The Voice Prospecting Playbook: Scalable Conversational Outreach with AI

This episode unpacks a practical, repeatable playbook for using AI-powered voice prospecting to generate meetings from cold and lukewarm prospects. Bob interviews Anna Lee (or Alex Ramariz as backup) to walk through the exact components advisors need: the script DNA that sounds human, a compliant telephony stack, a 3-touch voice sequence that converts, and the metrics to run this as a repeatable campaign. You’ll get a mini case study showing scripts that moved the needle, clear implementation steps you can complete in a week, and simple safeguards so your outreach stays legal and ethical. Designed for solo advisors and small teams, the episode teaches one real system, solves the “no-time-to-prospect” problem, and gives listeners an immediate action plan they can implement with existing tools.