Caring For Clients Who’ve Experienced A Lifequake MDRT podcast

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Personal Finances Lifestyle Business MDRT Don't Get

Innhold levert av MDRT Podcast. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av MDRT Podcast eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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Caring for clients who’ve experienced a lifequake

2y ago 13:34

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MP3•Episoder hjem

Innhold levert av MDRT Podcast. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av MDRT Podcast eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

What should you say — or not say — to clients who are especially vulnerable? In this episode, MDRT members explain how they support clients going through particularly challenging times, whether it’s a death, divorce or otherwise. You’ll hear from: Alessandro M. Forte, DipPFS, CSP Renee Hanson, CFP, CDFA Episode breakdown: 0:32—Learning about the importance of not making assumptions 2:50—Developing a process for working with vulnerable clients 8:26—Adapting to circumstances outside of the norm 9:48—Recognizing that lifequakes can be both big and small Listen to the monthly series, MDRT Presents: @mdrtpresents

… continue reading

160 episoder

#Personal Finances #Lifestyle #Business #MDRT #Don't Get

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Caring for clients who’ve experienced a lifequake

22 subscribers

published 2y ago

Del

MP3•Episoder hjem

Innhold levert av MDRT Podcast. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av MDRT Podcast eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

What should you say — or not say — to clients who are especially vulnerable? In this episode, MDRT members explain how they support clients going through particularly challenging times, whether it’s a death, divorce or otherwise. You’ll hear from: Alessandro M. Forte, DipPFS, CSP Renee Hanson, CFP, CDFA Episode breakdown: 0:32—Learning about the importance of not making assumptions 2:50—Developing a process for working with vulnerable clients 8:26—Adapting to circumstances outside of the norm 9:48—Recognizing that lifequakes can be both big and small Listen to the monthly series, MDRT Presents: @mdrtpresents

… continue reading

160 episoder

#Personal Finances #Lifestyle #Business #MDRT #Don't Get

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