
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

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