9 min listen
A client experience when I didn't know what to do
FromMDRT Podcast
ratings:
Length:
11 minutes
Released:
Mar 1, 2022
Format:
Podcast episode
Description
What do you say if a client complains? Or if you need to help clients understand adjustments that are requested by underwriting? In this episode, MDRT members share times when they weren’t sure how to communicate with clients, and what they did to improve the situations.
You’ll hear from:
Xiao Chen
Chad Demarre
Maria Josefa Garcia
Stacy L. Kahan, CLU, RFC
Episode breakdown:
0:36 – Figuring out how to respond to client complaints
2:08 – Executing conversations about changes necessary for policy approval
5:23 – Ensuring that clients know you take their health seriously
7:44 – Anticipating and reacting to adversity
Listen to the monthly series, MDRT Presents: @mdrtpresents
You’ll hear from:
Xiao Chen
Chad Demarre
Maria Josefa Garcia
Stacy L. Kahan, CLU, RFC
Episode breakdown:
0:36 – Figuring out how to respond to client complaints
2:08 – Executing conversations about changes necessary for policy approval
5:23 – Ensuring that clients know you take their health seriously
7:44 – Anticipating and reacting to adversity
Listen to the monthly series, MDRT Presents: @mdrtpresents
Released:
Mar 1, 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