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Home > MDRT Podcast > When to say goodbye to a client
Podcast: MDRT Podcast
Episode:

When to say goodbye to a client
Category: Business
Duration: 00:10:03
Publish Date: 2016-09-01 09:41:53
Description: 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
Total Play: 0