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Sometimes we get wrapped up in wanting to compromise, wanting to negotiate, and wanting to make deals in order to help clients—but what you're really doing is compromising your values. So today, Matt and Micah are discussing why you cannot get caught up in compromising certain things that are actually bringing value to your clients. You will hear them discuss the importance of managing all assets together, as well as how to navigate these tricky conversations with your clients.
You can find show notes and more information by clicking here: https://bit.ly/3ilaPJb
By Matthew Jarvis, CFP® & Micah Shilanski, CFP®4.8
458458 ratings
Sometimes we get wrapped up in wanting to compromise, wanting to negotiate, and wanting to make deals in order to help clients—but what you're really doing is compromising your values. So today, Matt and Micah are discussing why you cannot get caught up in compromising certain things that are actually bringing value to your clients. You will hear them discuss the importance of managing all assets together, as well as how to navigate these tricky conversations with your clients.
You can find show notes and more information by clicking here: https://bit.ly/3ilaPJb

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