The latest news from the world of personal finance plus advice for those trying to make the most of their money.
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Konten disediakan oleh MDRT Podcast. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh MDRT Podcast atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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How I navigate awkward conversations with clients
MP3•Beranda episode
Manage episode 409982600 series 1030513
Konten disediakan oleh MDRT Podcast. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh MDRT Podcast atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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
…
continue reading
155 episode
MP3•Beranda episode
Manage episode 409982600 series 1030513
Konten disediakan oleh MDRT Podcast. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh MDRT Podcast atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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
…
continue reading
155 episode
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