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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

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