
Giving Out My Cell Phone Is How I Add Value [Episode 142]
The Perfect RIA
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You Need to Tell Your Clients Multiple Times About Your Communication Policy
You need to have some youare going to say when they caught sergan jar sanmin out on his personal phone. For example, myself, wont number. I will only ever answer calls for people that i want to talk to. You needt have it on your agenda during your next surge meeting what your communication policy is. And this just becomes your policy. It can't be like, well s better discretion. It is teste. I will never take a client call for myself o ever. But the reality is every time we've seen this happen, clients are happier and their adviser is able to deliver more value.
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