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

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

You can listen to What to do when it’s clear the client-advisor relationship is not a match online on Radio and Podcast. Open the player on this page to stream the available audio.

What to do when it’s clear the client-advisor relationship is not a match is an episode from MDRT Podcast by MDRT Podcast.

This episode is 00:16:15 long.

This episode was published on Nov 7, 2024.

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Yes. This page shows related episodes from MDRT Podcast when more episodes are available from the podcast feed.