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When to say goodbye to a client

MDRT

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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.
 

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