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Bad Ideas [Episode 38]
Season 1 · Episode 38

Bad Ideas [Episode 38]

The Perfect RIA · Matthew Jarvis & Micah Shilanski

August 2, 201932m 6s

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Show Notes

Clients come in and express all kinds of ideas, such as buying gold, purchasing property, getting in on a timeshare, and more. But what do you do when something seems like a bad idea? In this episode, Matt and Micah break down how to use caution and strategy to help lead clients to a good decision that fits with their goals—without shooting down their ideas right away.

You can find show notes and more information by clicking here: https://bit.ly/2Ysv1Tt