
Giving Out My Cell Phone Is How I Add Value [Episode 142]
The Perfect RIA
00:00
What Is the Communication Policy?
If clients can't call themselves on then what is the communication policy? And this is what i explain to client. I mis kan hit the high lights on this for the pond cast. Is saying, you know, our communication policy is really based on three tiers. Number one, we have a nine one one emergency event. Mister an missus, client, this is whatever you decide is an emergency, but this is nine one one. The relationship manager in do a fantastic job of chasing me down no matter where i am in the world. We're going to make sure you're taken care of.
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