Jul 01 2022 / MDRT Podcast
Clarifying important information with difficult clients
How do you explain to a client why their coverage was denied? Or to a person close to you that they urgently need more coverage? In this episode, MDRT members explain how they share necessary information to handle challenging conversations.
Topics Covered
You’ll hear from:
Yakov Baylis, CLU, ChFC
Edward M. Burnett, RICP
Russell L. Clousing, ChFC, CLU
Episode breakdown:
0:33 – Talking with a client who wants you to accept blame for their coverage being declined
1:44 – Helping clients with a family member who has long created problems for you
3:34 – Explaining the reason for a fee for financial planning
6:03 – Advocating to your own parent about the need for more coverage
![Overcoming obstacles and living a balanced life as a financial advisor [MDRT Member Geraldin Yap]](https://www.mdrt.org/globalassets/digizuite/28677-en-mdrt-sg_video-interview_geraldin-yap_thumbnail.png?height=268&crop=0,0,268,268)