Lessons from mistakes in client communication
Occasionally you don\u2019t choose the right words with clients, whether it\u2019s because of something you wish you said or something you wish you didn\u2019t. In this episode, MDRT members share times when the conversation did not go well and how they adapted their approach moving forward.\n\nYou\u2019ll hear from:\nPeter Jason Byrne\nDanielle J. Genier, CFP, CLU\nJonathan Godshall Camacho, LUTCF, MBA\nRandall D. Kaufmann\n\nEpisode breakdown:\n0:31 \u2013 Do not say anything unless you\u2019re sure your client is pregnant\n1:03 \u2013 When a young advisor learns to treat every client with respect\n2:56 \u2013 Making sure not to make assumptions about less-engaged clients\n5:24 \u2013 The complexities of family businesses\n7:11 \u2013 Struggling to recover from a faux pas\n\nListen to the monthly series, MDRT Presents: @mdrtpresents