Navigating Difficult Conversations With Clients

Re-establishing trust with a client who has voiced a concern is an important step toward repairing and retaining the relationship. In this episode, podcast host and business coach Stephen Boswell, President of The Oechsli Institute; prospecting and marketing expert Maribeth Kuzmeski, Founder of Red Zone Marketing; and communications expert Erica Dhawan, author of “Digital Body Language: How to Build Trust & Connection, No Matter the Distance,” discuss ways that financial professionals can identify a client who may have a concern, mitigate the situation, and rebuild trust based on the history of the relationship and the service they provide.