Select Language

Check Application Status

Resource Zone

When to say goodbye to a client


Rate 1 Rate 2 Rate 3 Rate 4 Rate 5 0 Ratings Choose a rating
Please Login or Become A Member for additional features

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

If you'd like to subscribe, find us on iTunes at MDRT Podcast.

{{GetTotalComments()}} Comments

Please Login or Become A Member to add comments