Caring for clients whove experienced a lifequake
What should you say \u2014 or not say \u2014 to clients who are especially vulnerable? In this episode, MDRT members explain how they support clients going through particularly challenging times, whether it\u2019s a death, divorce or otherwise.\n\nYou\u2019ll hear from:\nAlessandro M. Forte, DipPFS, CSP\nRenee Hanson, CFP, CDFA\n\nEpisode breakdown:\n\n0:32\u2014Learning about the importance of not making assumptions\n2:50\u2014Developing a process for working with vulnerable clients\n8:26\u2014Adapting to circumstances outside of the norm\n9:48\u2014Recognizing that lifequakes can be both big and small\n\nListen to the monthly series, MDRT Presents: @mdrtpresents