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Five Voicemail Tips for Financial Advisors

There are good and bad messages.

Many people ask us whether you should even leave voicemails. The answer, generally, is that you should. It’s one more chance to showcase professionalism. Your tone, clarity of message and cadence all impact listeners' perceptions of you. And it just might elicit some follow-up. 

How would you describe your voicemail style? Most of us leave the same type of messages out of habit. Stop for a moment before your next call and think through the ideal messaging. We bet it increases your callbacks.


@StephenBoswell is president of The Oechsli Institute and author of Best Practices of Elite Advisors@KevinANichols is the chief operating officer for The Oechsli Institute and author of The Indispensable LinkedIn Sales Guide for Financial Advisors.

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