Financial planning phone answering

Written by Joya Tamrakar on January 13, 2022. Posted in Blog.

Working as a financial planner can be very challenging in terms of time management, client retention, and productivity. Most advisors are working significant hours to manage their businesses. According to the Kitces report, “The average financial planner works approximately 43 hours per week. In that time, though, only 19% is spent actually meeting with clients, along with 17% of time spent doing business development (e.g., meeting prospects or centers of influence). In fact, the most time-consuming aspect of a financial planner’s week is not client-facing work, but the 26% of the time that advisors spend preparing financial plans and preparing for financial planning meetings with clients”.

To help you meet your existing/new clients, prepare financial plans and meetings, you need a support staff. Officense may be a perfect fit for your kind of business. You can focus more on running your business while we manage your business calls and other administrative tasks for you. Our executive assistants can take control of your front-end business, administrative tasks, manage your calendar, schedule client meetings and answer all your business calls in a very efficient manner.

Officense has you covered

Our financial planning phone answering service is the best solution to manage your incoming calls. Communication and business process outsourcing with Officense can help you ensure that all communication and front-end business needs are fulfilled in a very professional manner. We understand that managing daily operational tasks and staying on the line to answer every incoming call can be very hectic. So, we are here to provide the solutions that fit best for your business.

With our phone answering service, you will receive all the support of our company and still retain all of your entrepreneurial autonomy. Officense will screen calls according to your instructions and ensure you receive only the calls you want and when you want them. We can also use the script you’ve given us to answer basic queries. In addition to that, we access a shared database to give financial information to callers, capture leads, schedule appointments, direct calls to the appropriate person, assist with paper works and more. We will direct you and work with you to help you grow in the financial field

To get more information about our services, to take a tour, or to sign up for financial planning phone answering services, give us a call at (410)-814-7500 today. We look forward to hearing from you soon!