Financial advisers do important work that is deceiving to the world as simple and easy money. In fact, financial advisers work hard and stay very busy between client meetings, advising new clients, networking and more. Typically a financial adviser needs a receptionist to handle some of their administrative duties such as scheduling these meetings, answering questions and filing paperwork.
Many financial advisers don’t work out of an office or need someone to work by their side all day but still need someone to handle these tasks in one way or another. Now financial advisers can look no further as virtual receptionists are becoming the perfect solution.
When you need someone to handle your busy tasks to free up your time for more important matters, a virtual receptionist can work from their own home for as many hours as you need and handle all of these minor, time-consuming tasks. Here is a look at why many are turning to the help of a virtual receptionist.
The Benefits of Hiring a Virtual Receptionist
Not only will your virtual receptionist assist with organizing your clients and meetings, but they can screen callers for you. They can discuss the situation with a potential client and learn if a financial adviser is even the right solution for this person. This means, you won’t be taking on meetings that aren’t necessary because you can’t help the client anyway.
You may not know, without pre-screening, that this person is actually coming to you to purchase insurance or manage their stock options. Rather than have a client come in an expect you to solve all of their financial problems in the first meeting, your virtual receptionist can take the time that you don’t have to learn about what the client would be coming in for and if it’s not something your office handles, they can redirect them and save you the time and resources of meeting with them.
Having a virtual receptionist can save you time and money while making a good impression with anyone that calls in that you may struggle to remain professional with during your busy workday.
Speaking of making you look good to the public, your virtual receptionist can make you appear well-established in the industry which is great for your reputation. Financial advisers don’t want to appear to be a beginner and if they have someone handling their scheduling and phone calls, they will appear to be well-established and too busy compared to someone just starting out.
People that suspect you are a beginner won’t want your advice because they may think you don’t know what you’re talking about. Conveying to the public that you are well-established requires the small details to be covered, like the fact that you have someone answering your phone and assisting you with clients because there is that much work to get done.
Another perk of hiring a virtual receptionist is that they can help you organize your meetings and clients better. Since you’ll meet with your clients annually or biannually, you may need someone to help you remember the details of each client. Avoid double booking or running late to a meeting by having your virtual receptionist organize all of that for you. You’ll also avoid making calls when something comes up and you need to reschedule; your virtual receptionist will handle this professionally for you so that you can focus on more urgent matters.
These helpful tasks can be accomplished for you by a virtual receptionist and you don’t even have to worry about paying for a full-time staff member in an office to get these services.