Meeting Archive:
How Financial Advisors Can Leverage Today's Technology For Success: Remote Receptionists

Meeting Description:

In today's world of advanced technology, there are many tools at the Financial Advisor's disposal that can help boost the productivity, efficiency and success of their business. But do we take advantage of them all? This webinar will showcase Ruby Receptionist's advanced technology that allows you to streamline your calls no matter where you are—perfect for the modern virtual office. Ruby Receptionists will share with you how a remote receptionist can:

  • Deliver an excellent first impression of your company
  • Bring on new clients
  • Ensure outstanding customer service
We hope that you can join us on Tuesday, December 12th at 2:00pm EST.
Date: Tue, Dec 12, 2017
Time: 02:00 PM EST
Duration: 1 hour
Host(s): AdvisorHub & Ruby Receptionists
 Presenter Information
Diana Stepleton
Speaker Photo

Diana has worn many hats at Ruby since 2009, and now manages and supports the partnership program. Diana brings a unique skill set to the organization, with an MBA and expertise in both the telecom industry and owning a small business, helping marry the ins and outs of Ruby’s service with the unique needs of its customer base. Prior to Ruby, Diana spent nine years on the equipment side of AT&T/Lucent, and owned a successful market research company which earned a spot on the Inc. 500 for three consecutive years.