The wildest client experience I’ve had

What would you do if a client’s dog starting drinking your tea? Believe it or not, an MDRT member had this experience. In this episode, members share how they handled unusual circumstances and what they learned. You’ll hear from: David Braithwaite, Dip PFS Sofia Dumansky, MBA, LUTCF Jonathan Peter Kestle, CLU, B Com Mark D. Olson, MSFS, CFP Episode breakdown: 0:33 – Sliding up a prominent media figure’s stairs on your bottom 2:25 – When prospects think the state will pay for their insurance 3:15 – When a client’s dog drinks your tea 4:55 – Traversing dangerous conditions, surrounded by wild animals 6:15 – A client choosing between coverage and their spouse 9:48 – Being yourself and being OK not connecting with everyone 10:55 – Making sure you know who you want to work with Listen to the new 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.