NAPFA and Ruby Receptionists Partner for Greater Productivity and Growth for Financial Advisors

By: Ruby Receptionists
PORTLAND, Ore. - May 15, 2018 - PRLog -- Today, the National Association of Personal Financial Advisors (NAPFA) and Ruby® Receptionists, renewed its partnership to support financial advisors in better serving the needs of their clients while boosting productivity and growing their practice. Ruby is the market leader in remote receptionist services, known for helping industries whose success relies on high-touch, personalized customer experiences. Through the relationship, National Association of Personal Financial Advisor members will receive an initial sign-up discount when enlisting Ruby's service.

"NAPFA is excited to partner with Ruby Receptionists to offer valuable services to its members," said Nikki Palluzzi, Senior Manager of Members Services, NAPFA. "Ruby helps elevate our members' ability to serve consumers through fee-only financial planning."

Financial advisors 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, NAPFA members can provide the exceptional client experiences their current and potential clients deserve while remaining focused on billable work to manage and grow their practices.

"My clients' needs are what matter most to me," said Chun Lee, Financial Advisor. "Knowing that Ruby is always there, answering my calls and taking care of my clients in a professional and friendly manner, gives us both peace of mind."

Since 1983, The National Association of Personal Financial Advisors has provided Fee-Only financial planners across the country with some of the strictest guidelines possible for professional competency, comprehensive financial planning, and Fee-Only compensation. With more than 2,800 members across the country, NAPFA has become the leading professional association in the United States dedicated to the advancement of Fee-Only financial planning. Learn more at

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 eleven years. To learn more, please visit

Source:Ruby Receptionists
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Tags:Napfa, NAPFA18, Financialadvisors, FinancialPlanning
Industry:Banking, Financial, Legal
Location:Portland - Oregon - United States
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