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

The Rebel Dad Book: Insights and Inspirations With Derek Notman and H. Adam Holt

Creating a Community for Dads

See More

Process Over Guesswork: The Path to Master Prospecting [Episode 352]

“I was doing an objectively terrible job.”

See More

Unlocking Value Through Strategic Acquisitions With Michael Belluomini And Liam Heffernan

You want the most money for what you’ve built

See More

Contact Us