2min chapter

The Perfect RIA cover image

Did Surge Abandon You? [Episode 204]

The Perfect RIA

CHAPTER

How to Set Expectations for Your Clients

Advisors are often not confident enough in their value. They try to hide that with value of ease of scheduling or my cell phone Or I'll respond to your emails within 10 seconds And so we say that I can't find enough core value Therefore, I have to get this like ancillary sizzle To make up for the lack of stake You'd be careful you're not playing too much of a short game there Yes, right? Setting those expectations, it is a double-edged short Now, I'm not saying you don't get back to your clients in a timely manner One of the things that I say though is email is mail, right?

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