It s definitely best to have a phone number listed on the site, especially when you are offering financial services. People do tend to distrust sites without a phone number.You have a few options. Whichever option you choose it s best to have a separate line for your business or people will constantly be bothering you on your personal time. Also when you call people back, call from the dedicated business line. I ve made the mistake of returning business calls from my cell phone. They people got my cell number from their caller ID and bugged me to death. You can simply have vmail answer the calls. You can get one of those virtual systems where people call in and get an automated system, the system calls you and lets you know who s calling and you have the option of taking the call or sending it to vmail. You could hire an answering service and forward calls to them when you are not taking calls. In that scenario you can actually make it appear as though you have a secretary answering your calls.The call me back form is a good idea in addition to providing your phone number. Some people will not pick up the phone and call you, but will submit their info and wait for you to call them back.
List a phone number, but have all the calls go to voicemail. Then call the clients back at your convenience. In your voicemail outgoing message, don t word it like an answering machine message, but something like Thank you for calling XYZ Financial Services, Mr/Mrs XYZ is away from his/her desk or assisting other clients right now, but please leave your name, number and a brief message and we will return your call as soon as possible.
