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