9 min listen
A specific challenge I have with a client or staff member
FromMDRT Podcast
ratings:
Length:
16 minutes
Released:
Jan 3, 2022
Format:
Podcast episode
Description
How do you handle difficulties in your practice that come from generational disagreements? Or from clients whose behavior can be draining on you? In this episode, MDRT members share their challenges and strategies to handle them.
You’ll hear from:
Peter Jason Byrne
Danielle J. Genier, CFP, CLU
Jonathan Godshall Camacho, LUTCF, MBA
Randall D. Kaufmann
Episode breakdown:
0:34 – Reconciling generational challenges and client service moving forward
2:11 – Changing processes rather than changing individuals
4:25 – Adapting approaches when working with your spouse
6:32 – Handling clients who refuse to listen to your budget recommendations
10:02 – Maintaining calm when a client becomes overwhelming
Listen to the monthly series, MDRT Presents: @mdrtpresents
You’ll hear from:
Peter Jason Byrne
Danielle J. Genier, CFP, CLU
Jonathan Godshall Camacho, LUTCF, MBA
Randall D. Kaufmann
Episode breakdown:
0:34 – Reconciling generational challenges and client service moving forward
2:11 – Changing processes rather than changing individuals
4:25 – Adapting approaches when working with your spouse
6:32 – Handling clients who refuse to listen to your budget recommendations
10:02 – Maintaining calm when a client becomes overwhelming
Listen to the monthly series, MDRT Presents: @mdrtpresents
Released:
Jan 3, 2022
Format:
Podcast episode
Titles in the series (100)
Getting into the Business: MDRT members are some of the most successful prod… by MDRT Podcast