Click to Play

What You'll Learn In Today's Episode:

  • The best practice recommendation for clients during construction and remodels.
  • Why it’s ok to be the bad guy for your clients.
  • How to help when your clients are having financial differences with their children.
  • What to do when clients don’t want to listen to your advice.
  • All about Micah’s three ‘Ps’
  • Why you need to know your deal breakers.
  • Why you need to practice having a graduating conversation before it happens.

When clients aren’t the right fit, or when they aren’t open to your advice, do keep them on, hoping they’ll just listen? Or, do you have a set of deal breakers and lines that you will not cross and know that at some point, you’ll need to graduate certain clients? What do you do when a client graduates you?

Listen in as Matt and Micah discuss why you need to be clear with yourself and your clients, on your deal breakers. They’ll also discuss, once you’ve determined that a client is no longer a good fit, how to make that transition while always erring on the side of grace. Matt and Micah will also share why you don’t have to stay in your lane to deliver massive value.

Resources In Today's Episode:

Recommended Podcast

The Real Deal on Investments, Bookkeeping, and Succession Planning

Investments, bookkeeping, and planning for success.

See More


Taking your own advice.

See More

Delegation & Bookkeeping Breakthroughs with Guest Lisa Zeeveld

Delegating bookkeeping to elevate your business.

See More

Contact Us