How Answering Services Boost Business for Financial Planners

Missed calls are missed opportunities to engage potential clients and create a lasting impression for your business. Providing the best possible customer service for every caller will set you apart from competing firms—if you can manage to answer those calls to begin with.

That’s why financial planners have started embracing answering services. A team of professional receptionists, customizing their knowledge base and language for your business and clients, will enhance customer service at a fraction of the cost for in-house employees.

Here’s how:

Answering service agents make stellar first impressions.

Your days may be full of back-to-back meetings and scheduled calls; who greets your clients: a cold, impersonal voicemail box or a welcoming, friendly, live person?  The virtual receptionists at an answering service will promptly answer your calls and can even answer basic FAQs about your firm.

Financial planners focus on financial planning (without distraction).

When you’re plugging away on something that requires a high level of concentration, an interruption like a phone call can interfere with your workflow and may increase the time it takes to finish your project by a factor of 25(!). You can update your availability at any time via email, phone, our free iPhone app, or mobile-friendly Member Services Area. This can be anything from, “Hold my calls until 1:00,” to “In a meeting from 9–10:00,” to “Working from home; transfer calls there”—it’s like giving us a virtual tap on the shoulder!

Answering service agents do more than answer phones.

Virtual receptionists can also perform different actions based on the type of call. For example, they can… 

  • Ask potential clients how they heard about you and what services they’re interested in
  • Track you down for urgent calls or only take messages for current clients 
  • Compile contact data for lead conversion
  • Answer standard questions for callers so you can focus on higher-order inquiries

How a receptionist handles calls is entirely up to you.

Planners can take breaks without missing anything important.

You don’t have to be chained to your desk, waiting for the phone to ring; our virtual receptionist team can transfer calls to you wherever you are, whenever you like. When you can’t or don’t want to be reached, an answering service can email and/or text your messages to you immediately, so you’re always in the loop.

Explore your answering service options.

At Ruby, we love working with financial planners; after six years of answering calls for investment advisory firm Chartered Advisory Group, we asked Bob Pedrick what he thought of Ruby. Here’s what he said:

Ruby brings extraordinary value and efficiency to our practice. When our clients call, a super nice person – not a machine – answers the phone and is able to connect that client to us no matter where we are. Ruby works 13 hours a day during the week, never gets sick, never takes a day off, never complains, and can handle as much call volume as you can throw at her for a price you just have to see to believe.

There are numerous third-party providers for virtual receptionists. Make sure you choose one that provides well–trained talent with 24/7/365 availability at an affordable price. At Ruby, we pride ourselves on doing just that. Find the best answering service options for your unique financial planning firm.

Try Ruby Risk Free

Call to talk to a live virtual receptionist and hear why 10,000+ companies Ruby.

Call Ruby Sign Up
Sales Support

Already a Ruby customer?

Let’s get started.

Ready to turn more callers into customers?

Missed connections translate to lost revenue. With Ruby, you have a partner in gaining and retaining customers. Plus, we’re so confident you’ll love our service, we offer a 21 day money-back guarantee*.

*Ruby is delighted to offer a money-back guarantee to first time users of both our virtual receptionist service and our chat service. To cancel your service and obtain a full refund for the canceled service (less any multi-service discount), please notify us of the service you wish to cancel either within 21 days of your purchase of that service or before your usage exceeds 500 receptionist minutes/50 billable chats, as applicable, whichever occurs sooner. Some restrictions may apply.