“I say, hey, unfortunately, I cannot help you with this call because I have no way to verify who you are. If you want to give me a phone number and give me a way to call you back directly so I can verify this number, then I will gladly answer your questions.”
Rich Habits Podcast · 194: The Rules of Rich Habits
Play from 36:13
36:13
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
What was described
when receiving suspicious phone calls, ask the caller to call back on a verified number before providing any information
Said nearby on the same subject
“The three things that must happen on a B2B phone call is when you call someone, you state your name and title. Number two, you communicate your company name and what your company does. And number three, you state the purpose of your phone call and whom do you want to speak.”
CN
Clarence Napier
Insurance Broker and Consultant Supporting Business Owners ·
“They had only one phone line so to give the illusion that they were this big publishing house Branson would disguise his voice when people called and transfer callers between fictional departments”
“In 2026, I must have helped five people switch back to the plans that they had, because when someone called, the beneficiary gave the person on the phone the Medicare ID.”
CN
Clarence Napier
Insurance Broker and Consultant Supporting Business Owners ·