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What to do when client information catches you off-guard


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What happens when an established client surprises you with previously undisclosed debt, or when you have to give a client difficult news about a policy someone else set up for them? In this episode, MDRT members discuss how they have adapted when startling information is revealed and adjusted their communication moving forward.

You’ll hear from:
Daniel Evan Jossen, CFP
Keunhwa Lori Moon
David John Munson Jr.

Episode breakdown:
0:28 – An unexpected revelation from longtime clients
2:54 – The lesson learned and next steps in planning
4:01 – How to avoid this happening again
5:23 – Reviewing client’s previously established plans you think should change
9:00 – Dealing with relationships when sharing difficult information
11:03 – The value of going back to basics

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