“We did a beneficiary designation review for every client. And so create a report from e-money, here's all your retirement accounts.”
SB
Sarah Baker
Financial Advisor Success ·
“We do annual reviews. Once we get their accounts all set up, their insurance set up, we do a lot of 401k rollovers.”
Vicki Gunvalson · NerdWallet's Smart Money Podcast · Vicki Gunvalson, Real Housewife on Life Insurance, Lifestyle Creep and Building Wealth
Play from 15:13
15:13
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
What was described
conducted annual reviews, set up clients' accounts and insurance, and performed 401(k) rollovers as part of client service
Said nearby on the same subject
“For my clients, we review twice a year. It's part of what they're buying into. They're buying into a, I would almost call it a subscription.”
MM
Matt Meredith
Level Up Claims ·
“One of my most favorite things for client service is just using Otter transcripts, which we may migrate to zoom, getting so many insights around what clients are asking for sentiment of clients.”
RH
Ross Hudgens
The SEO Podcast: Page 2 Podcast ·
“Our review automation kept asking the client for a review, and she replied finally after four months”
TR
Tom Reber
The Contractor Fight with Tom Reber ·
Moments like this, every Monday
The strongest new moments on your topics, in the speakers' own words. Free for three topics.
No card. No password. One-click unsubscribe.
Track a competitor?
Pro watches up to 25 names or phrases and emails you the morning after they are said.
See Pro, $29 a monthVerbatim quotes a short extract and links to the episode; the episode belongs to its publisher. Remove a show.