How Wheelhouse Advisors Took Their Practice to the Next Level

In 2014, Wheelhouse Wealth Advisors saw an increase in the number of clients served, but wanted to scale for even greater growth. In this case study, learn what steps they took to hit their growth goals and how they maintain their success today. Download your copy!


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Ruby answers 100% of business hour calls live, ensuring your English and Spanish-speaking callers always reach a friendly, professional receptionist excited to deliver an exceptional experience that helps attract and retain clients.

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With Ruby and a cell phone, you have the freedom to define your ideal work environment. All your messages and voicemails are available to you through the Ruby mobile app as well as through email or text—perfect for financial professionals on the go.

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Our services are customized to fit your needs. You can select when we answer, what calls you’d like to connect, who from your business receives what calls, and more. Plus, with a Ruby number, you can choose to make calls from your personal or business line!

Missed calls are missed opportunities.

Deliver great impressions that delight your English and Spanish-speaking callers and grow your business with Ruby!

7,000Small businesses across the U.S. rely on Ruby.

  1. Frank Molinar iconFrank Molinar
  2. Paul Banister iconPaul Banister
  3. Emily Adams iconEmily Adams

“I love Ruby! They make me look good, keep costs in check, and always respond promptly. You just cannot replace the value of a live, professional person to answer your calls, especially if you’re in a high-touch service business, and with Ruby, you don’t have to.”

—Frank Molinar, Molinar and Co Financial Advocates

Frank Molinar, Molinar and Co Financial Advocates - Ruby Receptionists

“Ruby receptionists are remarkably friendly and courteous. With an office that receives hundreds of incoming calls daily, very unpredictably, Ruby steps up to help us manage the call volume. They help us maintain a personal touch to every call while being extremely cost effective.”

—Paul Banister, Allstate

Finance/ Insurance Client Paul Banister, All State - Ruby Receptionists

“We so appreciate our partnership with Ruby because you guys just ‘make it happen.’ I can’t think of the last time I actually had to call you for assistance. Thanks for that. We have been delighted with your services.”

—Emily Adams, Fresh Revenues

Emily Adams, Fresh Revenues - Ruby Receptionists
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