Occasionally you don’t choose the right words with clients, whether it’s because of something you wish you said or something you wish you didn’t. In this episode, MDRT members share times when the conversation did not go well and how they adapted their approach moving forward.

You’ll hear from:

Peter Jason Byrne

Danielle J. Genier, CFP, CLU

Jonathan Godshall Camacho, LUTCF, MBA

Randall D. Kaufmann

Episode breakdown:

0:31 – Do not say anything unless you’re sure your client is pregnant

1:03 – When a young advisor learns to treat every client with respect

2:56 – Making sure not to make assumptions about less-engaged clients

5:24 – The complexities of family businesses

7:11 – Struggling to recover from a faux pas

Listen to the monthly series, MDRT Presents: @mdrtpresents