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.
Handling mistakes and transparency with clients.
See MoreLeveraging your spouse and relationships for your success
See MoreOpportunities for clients to grow along with you.
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