A time when I failed with a client

MDRT Podcast

Not every client takes your advice or puts a plan in place when they need it. In this episode, MDRT members share difficult experiences and what they learned for next time. You’ll hear from: Yakov Baylis, CLU, ChFC Edward M. Burnett, RICP Russell L. Clousing, ChFC, CLU Episode breakdown: 0:33 – When a client rejects or misuses your advice 3:21 – What I changed to prevent future recurrence of problems 4:08 – When tragedy follows inaction 6:25 – Learning not to respond to a challenging email so quickly 9:35 – How different forms of communication relate to documentation Listen to the monthly series, MDRT Presents: @mdrtpresents