The latest news from the world of personal finance plus advice for those trying to make the most of their money.
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A specific challenge I have with a client or staff member
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Manage episode 316506347 series 1030513
Kandungan disediakan oleh MDRT Podcast. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh MDRT Podcast atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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
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continue reading
153 episod
MP3•Laman utama episod
Manage episode 316506347 series 1030513
Kandungan disediakan oleh MDRT Podcast. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh MDRT Podcast atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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
…
continue reading
153 episod
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