All advisors recognize the emotional component of their roles and how that can factor into their support, guidance, and relationships with clients. In this episode recorded in February 2023, MDRT members share memorable experiences when emotions factored into their work and how they handled this both for the clients and for themselves.

You’ll hear from:

Joseph Tan, ChFC, CLU

Abigail Venida Yabot

Episode breakdown:

0:32 – How the pandemic changed the conversation around

death and disability

2:33 – Communicating the importance of additional coverage

6:42 – Helping a client who is dealing with infidelity

12:26 – How to handle emotional moments with clients

Listen to the monthly series, MDRT Presents: @mdrtpresents