“Giving a VIP client experience is the number one source of referrals and happy clients,” says Jill Nelson, Ruby’s Founder and CEO, to the folks at WealthManagement.com.
To help provide clients with an individualized experience, we here at Ruby have designed a mobile app that expands upon traditional receptionist services. The app offers the flexibility to choose when to have a Ruby receptionist answer or when to forward calls directly to advisors, and more!
Check out the article for the full scoop!