AdvisorTrends - The 3xEquity Podcast

Apple Eyes Your BizDev Strategy


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Learn more at: 3xequity.com.


For decades, cold calling was the bread and butter of client acquisition for financial advisors. It was a numbers game. Call enough people, and a few would say yes. But in 2025, the game is changing and in this case, Apple isn’t exactly your best friend.

With iOS 26, Apple is introducing a new Call Screening feature that changes how unknown calls reach iPhone users. Instead of ringing through, these calls are intercepted by an AI assistant. The caller is prompted to state their name and reason for the call, and the recipient sees a live transcript before deciding whether to answer. Think of it as voicemail before the phone rings.

Here’s why that matters:3xequity.com

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AdvisorTrends - The 3xEquity PodcastBy 3xEquity


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