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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Clarifying important information with difficult clients
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Manage episode 333154221 series 1030513
Content provided by MDRT Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MDRT Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
How do you explain to a client why their coverage was denied? Or to a person close to you that they urgently need more coverage? In this episode, MDRT members explain how they share necessary information to handle challenging conversations. You’ll hear from: Yakov Baylis, CLU, ChFC Edward M. Burnett, RICP Russell L. Clousing, ChFC, CLU Episode breakdown: 0:33 – Talking with a client who wants you to accept blame for their coverage being declined 1:44 – Helping clients with a family member who has long created problems for you 3:34 – Explaining the reason for a fee for financial planning 6:03 – Advocating to your own parent about the need for more coverage Listen to the monthly series, MDRT Presents: @mdrtpresents
…
continue reading
154 episodes
MP3•Episode home
Manage episode 333154221 series 1030513
Content provided by MDRT Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MDRT Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
How do you explain to a client why their coverage was denied? Or to a person close to you that they urgently need more coverage? In this episode, MDRT members explain how they share necessary information to handle challenging conversations. You’ll hear from: Yakov Baylis, CLU, ChFC Edward M. Burnett, RICP Russell L. Clousing, ChFC, CLU Episode breakdown: 0:33 – Talking with a client who wants you to accept blame for their coverage being declined 1:44 – Helping clients with a family member who has long created problems for you 3:34 – Explaining the reason for a fee for financial planning 6:03 – Advocating to your own parent about the need for more coverage Listen to the monthly series, MDRT Presents: @mdrtpresents
…
continue reading
154 episodes
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