What to do when client information catches you off-guard

MDRT Podcast

What happens when an established client surprises you with previously undisclosed debt, or when you have to give a client difficult news about a policy someone else set up for them? In this episode, MDRT members discuss how they have adapted when startling information is revealed and adjusted their communication moving forward. You’ll hear from: Daniel Evan Jossen, CFP Keunhwa Lori Moon David John Munson Jr. Episode breakdown: 0:28 – An unexpected revelation from longtime clients 2:54 – The lesson learned and next steps in planning 4:01 – How to avoid this happening again 5:23 – Reviewing client’s previously established plans you think should change 9:00 – Dealing with relationships when sharing difficult information 11:03 – The value of going back to basics Listen to the new monthly series, MDRT Presents: @mdrtpresents