The Perfect RIA cover image

Giving Out My Cell Phone Is How I Add Value [Episode 142]

The Perfect RIA

00:00

Noesi's Mistakes About Mikea

A lot of advisers make mistakes about mikea, we coul do an tire apebon nis. There's never more than two or three emales back and four with a client. And e can't understand an issue. Need to get on on the fon. Sa, lets tets is go the phon quick. Let's get this straight. Someone from our team will get back to you that same day, or the next day, if it's later in the day. If we mean to meet together, the wen just gong to be linkedto our calendar. Woun get that meeting set up.

Play episode from 20:43
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app