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Financial planning Phone Answering

Working as a financial planner provides you an opportunity to work closely with individuals, families, and businesses to help them understand their financial situation.


As a financial planner, their daily job is to discuss various finance topics and answer questions related to their client’s annual income, debt obligations and management, savings, tax liabilities, personal and family budgeting, investment strategies, monthly expenses, and insurance plans. Financial planners analyze and navigate their client’s personal finances and make realistic recommendations to their clients to reach their short-term and long-term financial goals.

In addition to this, financial planners also have to attend various social and charitable events to establish connections and build stronger relationships with their clients. As a financial planner, you are on the clock with your clients 24/7 and you need your front-end business and phone answering service needs to be handled accordingly.


Officense’s 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 and effective 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.


When you choose Officense’s financial planning phone answering service you receive all the support of our company and still retain all of your entrepreneurial autonomy. The Officense team not only supports your business but acts as a part of your staff. You can decide how your calls and general business communication will be handled. You have an opportunity to pick and choose the custom package that you like, and also decide how much you pay.

Officense will screen calls according to your instructions and ensure you receive only the calls you want when you want them. We can also use the script you’ve given us to answer basic queries, access a shared database to give financial information to callers, capture leads, schedule appointments, direct calls to the appropriate person, and more. That’s the beauty of Officense! We will direct you and will work with you to help you grow in the business field.

Give us a call at (410)-814-7500 to sign up for financial planning phone answering services, today!