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What to do when it’s clear the client-advisor relationship is not a match image

Alessandro M. Forte, DipPFS, CSP; Renee Hanson, CFP, CDFA

Dec 2, 2024

What to do when it’s clear the client-advisor relationship is not a match

At some point, all advisors face the challenging situation of knowing that they aren’t the right person to work with a client. In this episode, MDRT members explain how they recognize the need for this delicate exchange, and how they handle it.

Andreas T. Dailey Sr., CLTC; Jennifer P. Mann, MBA, CFP; Jamie McIntyre, CFP; Paul Milbourne; Warren Stickney; Joseph Tan, ChFC, CLU; Kerry Therese Wallingford, RICP, ChFC

Jul 1, 202514 min

Drawing out the details

Effective fact-finding reveals your clients’ values, not just financial specifics.

Nitin Attri

Jun 5, 20255 min

Starting strong with effective fact-finding techniques

Learn how deeper, empathetic fact-finding supported by smart tools, helps Nitin Attri turn conversations into lasting client relationships built on trust and clarity.

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Leveraging stories to build genuine and long-lasting relationships with clients

Spotting generational shifts in financial goals

What to do when it’s clear the client-advisor relationship is not a match

The perils of one-seat closing: Why financial advisors should be wary

Drawing out the details

Starting strong with effective fact-finding techniques

Help clients get real about savings

Challenges in the Malaysian insurance industry and how to move forward

Ethical considerations in insurance sales

Effective ways to recognize client's life milestones that trigger financial plan adjustments