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Financial Planners: Cut Down On Interruptions With A Message Taking Service

Tony PrietoJune 6th, 2022

Are you looking to take your financial planning firm to new heights? While there are plenty of ways to improve your business, a tried and tested approach is to pay attention to your margins. Time is money, after all, and every minute and dollar you spend adds up.

Between servicing existing clients, doing research, and meeting with new clients, as a financial planner your days are already packed full. Interruptions cost you time and money; why not save both by hiring a message taking service?

With Ring Savvy’s message taking service, you’ll never miss a call, even when you can’t get to the phone. Whether you’re trying to get something done or meeting with a client, you’ll never get interrupted by a phone call. Below we’ll go into detail on how our virtual receptionists will give your clients, new and existing, a stellar service and help your business grow.

Don’t Let Phone Calls Govern Your Day

Whether you’re meeting with a client or working on client portfolios, the last thing you want is to be interrupted by a phone call. On the other hand, you can’t afford to let calls go to voicemail. If the caller is a prospective client, they’re likely to just call another planner if they can’t get to you immediately.

With a message taking service, you can have the best of both worlds. A highly-trained virtual receptionist will answer every one of your calls. They’ll send you a detailed message containing a summary of each call as soon as the call concludes, via text, email, or both. You won’t experience interruptions while working or meeting with clients, and you’ll be able to follow up as soon as you’re available, on your own schedule.

And, if you only need an answering service available to pick up your phone while you’re busy, our overflow call handling feature will let you do just that. Our virtual receptionists will only pick up on the third or fourth ring, so you’ll always have a chance to answer. So, if you don’t want to be interrupted, simply turn your ringer off, and we’ll take care of the rest. As before, you’ll always be able to check your texts or email to know what’s going on at a glance.

Secure Leads While You Work

You might be wondering how a message taking service is different from just letting your new leads go to voicemail. The best way to secure a new client is to speak to them yourself, after all. How can delegating your calls to a virtual receptionist change that?

While it’s true that some answering services aren’t great at lead capturing, we here at Ring Savvy understand that new clients are the lifeblood of smaller companies. We’ve trained our virtual receptionists to be experts at securing new leads. They’ll perform a new client intake for every new lead that calls in, and you’ll receive all the information collected during the process as soon as the call ends. Once they’ve given their information and been told by a live person that you’ll get back to them as soon as you can, they’ll feel they’ve already made their decision and will be much more willing to wait for your follow up.

If that’s not enough, our virtual receptionists can schedule appointments directly into your calendar. Since you predetermine the date and time, we’ll never overbook you. Your new leads will be unlikely to call another financial planner once they have an appointment. Whether they’re virtual meetings or in-person conferences, your calendar will be stocked with new business, and you’ll have plenty of time to handle it all.

Our Team Of Virtual Receptionists Will Empower Your Success

Our message taking service will take your business to the next level. You’ll capture new customers and have more time to tend to your existing customers. Our virtual receptionists will make your life easier and make your business perform to its full potential.

Of course, there’s much more we can do for your firm to make sure you’re getting everything you need out of our service. Our virtual receptionists are available 24/7, so you can always be sure you’re capturing leads and delivering great customer service to your clients, even after the markets close. Our service is also bilingual, so you’ll be able to expand your client base and your target audience.

If you’re looking to take your business to new heights, click here or call 631-363-1000 to sign up for our free trial. We just need half an hour of your day to get you set up. And, for a limited time, we’re offering firms that sign up for our service their first 400 minutes free.