
Sign up to save your podcasts
Or


The decision to graduate a client can be incredibly hard. You may have worked with them for many years, or you may know them outside of your practice. However, if your client is not fitting your processes and you find yourself consistently making exceptions for them, it may be time to let them go. So, in this episode, Micah and Matthew will be explaining how you can respectfully graduate, upgrade, or transfer a client in order to ensure your needs—and those of your clients—are met.
You can find show notes and more information by clicking here: https://bit.ly/3aEmWje
By Matthew Jarvis, CFP® & Micah Shilanski, CFP®4.8
458458 ratings
The decision to graduate a client can be incredibly hard. You may have worked with them for many years, or you may know them outside of your practice. However, if your client is not fitting your processes and you find yourself consistently making exceptions for them, it may be time to let them go. So, in this episode, Micah and Matthew will be explaining how you can respectfully graduate, upgrade, or transfer a client in order to ensure your needs—and those of your clients—are met.
You can find show notes and more information by clicking here: https://bit.ly/3aEmWje

521 Listeners

193 Listeners

2,354 Listeners

948 Listeners

284 Listeners

797 Listeners

2,035 Listeners

257 Listeners

2,149 Listeners

930 Listeners

243 Listeners

339 Listeners

125 Listeners

135 Listeners

142 Listeners