Professional services
Send a request online any time. On a real page like this, Vera answers the phone 24/7 and texts the owner every call.
Thank you. This is a demo page, so nothing is actually booked.
Hear Vera's voice and a sample caller. Turn your sound on.
New client: book an intro meeting.
Existing client: take a message for their advisor.
Account question: take a message, never discuss accounts.
1. Are you a current client?
2. What would you like to talk about?
3. Name
4. Best callback number
No true emergencies. Suspected fraud on an account: tell them to call their bank or custodian's fraud line, then message the advisor.
Take a message with name, number and reason. Tell them our hours and that we'll call back the next business morning. Emergencies get the emergency line below.
Never give investment advice or discuss account details. Never take trade instructions.
Vera answers your phone with this script, set to your hours and your prices. She books the way you tell her and texts you every call.
Put Vera on my phone