How I navigate awkward conversations with clients

MDRT Podcast

What do you say when clients want you to resolve family conflict or say something that they are struggling to communicate? In this episode, MDRT members share how they maintain harmony, professionalism, and service when faced with some potentially uncomfortable situations. You’ll hear from: Aaron Kane, AFA, B Bus Adam Thomas Rex, AIF, CFP Episode breakdown: 0:24 – Handling a difference of opinion between parents and their child 3:11 – Being asked to encourage someone toward retirement 6:50 – Determining how to reset client relationships 9:41 – Developing two different models of service Listen to the monthly series, MDRT Presents: @mdrtpresents