The Lifestyle Investor - Investing, Passive Income, Wealth cover image

134: Mind Your Mindset with Michael Hyatt

The Lifestyle Investor - Investing, Passive Income, Wealth

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The Importance of Super Serving Clients

R.I.A.s has gone from zero to about 55 employees since they started two years ago. They're what's called a field or a FMO, a field marketing office for all these big annuity companies and insurance companies. And so they serve like the top 1% of wealth advisors in the world. "There's a lesson for all of us to learn about super serving the clients that have got the means to pay for it"

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