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    When to say goodbye to a client

    When to say goodbye to a client

    FromMDRT Podcast

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    When to say goodbye to a client

    FromMDRT Podcast

    ratings:
    Length:
    10 minutes
    Released:
    Sep 1, 2016
    Format:
    Podcast episode

    Description

    Occasionally it becomes clear that a client-advisor relationship is not going well. In this episode, MDRT members discuss how to address this with clients and make changes that will help everyone involved.

    You’ll hear from:

    Peter Jason Byrne
    Joel Phillip Campbell
    Yuka Nakahara-Goven, MBA CLU
    Simon D. Lister, Dip PFS
    Gino Saggiomo, CFP
    Released:
    Sep 1, 2016
    Format:
    Podcast episode

    Titles in the series (100)

    In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. Contact us at podcast@mdrt.org. MDRT diversity statement: https://www.mdrt.org/diversity-statement The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Examples are for educational purposes only. Copyright Million Dollar Round Table.