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.

You’ll hear from:
Alessandro M. Forte, DipPFS, CSP
Renee Hanson, CFP, CDFA

Episode breakdown:
0:28 – Establishing expectations for client interactions
2:36 – Developing the skill of knowing when to walk away
4:33 – Having the hard conversation with clients about not being a good fit
6:25 – Identifying communication preferences to improve interpersonal dynamics
8:45 – Fostering positive outcomes while indicating that something isn’t working
13:31 – Determining if the advisor or the client will be making the rejection 

Listen to the monthly series, MDRT Presents: @mdrtpresents

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

In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. 

Contact us at podcast@mdrt.org. MDRT diversity statement: https://www.mdrt.org/diversity-statement

The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Examples are for educational purposes only. Copyright Million Dollar Round Table.

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

MDRT Podcast