Navigating difficult situations with clients and staff regarding the virus

During these unusual times, how will you handle potentially awkward conversations regarding safety? In this episode, MDRT members share how they are dealing with the complicated feelings and physical challenges involved in communicating with clients as some offices reopen. You’ll hear from: Catherine Chee Keng Lian, MBA, FChFP John P. Enright Sarah Helen Hogan, ACII Episode breakdown: 0:32 – How to quickly identify where the other person is on the spectrum of concern 1:07 – Balancing an individual’s choice with the safety of others and yourself 4:51 – Continuing Zoom meetings even though the office is open 6:02 – Navigating difficult social experiences pertaining to safety 7:18 – Dealing with a wide spectrum of behavior regarding the threat of the virus 9:26 – Staying humble and adapting your client service to each person Find more resources to help you focus on the here and now: rz.mdrt.org/productivity-kit/ Listen to the monthly series, MDRT Presents: @mdrtpresents

Om Podcasten

In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. Contact us at podcast@mdrt.org. MDRT diversity statement: https://www.mdrt.org/diversity-statement The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Examples are for educational purposes only. Copyright Million Dollar Round Table.