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Your biggest case is stuck. What do you do now?
Your biggest case of the year is stuck in underwriting.
Your advisor is calling for updates. The client is getting anxious. And you're caught in the middle, completely powerless over the timeline.
The natural instinct is to apologize and say, "Sorry, the home office is moving slow." This makes you a messenger.
But elite RVPs know that credibility isn't just about speed; it's about partnership, especially when things go wrong. They make a critical mental shift.
They move from Apologist to Ally.
Instead of just delivering bad news, they call the advisor and say:
"I know this is frustrating. While we push this internally, let's build a communication strategy for your client. I'm on your team, and we will navigate this together."
This small change does something profound: It transforms you from a representative of the problem into a partner in the solution.
That's how you build unbreakable trust.
