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

Follow Up Friday – When Value Adds Go Wrong

Learning from Matt and Micah’s mistakes to create incredible value adds.

See More

Worlds to Conquer – Training Your Team

Helping your team member learn from the start.

See More

What Works Wednesday – Bringing A New Advisor Into Your Firm With Matthew Daugherty

Creating a process of success in bringing on a new advisor.

See More

Contact Us