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