Maybe parts of a family unit have different views of their expenses. Maybe they don’t have the same understanding of what you’ve 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.

You’ll hear from:

Everett Revere Foxx

Steven Genoff, CFP

Brandon Green, ChFC, CLU

Dana Mitchell, CLU, CFP

Episode breakdown:

0:34 – The meaning of “The ping-pong concept”

1:42 – Identifying who the couple’s decision-maker is

2:30 – Why it may help for you to leave the room to let clients discuss

3:32 – Managing disagreements about what it costs to run the household

4:54 – Determining how to compromise to make everyone happy

6:14 – The importance of not taking these situations personally

7:06 – Recognizing clients just need space to process information

Listen to the monthly series, MDRT Presents: @mdrtpresents