AI won't replace you.
It will create an advisor who can't be replaced.
Your clients don't want a chatbot. They want you — prepared, precise, and powered by an AI co-pilot they'll never see but always feel. That's how you close more business.
The Retirement Advisor Co-pilot
When done right, AI doesn't replace the advisor — it creates an advisor who operates at a level the competition simply cannot match.
RETA is the invisible advantage that makes that possible. It listens to every conversation, captures every detail, and turns it all into the kind of follow-through that builds trust. Your clients experience deeper insights, clearer communication, and solutions that fit like a custom suit.
It already knows your clients.
Connected to Zoom.
Every call recorded and transcribed. You don't upload anything. You don't copy-paste anything. It's just there.
AI that works because it's wired into your actual workflow.
Connected to your CRM.
Client history, contact details, conversation threads. RETA reads the room because it already has the context.
One conversation. Nine AI-powered outputs. Zero typing.
Client Summary
A professional recap your client can actually read.
Follow-up Messages
The email you'd write, if you had the time.
Slide Outlines
Presentation structure pulled straight from what you discussed.
Objection Replies
Every pushback, addressed. Based on what they actually said.
Advisor Insights
Coaching notes only you see. What went well. What to adjust.
CRM Notes
Formatted for Jucebox CRM. No retyping.
Financial Profiles
Income, assets, goals, concerns. Extracted from conversation, not a form.
Meeting Briefs
Walk in knowing everything. Walk out with the action items.
Tone Rewrite
Same content, different voice. Match any client's style.
Three steps. That's it.
Have the meeting.
That's it. RETA handles the rest.
RETA reads the transcript.
Call stage detection. All 9 outputs generated.
Open your dashboard.
Everything's there. Review, edit, send.
Client profiles that write themselves.
Every call adds detail. By the third meeting, RETA has a complete financial picture: income, assets, liabilities, Social Security, goals, risk tolerance. You never entered a single field.
John Doe
3 meetings, profile 87% complete
RETA™ is exclusive to the Jucebox Partners platform.
Produce with Jucebox Partners and RETA is yours. It's one of the advantages top advisors unlock when they join the platform. Curious what that looks like? We'd like to show you.
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