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. 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 Listen to the monthly series, MDRT Presents: @mdrtpresents