Our services in the selected location:
  • No services available for your region.
Select Location:
Select Location
    Remember my selection
    We have been made aware that there are external parties falsely claiming to carry out financial services on behalf of Goldman Sachs (including Goldman Sachs Asset Management International and Goldman Sachs International) in order to market fake investment products and to solicit monetary payments. These external parties may pose as Goldman Sachs through the use of fraudulent communications via email, instant messaging or phone, as well as through the use of fake brochures and other documents containing Goldman Sachs branding and logos.
    The FCA has issued warnings about these fraudulent activities which can be found here and here.
    It is important to know that any communication you receive from Goldman Sachs would only come from an @gs.com e-mail address and/or be found on the goldmansachs.com website. Further information regarding how you can protect yourself from fraudulent activity online and how you can contact us about this can be found on the Goldman Sachs Security page, available here.
    Your browser is out of date. It has known security flaws and may not display all features of this and other websites
    CALLING ALL CLIENTS: THE PHONE MESSAGE CHALLENGE 

    CALLING ALL CLIENTS: THE PHONE MESSAGE CHALLENGE

    Participants leverage the structure of a good voice message to begin leaving more effective voice messages.

    Workshop Overview

    Even in an increasingly digital age, the telephone remains a key communication tool. We use it to introduce ourselves with a more personal touch than is possible by email, to connect with clients or reach out to those with whom we have not conducted business in a while. 

    Sometimes we’re successful at reaching clients. Other times we are unexpectedly faced with leaving a voicemail. Before you pick up that phone, it’s important to be prepared to leave a message containing: (1) An introduction with your firm affiliation; (2) the reason for your call and (3) a call to action. Keep it short, enthusiastic, and give a reason that will generate a call back. 

    When leaving a memorable message, here are some of the best practices covered in the workshop:  

    1. Keep it short (30-45 seconds)  2. Be personable, yet professional 
    3. Offer a reason for calling  4. Call during working hours 
    5. Close with clear next steps   

    Best Practices for Structuring Your Voice Messages

    Our experience tells us that the most effective messages include:
    Calling All Clients

    For illustrative purposes only.

    Takeaways

    Participants should be able to: 
    • Recognize components of a good message 
    • Identify how a message should be structured 
    • Deliver a memorable voice message in 30-45 seconds 

    MATERIALS

    Workshop Preview
    PDF
    Download
    Workshop Presentation
    PDF
    Download
    Workshop Guide
    PDF
    Download

    INTERESTED IN PARTICIPATING?

    Workshop to help you build business and drive sustainable growth in advisor practices. Contact your GSAM representative for more information.

    RELATED TOPICS

    The Art of Listening & Asking Questions

    The art of careful listening goes hand in hand with effective questioning--and both skills can be critical to a financial advisor's success.  

    CONTACT US See More

    For More Information
    Sales Desk
    +44 20 7774 7779
    Funds Client Service
    +44 20 7774 6366