
Sign up to save your podcasts
Or


When clients aren't the right fit, or when they aren't open to your advice, do keep them on, hoping they'll just listen? Or, do you have a set of dealbreakers and lines that you will not cross and know that at some point, you'll need to graduate certain clients? What do you do when a client graduates you?
Listen in as Matt and Micah discuss why you need to be clear with yourself, and your clients, on your dealbreakers. They'll also discuss once you've determined that a client is no longer a good fit, how to make that transition while always erring on the side of grace. Matt and Micah will also share why you don't have to stay in your lane to deliver massive value.
https://theperfectria.com/podcast/177
By Matthew Jarvis, CFP® & Micah Shilanski, CFP®4.8
458458 ratings
When clients aren't the right fit, or when they aren't open to your advice, do keep them on, hoping they'll just listen? Or, do you have a set of dealbreakers and lines that you will not cross and know that at some point, you'll need to graduate certain clients? What do you do when a client graduates you?
Listen in as Matt and Micah discuss why you need to be clear with yourself, and your clients, on your dealbreakers. They'll also discuss once you've determined that a client is no longer a good fit, how to make that transition while always erring on the side of grace. Matt and Micah will also share why you don't have to stay in your lane to deliver massive value.
https://theperfectria.com/podcast/177

137 Listeners

803 Listeners

194 Listeners

284 Listeners

677 Listeners

2,028 Listeners

2,113 Listeners

917 Listeners

244 Listeners

115 Listeners

338 Listeners

129 Listeners

134 Listeners

48 Listeners

150 Listeners