An educated customer is your best customer. So, if you had their undivided attention, what would you want them to know? On hold marketing offers the perfect opportunity to share information on stocks, bonds, mutual funds, and other investment options. In fact, your phone system is a powerful marketing tool for your financial services firm, allowing you to showcase the investment products and services you offer. You can easily update your messaging with the season, keeping clients up-to-date with the latest information all year long. Get started now!
Inform callers of your location and hours, advisory services, and what they can expect when they work with you.
Build your credibility by sharing information about your experience & certifications, as well as securities and advisory services compliance information.
Reduce the frustration of long hold times by keeping callers engaged with informative content retirement planning, wealth management, and more.
Choose voice and music that compliments your firm and values.
Thank you for calling Poplar Insurance Services. We are committed to providing individuals and businesses with the comprehensive insurance products to protect the things you value most. We understand that your goals are unique, which is why we work with you to tailor a program to address your specific needs. We invite you to visit our website - Poplar Insurance dot com to learn more. Someone will be right with you.
If you are new to Valley Title, we welcome you! We are located in Boulder at 1400 Keystone Crossing, Suite 210, and our experienced and dedicated staff is here to assist you Monday through Friday from 8:00 AM until 5:00 PM, with off-site closings available. In preparing for your final closing, please be sure to bring along the following important items — a valid ID, such as your driver’s license; a cashier’s check; as well as any documents required by your lender. We appreciate your patience during this brief delay, and we are working to return to your important call as promptly as possible.
Preparing for a rewarding retirement is easier than you may think — even if you are self-employed. Setting up a simple or SEP IRA is an excellent option for many individuals. Contributions are tax deductible and with consistent focus, you can create a nice nest egg for yourself. It is never too early or too late to take a proactive approach to your retirement goals. Let A. Mills Financial Group show you how! We will be glad to schedule an appointment for you to meet with one of our professional advisors when we return. Assistance is just moments away.
With Eagle Credit Union, you can conveniently manage your account right from your computer or phone! Just visit Eagle Credit Union dot com. There you can learn more about us, get details on our accounts and business services, and login to your account. In fact, our website provides you with information on all of our e-services, including: online & mobile banking, online bill pay, account alerts, and more. That’s Eagle Credit Union dot org. Your call is very important to us. Please continue to hold for personal assistance.
Are your current investments helping you reach your long term goals? If it has been a year or more since you have had a review of your portfolio, now is the perfect time. At Smokey Mountain Financial Group, we work with you to understand your objectives and create a comprehensive financial plan you can live with. We will be happy to review your present situation so we can rebalance your portfolio and ensure it is risk adjusted to meet your current needs and future goals. Securities and Investment Advisory services offered through Smokey Mountain Financial Group, member FINRA/SIPC and HYA Advisors, a registered investment advisor.
At Sylvester & Associates, we stay abreast of the latest tax laws and programs in order to maximize your tax advantage and get you the best possible return. And with e-file, getting your tax refund has never been easier or faster! We will be happy to tell you more when we return in just a moment.
At Waterhouse Mortgage, our team prides itself on providing customers with the right products to meet their needs. With more than 30 years in business, we have the resources and expertise to match you with the right lending products as the best rates. We understand that you have many mortgage consultant options and our team looks forward to exceeding your expectations. Let us put our expertise to work for you!
What would it really cost you to replace all of your belongings if the unthinkable ever happened? Does your current insurance coverage adequately protect your valuables? At Morgan Insurance Associates, we understand that homeowners insurance isn’t a one-size-fits-all package. So, whether you own your home or rent, we have several insurance options for you to choose from. Ask for more details when we return to the line.
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