At some point, all advisors face the challenging situation of knowing that they aren’t the right person to work with a client. In this episode, MDRT members explain how they recognize the need for this delicate exchange, and how they handle it.

You’ll hear from:

Alessandro M. Forte, DipPFS, CSP

Renee Hanson, CFP, CDFA

Episode breakdown:

0:28 – Establishing expectations for client interactions

2:36 – Developing the skill of knowing when to walk away

4:33 – Having the hard conversation with clients about not being a good fit

6:25 – Identifying communication preferences to improve interpersonal dynamics

8:45 – Fostering positive outcomes while indicating that something isn’t working

13:31 – Determining if the advisor or the client will be making the rejection

Listen to the monthly series, MDRT Presents: @mdrtpresents