Dear Clients,
I wanted to write you personally about something new we have added at The 680 Group.
Recently, we began using an AI receptionist to help answer calls when our team may not be immediately available. I have heard from a few of you that speaking with an AI can feel impersonal, and I understand that reaction.
So I want to be very clear about why we did it.
For me, this business has always been about relationships. I have spent most of my working life trying to be available to the people who trust us with important parts of their lives. The last thing I ever want is for technology to make you feel farther away from me or from the people at The 680 Group.
The reason we added the AI receptionist was actually the opposite.
Life does not always happen between 9:00 and 5:00. Questions come up at night. Something may worry you over the weekend. You may suddenly remember something you need us to take care of. I wanted you to have an easy way to reach us, leave a detailed message, or make a request whenever it occurs to you rather than having to wait until someone is back in the office.
Think of it as one more way to reach us, not as someone standing between you and us.
If you want to speak with me, with one of my daughters, with Jana, or with anyone else on our team, I want you to continue doing exactly that. Call us. Email us. Reach out the way you always have. Nothing about the personal relationship we have with you is changing.
I believe technology is valuable when it helps us take better care of people. It is not valuable when it gets in the way of a relationship. We will continue listening to you and adjusting what we do accordingly.
Most of all, I want you to know that there are real people here who know you, care about you, and want to hear from you.
Thank you for the trust you have placed in all of us at The 680 Group.
Warmly,
Cosmo
1735 Peachtree St. NE, Suite 418
Atlanta, GA 30309
Email: emily@the680group.com
Phone: (470) 649-3337
The 680 Group is another business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser.
Since 1977, The 680 Group has been helping neighbors plan their financial futures with heart, integrity, and a personal touch.
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