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

Decoding Financial Advisory Roles With Brad Wooten

I backed into intentionality.

See More

Confidence Comes From Repetitions  [Episode 359]

You don’t really know your value

See More

Capital Deployment and Growth Strategies With Peter Velardi

Now is the time, we’re at peak M&A values

See More

Contact Us