How an Answering Service helps Financial Professionals Manage their Time and Productivity.

Time management is the key to any business’s success, especially for financial professionals. But juggling hundreds of calls from potential clients, maintaining current clients, and handling daily business tasks can be challenging.

What should you do?

An answering service can free up your time, allowing more opportunities to focus on providing quality advice and delivering exceptional customer service. Not only that, but financial professionals can have a better work-life balance without worrying about profits.

Why Productivity is Important

Productivity is the key to a successful business. If you waste time on meaningless tasks, you steal that time from other opportunities. Even if the tasks are important, like answering the phone, your business suffers if you let other important business tasks go undone.

Finding the perfect productivity levels is the key to running a successful business. Financial professionals have a lot on their plates, and answering the phones can get in the way, but a virtual receptionist can help.

How Virtual Receptionists Increase Financial Advisors’ Productivity

It might seem like you’re handing over your business to someone else, but a virtual receptionist is just another layer of support to help you grow your business.

So How does a virtual receptionist help a financial professional be more productive? Here’s how.

Filter calls

Not all calls are important enough to take them away from a financial professional’s tasks. Having a virtual receptionist answer the calls ensures only the important calls get through to you, allowing you to complete your tasks while knowing your calls are handled.

Leads are qualified

Virtual receptionists can qualify callers/leads and set appointments when applicable. Not all calls are interested leads or necessarily right for your business. Answering these calls decreases your productivity. Letting a virtual receptionist qualify leads ensures you only spend time on the calls that will grow your business, not wasting time with the others.

Qualified callers have appointments set

When a virtual receptionist has a qualified lead, they’ll set the appointment. This increases your productivity because you know ahead of time when you need to set aside time to focus one-on-one on a potential client versus getting caught off guard when you’re in the middle of other tasks.

Virtual receptionists are available 24/7

Leads may call any time of day or night when you aren’t working. A virtual receptionist ensures you don’t miss the calls, yet you can have a good work-life balance to ensure you aren’t burning out. When you balance work and personal life, you have more energy to handle your clients and their needs, providing better customer service.

Final Thoughts 

An answering service can be the answer to financial advisors' productivity. The more productive you are, the more profits you can make.

If you’re burning out or wondering how to handle all the tasks thrown your way, try Easybee Answering Service. We offer a free 15-day trial for financial advisors to see how much more productive they can be using our service.

Contact us today to learn more!