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

Navigating the Annuity Landscape With Tracy Lownsberry

Suitability does not mean ethical

See More

Understanding the Dynamics of M&A With Michael Belluomini and Liam Heffernan

There’s a solution for everybody

See More

Creating Welcoming Spaces for Clients [Episode 364]

We’ll part ways as friends.

See More

Contact Us