What to do when couples disagree about financial decisions
Maybe parts of a family unit have different views of their expenses. Maybe they don\u2019t have the same understanding of what you\u2019ve presented. Either way, how do you navigate a meeting in which clients are arguing with each other? In this episode, MDRT members share strategies to manage these situations and ensure that everyone reaches a positive resolution.\n\nYou\u2019ll hear from:\nEverett Revere Foxx\nSteven Genoff, CFP\nBrandon Green, ChFC, CLU\nDana Mitchell, CLU, CFP\n\nEpisode breakdown:\n0:34 \u2013 The meaning of \u201cThe ping-pong concept\u201d\n1:42 \u2013 Identifying who the couple\u2019s decision-maker is\n2:30 \u2013 Why it may help for you to leave the room to let clients discuss\n3:32 \u2013 Managing disagreements about what it costs to run the household\n4:54 \u2013 Determining how to compromise to make everyone happy\n6:14 \u2013 The importance of not taking these situations personally\n7:06 \u2013 Recognizing clients just need space to process information\n\nListen to the monthly series, MDRT Presents: @mdrtpresents