When to say goodbye to a client
Occasionally it becomes clear that a client-advisor relationship is not going well. In this episode, MDRT members discuss how to address this with clients and make changes that will help everyone involved. You’ll hear from: Peter Jason Byrne Joel Phillip Campbell Yuka Nakahara-Goven, MBA CLU Simon D. Lister, Dip PFS Gino Saggiomo, CFP
