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316 Training Tools to Navigate Tricky Client Conversations

Jason On Firms Podcast

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Confrontation and Reconciliation

This chapter captures a tense client conversation centered around a financial oversight that led to cash flow issues and prepayments. As frustrations escalate, the dialogue reveals the critical need for accountability, effective communication, and established controls in client-provider relationships. Ultimately, the chapter concludes with a shift from conflict to a moment of acknowledgment, highlighting the potential for collaboration amidst challenges.

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