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.