Clients come in and express all kinds of ideas, such as buying gold, purchasing property, getting in on a timeshare, and more. But what do you do when something seems like a bad idea? In this episode, Matt and Micah break down how to use caution and strategy to help lead clients to a good decision that fits with their goals—without shooting down their ideas right away.

Recommended Podcast

Encore Episode: Measure What Really Matters?

See More

Unlocking the Secrets of Practice Valuation With Scott DiGiammarino [Episode 333]

You never want to represent yourself

See More

Encore Episode: Leveraging Technology With Guest Ben Goss

How technology can increase your productivity and the value you deliver to clients.

See More

Contact Us