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January 3, 2025

Refresh Your Voicemail Message

Record a professional and friendly voicemail greeting that reflects your focus for the new year.

Please check back later to see this New Year's Tip.

Update your voicemail to reflect a professional and approachable tone.

Your voicemail greeting is like your virtual receptionist—it’s often the first thing clients hear when they contact you. A polished, friendly voicemail shows professionalism and reassures clients that you’re attentive and reliable. January is a great time to refresh your message to reflect your goals for the new year.

  • Keep It Simple: Your message should be concise, clear, and friendly. Example:
    “Hi, this is [Your Name] with [Agency Name]. I’m currently assisting other clients, but I’d love to help you! Please leave a message with your name, number, and the reason for your call, and I’ll get back to you as soon as possible.”
  • Add a Personal Touch: Mention something seasonal or relevant to the time of year, such as: "We’re here to help you kick off 2024 strong—let us know how we can assist!" or “Now that the busy enrollment season is over, ask me about a personalized retirement planning meeting!”
  • Test It: Record your message a few times to ensure it sounds natural and professional. Play it back to hear how clients will perceive it.

Research Spotlight:

Scientists at Glasgow University have discovered that humans make judgements on someone’s trustworthiness within the first 500 milliseconds of hearing their voice. A thoughtful voicemail can set the tone for your client relationships.

Today's Task:

Refresh your voicemail message. Bonus: Test it by calling yourself to hear how it sounds!

Related Resources: