The finance industry is huge and many boutique firms struggle to compete with larger financial firms. However, there are ways to level the playing field and ensure you don’t lose any of the high-dollar clients supporting your firm.

Larger financial firms have the means to hire multiple receptionists to answer every call that comes in.

However, even these larger firms are potentially wasting money by paying a salary or an hourly wage to these receptionists. As a smaller firm, you may not be able to afford a receptionist. That’s where we come in.