Your financial philosophy. Your AI clone, answering client questions between reviews.
Clients have questions between annual reviews. Your AI clone handles the education, so you handle the advice.
Your Personify clone answers client education questions in your voice, explains concepts in your framing, and keeps clients engaged between formal reviews.
Embed Personify inside your course, cohort, or community
What is an AI clone for Financial Advisors?
Financial advisors use Personify to build an AI clone trained on their investment philosophy and educational content. The clone explains concepts, clarifies terminology, and shares the advisor's framing when clients have questions that don't warrant a 60-minute review. It pre-qualifies prospects by letting them engage with the advisor's approach before booking. Clients receive support in 100+ languages, and the clone always identifies itself as an educational AI tool rather than a regulated adviser.
See It In Action
See how coaches turn their knowledge into an AI that answers like them.
Built for financial advisors who want clients engaged year-round.
Financial advisors use Personify to keep clients educated and engaged between annual reviews, reducing unnecessary meeting requests and improving client confidence.
Answer the basic questions without a full meeting
Your clone explains concepts, clarifies terminology, and shares your investment philosophy when clients have questions that don't warrant a 60-minute review.
Let prospects understand your approach before they book
Embed your clone on your website. Prospects who have already engaged with your philosophy arrive at first meetings better qualified and more committed.
Keep clients connected to your thinking between meetings
Clients who feel informed and supported stay longer. Your clone delivers your market commentary and educational content on demand, reinforcing the relationship.
What financial advisors achieve with Personify
Real outcomes from advisors using Personify to keep clients educated and reduce unnecessary touchpoints.
Fewer unnecessary meeting requests
Your clone handles the questions that don't require a formal review, freeing your calendar for the conversations that actually move things forward.
Should I pay off debt or invest?
Student, just now
It depends on the interest rate. If your debt is above 5-6%, clear it first. Here's the framework I use...
Your clone, 2s
More confident, better-prepared clients
Clients who understand the basics arrive at reviews better prepared and ask better questions. Meetings go deeper.
Support clients in 100+ languages
Serve clients in their preferred language. Your clone explains financial concepts in your framing, in their language.
Charge for access
Answer it once.Get paid forever.
Stripe Connect is built in. Set your price, share your link, get paid monthly, on top of everything you already sell.
For you if
- You're a coach, consultant, course creator, or expert
- You have an established program (course, cohort, or membership)
- You have content (videos, courses, frameworks)
- You answer the same questions every week
- You want to scale without more calls on your calendar
- You value your freedom and impact
- You believe AI is here to stay
“I coach athletes in 10 countries. Someone in Korea has a nutrition question at 3am my time, someone in Spain needs recovery advice before a race. I can't be awake for all of them. Now my AI clone handles it. Same protocols, same advice I'd give, any timezone.”
Janis
Endurance Coach, Train2Win | Coaches Olympic athletes across 10+ countries
10+ countries · 840+ AI conversations per month · 15+ hours saved weekly
Read the full case studySimple pricing. Start free.
Try it free. Upgrade when you’re ready to monetize and scale.
Free
Try Personify. No credit card required.
Perfect for testing your first clone.
Included
- 100 messages per month
- 1 AI clone
- 10 documents
- Embed on Kajabi, Thinkific, Teachable, Circle, or your site
- Shareable clone link
- Basic analytics
Personify Pro
Everything you need to run your AI coaching clone.
Billed annually at $348 (2 months free)
Included
- Unlimited messages
- Unlimited clones
- Unlimited documents
- Charge students for access (Stripe Connect built in)
- Remove “Powered by Personify” branding
- Conversation dashboard & student insights
- Lead capture and email integrations
- Free 1:1 onboarding call with our team
- 100+ language support
- Priority support
The 10-Minute Guarantee
If your clone isn’t answering like you within 10 minutes, we’ll build it with you live on a call.
Need voice cloning, custom integrations, or a dedicated manager? See our done-for-you service
Questions before you start
The honest answers. If yours isn’t here, email us and we’ll answer it personally.
Still unsure? Start free. Free forever plan included. No credit card required.
Ready for voice cloning?
Your DIY clone handles text. Our done-for-you service adds your actual voice. 97% likeness, custom integrations, and a dedicated success manager. Same AI, premium delivery.