Retire Right Radio · Running Out of Money in Retirement
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personalize client communications (e.g., ask about dog, daughter’s college) instead of generic call-center scripts
“I hired a like college degree HR person to come in at that point. In hindsight, I think I probably should have hired operations instead of HR. But HR was my biggest pain point. So that's what I did. And I hired her.”
“Instead of asking if they have any questions, I’ll just become your client. … make it really easy. Hey, will you accept my invitation?”
“Sometimes I put out a general question for help on our internal communication channel. So for instance, when we did the one on Tinder, I have never used Tinder. And so I needed to ask my colleagues for help and my kids, by the way.”
“I put in a scripted answer into Bartwick… that if you asked Bartwick… are you an AI? It would say… ask you about your VC value”
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