A specific challenge I have with a client or staff member

MDRT Podcast

How do you handle difficulties in your practice that come from generational disagreements? Or from clients whose behavior can be draining on you? In this episode, MDRT members share their challenges and strategies to handle them. You’ll hear from: Peter Jason Byrne Danielle J. Genier, CFP, CLU Jonathan Godshall Camacho, LUTCF, MBA Randall D. Kaufmann Episode breakdown: 0:34 – Reconciling generational challenges and client service moving forward 2:11 – Changing processes rather than changing individuals 4:25 – Adapting approaches when working with your spouse 6:32 – Handling clients who refuse to listen to your budget recommendations 10:02 – Maintaining calm when a client becomes overwhelming Listen to the monthly series, MDRT Presents: @mdrtpresents