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How I navigate awkward conversations with clients
How I navigate awkward conversations with clients

Apr 01 2024 / MDRT Podcast

How I navigate awkward conversations with clients

What do you say when clients want you to resolve family conflict or say something that they are struggling to communicate? In this episode, MDRT members share how they maintain harmony, professionalism, and service when faced with some potentially uncomfortable situations.

By Aaron Kane, B Bus, AFA, Adam Thomas Rex, AIF, CFP

Topics Covered

Client service

You’ll hear from:

Aaron Kane, AFA, B Bus
Adam Thomas Rex, AIF, CFP

Episode breakdown:

0:24 – Handling a difference of opinion between parents and their child
3:11 – Being asked to encourage someone toward retirement
6:50 – Determining how to reset client relationships
9:41 – Developing two different models of service

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AUTHORS

Featured in this audio

Aaron Kane, B Bus, AFA

Aaron Kane, B Bus, AFA, from Wheelers Hill, Victoria, Australia, is an eight-year MDRT member.

Adam Thomas Rex, AIF, CFP

Adam Thomas Rex, CFP, AIF, is a 12-year MDRT member from Virginia Beach, Virginia, USA.

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