Your Emergency Playbook
Protect Your Time - Serve Your Clients
When it's urgent - like "the sky is falling" urgent - your clients need to know they're not screaming into the void.
Not every client call is a five-alarm fire, but more often than not, they are more than a spark.
Privacy Policy: Spam does not Deliver Massive Value. We promise to keep your email safe and only let you know when we have something that can help you out.
Privacy Policy: Spam does not Deliver Massive Value. We promise to keep your email safe and only let you know when we have something that can help you out.
As a financial advisor, your time is money. Literally. But so is your client's peace of mind.
This Internal Client Communication Policy is your blueprint for balancing both - making sure your clients feel heard and secure while you keep your sanity (and weekends) intact. This policy is crafted with you in mind - helping you strike the perfect balance between being accessible and maintaining your boundaries.
Download your free copy of the Internal Client Communication Policy now.
Because your time is valuable, and so are your clients.
We have 3 Tenets that each Member of the Nation MUST subscribe to:
1. Deliver Massive Value. 2. Spend More Time Out of the Office with Family. 3. Build a Highly Profitable Practice.
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