Podcast Episode Details
Back to Podcast Episodes
How You Can Offer Unlimited Access
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.
Published on 2 years, 7 months ago