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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


INTERESTED IN PARTICIPATING?

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

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