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

Understanding Annuities and the Characteristics of Successful Leaders

Training in the annuity space and discipline for success.

See More

How to Achieve Success in 2 Steps

The Difference Between Wishing and Goal-Setting

See More

The Annuity Conversation with Guest Tracy Lownsberry [Episode 265]

Understanding annuities and strategies to help your clients.

See More

Contact Us