Counterpart · Wealth / finance
Client desk
Someone wants to talk money — carefully.
Answers process questions, qualifies intent, and schedules advisors without leaking advice it shouldn’t give.
GuidesQualifiesSchedulesHands off
What adapts
Services, disclaimers, client filters, advisor calendar.
Commissioned around your firm’s voice, disclaimers, and advisor routing.
End state
Serious conversations booked. Boundaries held.
In the conversation
What a Counterpart actually does here.
01
Process
Explains how engagement works without giving regulated advice.
02
Intent
Separates curiosity from people ready for an advisor.
03
Booked
Puts the right conversations on the right calendar.
Commission one for wealth / finance.
Ask Morgan if this door fits — or go to pricing when you already know.