In this episode, Micah and Matt discuss the critical role of setting client expectations in financial advising, particularly in the context of estate planning. They explore how unspoken expectations can lead to frustrations and resentments, emphasizing the importance of clear communication. The conversation delves into the challenges advisors face in setting expectations, the necessity of transparency, and how business decisions can impact client trust. The hosts provide actionable insights for advisors to improve their practices by establishing clear expectations and maintaining open lines of communication with clients.

Don't Worry, The Estate Planning is Done [Episode 360]

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs