Increasing professional service capacity is a challenge…do you wait until the decrease in service levels is costing you business? Or do you spend money you haven’t made yet to provide service which is not required by the extra clients you don’t have yet?
As a financial planner, what extra roles do you assume when you are essentially a solo act without a personal assistant or client manager?
You are probably missing valuable phone calls when you’re at a meeting, chatting with clients or are in the middle of a project. While you may have a voicemail system, a missed call still means risking the loss of a potential new client because speed of answering those enquiries makes a difference to the conversion rate.
One solution that professionals are increasingly turning to is a virtual receptionist or virtual assistant, who can give your office an extra personal touch, free up your time, and help you stay connected, but at a fraction of the cost of a full time employee.
A virtual assistant is an offsite part time staff member; and the main role is to communicate with your clients. Such a provider is more than an answering service; it’s a service that enhances your professional relationships by engaging with your callers in a positive, friendly, and professional manner together with handling other administrative tasks if you need them to.
The services that a virtual receptionist offers vary and may include:
The Benefits of a Virtual Receptionist
When you use the services of a good virtual receptionist, your callers can’t tell that she’s at a remote location, enhancing your business’ professionalism and making it appear bigger. In a business where stellar first impressions are vital, a receptionist can help you put your best foot forward.
Virtual receptionists also offer the following benefits for your financial planning business:
How a Virtual Assistant Can Help a Financial Planning Firm Succeed
Going a step beyond just the receptionist functions you can improve your productivity, customer service and business performance by hiring a virtual assistant. That is someone contracted to provide limited hours and/or limited support functions over and above handling initial enquiries. They can of course be engaged to fulfil full time duties, but more typically they are an excellent “half way” step for growing advice businesses that are not yet ready for a full time staff member but have the need for some assistance.
Using virtual assistance and support services are definitely a way to enhance your business’ professional image and give customers more personal attention or faster service. They are definitely a way to cost-effectively increase the practice’ capacity on an incremental basis.