Minisode - How to Handle Difficult Client Conversations

Gaining Perspective
27/09/2021 16 min Temporada 1 Episodio 159
Minisode - How to Handle Difficult Client Conversations

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Episode Synopsis


As a financial advisor, you must be there for your clients during hard times and address challenging topics head on with them. The approach you should take depends on the relationship you have with the client and the style of advising that resonates with them. In this podcast, Corey Schmidt will discuss how to approach clients when a difficult conversation is necessary and why it’s important to prioritize those conversations. He will give us examples from his own client relationships.
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