Note: Any content shared is only viewable to MDRT members.
Occasionally it becomes clear that a client-advisor relationship is not going well. In this episode, MDRT members discuss how to address this with clients and make changes that will help everyone involved.
You’ll hear from:
Peter Jason Byrne
Joel Phillip Campbell
Yuka Nakahara-Goven, MBA, CLU
Simon D. Lister, Dip PFS
Gino Saggiomo, CFP
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