Deliver personal experiences online and over the phone with one central point for communication.
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“NAPFA is excited to partner with Ruby Receptionists to offer valuable services to its members,” said Nikki Palluzzi, Senior Manager of Members Services, NAPFA. “Ruby helps elevate our members’ ability to serve consumers through fee-only financial planning.”
Financial advisor success depends on providing personalized, reliable service to their customers and Ruby’s dedication to creating real, meaningful customer experiences is the perfect match for such a high-touch industry!
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