GUEST POST By Kevin Gillam
As a financial planner, what extra roles do you assume? Are you a solo act without a secretary or client manager? Or, do you work in an office with other financial planners who have to fend for themselves?
If any of these situations apply to you, you are probably missing important 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. One solution that professionals are increasingly turning to is a virtual receptionist, who can give your office an extra personal touch, free up your time, and help you stay connected.
What is a Live Virtual Receptionist?
A virtual receptionist is an offsite receptionist; her 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.
The services that a virtual receptionist offers vary by contractor 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 Receptionist Can Help a Financial Planning Firm Succeed
When you partner with a live receptionist service, you enhance your business’ professional image and give customers the personal attention that they crave. Because you’re not weighed down by tedious tasks and the added stress of handling calls when you need to focus on the numbers, a receptionist service can help grow your business to its full capacity while maintaining and increasing client retention.
Consequently, you’ll see your bottom line grow as your clients continue to receive the five-star customer service that they deserve.
Author Bio: This post was contributed by Kevin Gillam, the Director of Marketing at Ruby Receptionists. Ruby is a leading live virtual receptionist service in Portland, Oregon and provides personalized, remote receptionist service for attorneys and small businesses throughout North America.0