Fixing Planning Errors and Repairing the Relationship with Your Client

(February 2012 – 64 min)

While all professionals have the very best intentions of serving their clients with the highest level of professionalism and expertise, mistakes can, and will, happen. When a planning mistake for a family with special needs becomes evident, how can you fix the problem — with minimal impact on your client — AND repair your relationship with your client? Mary Anne Ehlert will point out some of the most common planning mistakes that we have seen, how the problems were corrected, and how client relationships were repaired — and even became stronger.