The wildest client experience I’ve had

MDRT Podcast - A podcast by MDRT Podcast

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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