Forum

Wealth Professional forum is the place for positive industry interaction and welcomes your professional and informed opinion.

Notify me of new replies via email
Wealth Professional | 11 Jun 2015, 09:15 AM Agree 0
Advisors might want to take a page from the books of one U.S. bank, which is nixing a traditional but increasingly useless form of communication.
  • Ken MacCoy, CHS | 11 Jun 2015, 01:14 PM Agree 0
    Voicemail can be frustrating, but 'call waiting' is worse! I'd NEVER put a client on-hold to answer another call; it's rude & unacceptable.

    Voicemail is a convenience 'for my clients' who either don't 'text' &/or do not have email access &/or call after hours.

    Voicemail is acceptable in only two other cases: (1) while in a client meetings or (2) driving a vehicle.
Post a reply