9 min listen
Caring for clients who’ve experienced a lifequake
FromMDRT Podcast
ratings:
Length:
14 minutes
Released:
Feb 1, 2023
Format:
Podcast episode
Description
What should you say — or not say — to clients who are especially vulnerable? In this episode, MDRT members explain how they support clients going through particularly challenging times, whether it’s a death, divorce or otherwise.
You’ll hear from:
Alessandro M. Forte, DipPFS, CSP
Renee Hanson, CFP, CDFA
Episode breakdown:
0:32—Learning about the importance of not making assumptions
2:50—Developing a process for working with vulnerable clients
8:26—Adapting to circumstances outside of the norm
9:48—Recognizing that lifequakes can be both big and small
Listen to the monthly series, MDRT Presents: @mdrtpresents
You’ll hear from:
Alessandro M. Forte, DipPFS, CSP
Renee Hanson, CFP, CDFA
Episode breakdown:
0:32—Learning about the importance of not making assumptions
2:50—Developing a process for working with vulnerable clients
8:26—Adapting to circumstances outside of the norm
9:48—Recognizing that lifequakes can be both big and small
Listen to the monthly series, MDRT Presents: @mdrtpresents
Released:
Feb 1, 2023
Format:
Podcast episode
Titles in the series (100)
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