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.

Recommended Podcast

Financial Undressing: What Your Practice Valuation is Really Wearing

Understanding your practice’s value.

See More

Exit Strategy Excellence: Building a Practice Worth Buying With Guest Ted Jenkin

Common Mistakes in Practice Valuation

See More

You’re Not Taylor Swift [Episode 299]

The Humble Advisor: Learning from Others

See More

Contact Us