What You'll Learn In Today's Episode:

  • Why you need to do what you say you’re going to do.
  • When prospects object, it usually comes down to a lack of credibility.
  • Your investment portfolio should look like your clients’.
  • Clients want to feel that they’re not alone.
  • Why you should set expectations and provide reminders on how you’ll handle mistakes.

What If You Can Transform Your Practice In 12 Months?

Make the first step and apply for your FREE Business Growth Session!

Apply Now!

You know that with your clients, everything you do either helps or it hurts – everything counts! On today’s episode, Matt and Micah discuss all things credibility and that when your prospects or clients push back or have objections to you, it’s more than likely a lack of credibility. But then what do you do? Top advisors are always looking for ways to demonstrate their credibility, so be sure to communicate and set expectations with your clients and do what you say you’re going to do.

Resources In Today's Episode:

Recommended Podcast

Embracing Failure: Lessons from Million Dollar Producers [Episode 341]

Make 2026 an amazing year.

See More

Encore Episode: Why Advisors Fail

The four rules of advisor success

See More

Transforming Financial Planning Practices with Sten Morgan [Episode 340]

Another myth bites the dust

See More

Contact Us