You’ll hear from:

Alessandro M. Forte, DipPFS, CSP
Renee Hanson, CFP, CDFA

Episode breakdown:

0:28 – Establishing expectations for client interactions
2:36 – Developing the skill of knowing when to walk away
4:33 – Having the hard conversation with clients about not being a good fit
6:25 – Identifying communication preferences to improve interpersonal dynamics
8:45 – Fostering positive outcomes while indicating that something isn’t working
13:31 – Determining if the advisor or the client will be making the rejection