Podknife - How You Can Offer Unlimited Access by The Perfect RIA

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How You Can Offer Unlimited Access

Podcast |: The Perfect RIA
Publisher |: Matthew Jarvis & Micah Shilanski, Finance Rockstars
Media Type |: audio
Podknife tags |: Business,; Investing,; Management & Marketing,; Personal Finance
Categories Via RSS |: Business,; Business News,; Investing,; News
Publication Date |: Jun 01, 2023
Episode Duration |: 00:32:54

When you bring on clients to your practice, you’re looking to set up a lifetime relationship with them. So how do you set expectations on when they can reach out to you or when they have questions? On today’s episode, Jamie shares how advisors can structure time during and outside of surge to answer client questions and how to ensure you have an effective communication policy in place that allows clients to always feel that they’re taken care of.

https://bit.ly/3ofNW2U

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