
Sign up to save your podcasts
Or


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.
You can find show notes and more information by clicking here: https://bit.ly/2Ysv1Tt
By Matthew Jarvis, CFP® & Micah Shilanski, CFP®4.8
458458 ratings
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.
You can find show notes and more information by clicking here: https://bit.ly/2Ysv1Tt

518 Listeners

199 Listeners

2,342 Listeners

943 Listeners

288 Listeners

797 Listeners

2,020 Listeners

255 Listeners

2,145 Listeners

934 Listeners

246 Listeners

339 Listeners

126 Listeners

133 Listeners

139 Listeners