What To Do When It’s Clear The Client-advisor Relationship Is Not A Match 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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What to do when it’s clear the client-advisor relationship is not a match

5M ago 16:15

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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.

At some point, all advisors face the challenging situation of knowing that they aren’t the right person to work with a client. In this episode, MDRT members explain how they recognize the need for this delicate exchange, and how they handle it. You’ll hear from: Alessandro M. Forte, DipPFS, CSP Renee Hanson, CFP, CDFA Episode breakdown: 0:28 – Establishing expectations for client interactions 2:36 – Developing the skill of knowing when to walk away 4:33 – Having the hard conversation with clients about not being a good fit 6:25 – Identifying communication preferences to improve interpersonal dynamics 8:45 – Fostering positive outcomes while indicating that something isn’t working 13:31 – Determining if the advisor or the client will be making the rejection Listen to the monthly series, MDRT Presents: @mdrtpresents

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160 episoder

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

Artwork

What to do when it’s clear the client-advisor relationship is not a match

22 subscribers

published 5M 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.

At some point, all advisors face the challenging situation of knowing that they aren’t the right person to work with a client. In this episode, MDRT members explain how they recognize the need for this delicate exchange, and how they handle it. You’ll hear from: Alessandro M. Forte, DipPFS, CSP Renee Hanson, CFP, CDFA Episode breakdown: 0:28 – Establishing expectations for client interactions 2:36 – Developing the skill of knowing when to walk away 4:33 – Having the hard conversation with clients about not being a good fit 6:25 – Identifying communication preferences to improve interpersonal dynamics 8:45 – Fostering positive outcomes while indicating that something isn’t working 13:31 – Determining if the advisor or the client will be making the rejection Listen to the monthly series, MDRT Presents: @mdrtpresents

… continue reading

160 episoder

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

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