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Not all client interactions can be happy ones, but that doesn’t mean the relationship has to suffer.
While some clients have reason to be disgruntled, many others are simply venting about something that may not have much to do with you at all. Listening and deciphering what they’re actually upset about is a key skill for planners.
In this episode, Craig Hersch and Patrick Carlson discuss what planners can do when their clients complain.
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