit and configure your preferences.

Advisor/Firm Info

Full Name *

Business Email *

Firm Name *

Website URL (optional)

Role *

State(s) you serve *

Calendar link (optional)

Client Fit Preferences

Target client type

Minimum investable assets

Primary services

Ideal geography/timezone (optional)

"Red flags / not a fit"

Capacity + Timing

How many intro calls per week can you handle?

Do you have an assistant/ops support?

Desired start date

Compliance + Acknowledgements

I understand Bridgewell does not provide investment advice. *I understand Bridgewell does not guarantee results, lead volume, or booked meetings. *I agree to the Terms & Conditions and Privacy Policy. *

Thanks — we'll review and follow up by email. If approved, you'll be invited to book onboarding.

FAQ

Do you guarantee leads or meetings?

No. We focus on process, qualification, and routing. Outcomes depend on market, offer clarity, and follow-up.

Is this cold outreach?

Bridgewell is built around structured intake + qualification workflows and routing. If any outreach is used, it must follow applicable laws and best practices.

Who owns the data?

You do. Bridgewell configures workflow and routing; your firm retains ownership of your prospect information.

How quickly can we start?

Pilot setups can begin after approval and onboarding scheduling. Timelines vary by complexity.

Is this compliant?

We are not a law firm and do not provide legal advice. We design conservative workflows and encourage firms to review with compliance counsel.

Contact

Email: contact@bridgewellprivate.com