RUBY RECEPTIONISTS HELP FINANCIAL PLANNERS BUILD TRUST, MANAGE CLIENT COMMUNICATION, AND GROW THEIR BUSINESS

Portland, Oregon, UNITED STATES


Portland, Oregon, Oct. 02, 2017 (GLOBE NEWSWIRE) -- Ruby® Receptionists, the market leader providing remote receptionist services dedicated to helping small businesses grow, will attend this week’s Financial Planning Association’s Annual Conference, booth 618, Oct. 2-4. Ruby will showcase how its legendary service and solutions allow financial advisors to focus on client work and competitively differentiate their business to be more effective, efficient, and successful. The national conference held in Nashville, Tennessee, is one of the largest financial planning events held each year, attracting CFP® professionals and financial planning thought leaders from across the globe.

 

Ruby understands the need for financial planners to establish trust and confidence with every client interaction. Ruby answers 100% of calls live in English and Spanish, giving financial advisors peace of mind knowing their clients and potential new clients always reach a friendly professional ready to address their needs. By limiting phone call interruptions, financial advisors are free to focus on client work and manage and prioritize client communications to keep their business growing and organized.

 

“Ruby brings extraordinary value and efficiency to our practice. Ruby works 16 hours a day during the week, never gets sick, never takes a day off, never complains, and can handle as much call volume as you can throw at her for a price you just have to see to believe,” said Bob Pedrick, Executive Vice President at Chartered Advisory Group in Chadds Ford, Pennsylvania.

 

Flexible Solutions to Meet a Financial Planner’s Needs

  • Ruby answers all calls live, transfers calls, takes messages, collects new client intake, makes follow-up calls, and much more—just like an in-house receptionist, at a fraction of the cost.
  • Manage and prioritize client follow-up with Ruby’s full-featured mobile app. Check messages, listen to voicemails, and update call-handling instructions all in real time. 
  • Make calls using either a business or personal number with Ruby's mobile app, removing the need and expense of a second phone dedicated to business use.
  • As a part of the Ruby service, financial planners are provided a local phone number if they don't have one, or Ruby can host their existing number—eliminating the need for a separate provider and bill.

About Ruby Receptionists
Hearkening back to an era when every call at an office was answered by a friendly receptionist, Ruby Receptionists provides personalized live, remote receptionist services to thousands of small businesses across North America. Located in Portland, Ore., Ruby's ability to scale quickly and deliver legendary service is fueled by smart proprietary mobile technology and a unique mission to create world-class customer experiences. Founded in 2003 by CEO Jill Nelson, Ruby Receptionists has gained national recognition for its success being named a FORTUNE magazine Best Small Company to Work for in Oregon, and one of Oregon's fastest-growing companies for the past ten years. To learn more, please visit www.callruby.com.

                    

        

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