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

Preparing Your Practice for a Sale With Michael Belluomini and Liam Heffernan

You can’t unfire that bullet

See More

Understanding Life Expectancy and Longevity With Brian Smith

You got to be willing to take the pain

See More

The Importance of Professional Guidance in Selling Practices With Ted Jenkin

You gotta be willing to take the pain

See More

Contact Us