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ADVISOR WORKS 90 DAY CALL ROTATION SERVICE

90 Day Call Rotation: 
Consider this another “touch” to your client.  Advisor Works will perform the 90 day call rotation for your clients.  This is a courtesy call to each client asking how they are doing.  An Advisor Works rep will tell each client they are calling from the Advisor’s office to “check in”.  If a client has a specific question/message which cannot be handled by Advisor Works, we will relay that question or message to the Advisor with a preferred method to contact the client.  The Advisor and his/her staff will know in advance which days the calls are being made to their clients.  A report will be produced by Advisor Works and provided to the Advisor within two days of the calls being made.  

Setup & Quarterly Process:

  • Agreement for service initiated based on number of client calls to be made each quarter.
  • Advisor Works provides sample call script.
  • Advisor Approves call script with any additions.
  • Advisor or Staff to provide excel spreadsheet of clients, names, phone numbers
  • AW will advise Advisor in advance which days of the month will be dedicated to calling his or her clients.
  • Advisor’s staff will provide any updates, deletions/additions prior to the chosen date.  
  • AW will provide a reminder to the assigned staff one week prior to the day the calls will be placed
  • AW will provide a report on the client list spreadsheet to the Advisor/staff within two days of the calls being made so that Advisor’s staff can update their client contact database and make appropriate followups. 

Report to include the following information:
  • Message left on voicemail
  • Spoke with client and notes from conversation
  • Concerns client has with a preferred method for Advisor to contact client




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