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