Feb 01 2023 / MDRT Podcast
Caring for clients who’ve experienced a lifequake
What should you say — or not say — to clients who are especially vulnerable? In this episode, MDRT members explain how they support clients going through particularly challenging times, whether it’s a death, divorce or otherwise.
Topics covered
You’ll hear from:
Alessandro M. Forte, DipPFS, CSP
Renee Hanson, CFP, CDFA
Episode breakdown:
0:32—Learning about the importance of not making assumptions
2:50—Developing a process for working with vulnerable clients
8:26—Adapting to circumstances outside of the norm
9:48—Recognizing that lifequakes can be both big and small
Alessandro M. Forte, DipPFS, CSP
Renee Hanson, CFP, CDFA
Episode breakdown:
0:32—Learning about the importance of not making assumptions
2:50—Developing a process for working with vulnerable clients
8:26—Adapting to circumstances outside of the norm
9:48—Recognizing that lifequakes can be both big and small
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