Click The Button Below to Access Your Complimentary Phone Script for Incoming Calls for the Financial Advisor / Business Owner- SAMPLE

The purpose is to help with time management and productivity of everyone by scheduling return phone calls for the person who has to return the call to answer the question for which the client is calling about. This helps reduce distractions and provides even better client service to the person calling. You no longer drop everything when someone calls to scramble to get them answers, unless a true extreme emergency (which most calls aren’t). This process serves everyone involved much better than the typical way calls coming are handled. This script is a guideline, so feel free to make adjustments based on how you would like the caller to be handled.

No calls should go directly through to the Advisor / business owner, or other people on the team, unless it is an extreme emergency. Scheduling phone appointments is ideal and is time efficient for everyone.

Aim for what you want each and every day!


Anne Bachrach

The Accountability Coach™

The Results Accelerator™

I’m the author of many books, including Excuses Don’t Count; Results Rule, Live Life with No Regrets, No Excuses!, and The Work Life Balance Emergency Kit.

Financial Professionals and Business Professionals who utilize my proven business-success systems make more money, work less, and enjoy better work life balance.

Unlock a blueprint to creating and having your ideal business and ideal life by scheduling your free consultation with me today!

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Aim High!

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