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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A time when I failed with a client
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Manage episode 306099002 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.
Not every client takes your advice or puts a plan in place when they need it. In this episode, MDRT members share difficult experiences and what they learned for next time. You’ll hear from: Yakov Baylis, CLU, ChFC Edward M. Burnett, RICP Russell L. Clousing, ChFC, CLU Episode breakdown: 0:33 – When a client rejects or misuses your advice 3:21 – What I changed to prevent future recurrence of problems 4:08 – When tragedy follows inaction 6:25 – Learning not to respond to a challenging email so quickly 9:35 – How different forms of communication relate to documentation Listen to the monthly series, MDRT Presents: @mdrtpresents
…
continue reading
151 episodes
MP3•Episode home
Manage episode 306099002 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.
Not every client takes your advice or puts a plan in place when they need it. In this episode, MDRT members share difficult experiences and what they learned for next time. You’ll hear from: Yakov Baylis, CLU, ChFC Edward M. Burnett, RICP Russell L. Clousing, ChFC, CLU Episode breakdown: 0:33 – When a client rejects or misuses your advice 3:21 – What I changed to prevent future recurrence of problems 4:08 – When tragedy follows inaction 6:25 – Learning not to respond to a challenging email so quickly 9:35 – How different forms of communication relate to documentation Listen to the monthly series, MDRT Presents: @mdrtpresents
…
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151 episodes
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