“When I can’t personally interact with a client, anyone representing my business must meet strict standards.

First, they must be a a licensed agent. Then they are trained directly by me on our process, compliance boundaries, and client communication standards. They understand exactly what they can and cannot say.

Second, there is a professional presentation requirement. Whether virtual or in person, they must reflect the Guardian brand—polished, consistent, and professional.

Third, their authority is limited. They do not give advice or make decisions. They only provide approved information and facilitate the process.

To protect credibility, I audit interactions through CRM documentation, recorded communications when applicable, and client follow-ups. If anything falls outside standards, it’s corrected immediately. Trust and compliance are non-negotiable in my business.”