FPA and Ruby Receptionists Partner to Drive Business Success in the Financial Planning Community
Ruby helps FPA Members Build Trust, Manage Client Communication and Grow Their Practice
"This relationship will enable FPA members to take back valuable time so they focus on their clients' needs," says FPA Executive Director/CEO Lauren M. Schadle, CAE. "We are pleased to partner with Ruby Receptionists to help financial planners build stronger client relationships, which may lead to an elevated level of business success."
Ruby serves a mix of industries whose success relies on high-touch, personalized customer experiences. Financial service providers make up the company's second largest customer base and Ruby understands the industry's unique needs, especially in light of recent market developments. With Ruby's service and call management software, advisers have the peace of mind knowing their potential and existing clients always reach a friendly professional while they remain free to stay focused on client work to keep their business growing and organized.
"As a solo trusts and estates attorney I give my clients one-on-one attention which many larger firms can't offer. With Ruby answering my calls and gathering vital information for follow-up, I'm able to better prepare and stay focused on my client's needs," said FPA Member Thomas Chu. "I receive many unsolicited calls which are not client related. A single unwelcome phone interruption can cost me 20-30 minutes of focused work. Ruby saves me time and money by answering those calls."
FPA's Classic Partner program purposefully integrates partners – such as Ruby Receptionists – into how the association helps practitioners and the profession of financial planning succeed. Ruby supports FPA members by giving them the power to better serve their clients, improve their billable hour ratios, and grow their practice.
About the Financial Planning Association
The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, financial services professionals and students who seek advancement in a growing, dynamic profession. Through a collaborative effort to provide more than 23,000 members with One ConnectionTM to tools and resources for professional development, business success, advocacy and community, FPA is the indispensable force in the advancement of today's CFP® professional. Learn more about FPA at OneFPA.org and follow on Twitter at twitter.com/
About Ruby Receptionists
Ruby is the only remote receptionist service dedicated to helping small businesses grow by making real, meaningful connections with every call. Ruby's proprietary software and robust mobile app, paired with friendly receptionists, provide a platform by which small businesses can create exceptional customer experiences to improve brand reputation, win new business and build customer loyalty. Located in Portland, Ore., Ruby has been giving small businesses a competitive edge since 2003 and has gained national recognition for its success, being named a FORTUNE magazine Best Small Company to Work for in the U.S., an Inc. Best Workplaces 2017, a 100 Best Companies to Work for in Oregon, and one of Oregon's fastest-growing companies for the past ten years. To learn more, please visit callruby.com.
Ann Finlay, Ruby Receptionists