What to do when it’s clear the client-advisor relationship is not a match
At some point, all advisors face the challenging situation of knowing that they aren’t the right person to work with a client. In this episode, MDRT members explain how they recognize the need for this delicate exchange, and how they handle it.
![Starting strong with effective fact-finding techniques [Nitin Attri]](https://assets.mdrt.org/images/Zz04ODU1ZmU4MjQyYzExMWYwYTg5YjdlMGNhZWRlY2I3NA==?width=3840&quality=85&format=auto)