Gain higher-net-worth clients, and make your net worth higher.

Hire a concierge service that pays dividends.

Appealing higher-net-worth clients isn’t easy when you’re running a business without any help. Financial advisors spend so much time working with their current clients that it’s hard to find the time to take calls from potential clients. And while hiring a receptionist makes sense, the turnover rate is so high that the time spent training them feels wasted.

ResCon changes that. Our highly trained virtual receptionists get to know your business inside and out, enabling them to answer your calls and speak on your behalf. Current clients will appreciate the level of attention they receive, while those higher-net-worth potential clients will appreciate how professional your operation is.

You grow client portfolios. We grow client rosters.

Our U.S.-based virtual receptionists can handle all of your communications needs, ensuring your clients — current and potential alike — that they are your number one priority. 

A professional appearance

Higher-net-worth clients want to know they’re working with a professional. With ResCon, they’ll know that’s what you are every time they call.

Grow your roster

When no call is missed, no potential client feels ignored. We help you grow your business by giving you the time you need to retain current clients while attracting new ones.

Services Provided:

With ResCon, you can:

  • Answer 100% of your inbound calls

  • Make outbound and follow-up calls

  • Two-way text messaging for your clients that prefer to text instead

  • Manage your email inbox

  • Connect with your clients on live web chats

  • Input clients into your CRM

  • Collect and manage client feedback

Ready to learn more? Give us a call at 214-919-5919 or email Taylor Clark at tclark@resconcierge.com