Professional Services
The calls financial Advisors miss, and what they cost
You are in a review meeting and the phone rings. That call is a job. Here is how financial Advisors stop losing those calls, and what it takes to set it up.
Investment planningRetirement planningEstate planningTax planning
The calls
The calls that come in for financial Advisors
These are the ones worth catching. Each is a booked job walking past a voicemail greeting.
- Investment planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Portfolio reviews
Missed calls
Where financial Advisors lose calls
The call that comes while you are working
You are in a review meeting. The phone rings. You either stop the job or lose the call, and both cost you.
The call that comes after five
Evenings, weekends, the holiday Monday. The caller needs an answer now, and the next name on their list is open.
The quote request you answer three days late
An investment planning enquiry sits in voicemail until Thursday. By then they booked someone else.
What changes
What changes once the calls get answered
- Every call answered, including the ones that land while you are on a job
- The caller's name, number, and what they need, written down before you call back
- Bookings that land in your calendar instead of on a scrap of paper
- After-hours and weekend calls captured rather than sent to voicemail
- Your evenings back, because the callbacks are already sorted by what pays
Owners worked with reclaim between 7 to 12 hours a week on average. That is an average, not a promise, and what you get back depends on your business and how you apply it.
Start with the 15 minutes, not the tool
A free 15 minute call to find where your week goes and whether an audit is the right move yet. If it is not, you will be told plainly.
Educational content. Results depend on your business and how you apply it.
