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: How To Train Your Team

The importance of team training.

See More

The Importance of De-risking Your Practice With Ted Jenkin

You can’t negotiate your own deal

See More

Discipline Equals Freedom: The Key to Success [Episode 325]

Every single thing counts

See More

Contact Us