Ruby partners with NAPFA for financial advisors.

Reading time:

“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!

Read the press release

Ruby News

View All
Ruby continues to lead industry in employee investment
News

Ruby doubles down on training & progressive wage structure

Ruby Grasshopper collaboration
News

Ruby and Grasshopper provide end-to-end phone solution for businesses

how businesses can address labor shortage
Media

[Column] With Oregon’s talent shortage, what workers really want

lifelong customer podcast
Media

[Podcast] Marketing insights with Rebecca Grimes

Ruby partners with Scorpion
News

Scorpion and Ruby partner to help customers manage their digital marketing-driven growth

Text: CFO of the Year
Media

Jace Thompson named CFO of the Year

Women in key roles text image
News

Multiple promotions of women leaders at Ruby

Media

Rubys hiring up to 100 new employees

News

Ruby expands into Arizona

News

Ruby earns two Stevie awards

News

Ruby publishes “The Shifting State of Healthcare”

Announcements

Ruby certified as a Great Place to Work for 5th year

News

Ruby’s 24/7, HIPAA-compliant services reduce burden on healthcare staff

News

Ruby achieves 5 years on Oregon’s Most Admired Companies Llist

Media

Adapting to the new business context

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.

Legal_Final

The Secret to Successful Law Firms

The inside scoop on Clio’s latest legal trends report.

Phone Thumbnail 2

10 Questions to Ask a Virtual Reception Provider

Ask the right questions and rate virtual reception services with our handy guide and scorecard!