About This Episode

As a financial advisor, you must be there for your clients during hard times and address challenging topics head on with them. The approach you should take depends on the relationship you have with the client and the style of advising that resonates with them. In this podcast, Corey Schmidt will discuss how to approach clients when a difficult conversation is necessary and why it’s important to prioritize those conversations. He will give us examples from his own client relationships.

About Our Guest

Corey is Schmidt a founding partner and wealth advisor with IntentGen Financial Partners, which is part of the Thrivent Advisor Network.

Show Notes

Here is a link to the Thrivent Advisor Network web site. Here is a link to the IntentGen web site.