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.
Navigating estate planning with your clients.
See MoreHelping clients understand their purpose in retirement.
See MoreSupporting clients beyond financial aspects.
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