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When Clients Don't Transfer Assets [Episode 92]
Podcast |
The Perfect RIA
Media Type |
audio
Categories Via RSS |
Business
Business News
Investing
News
Publication Date |
Oct 19, 2020
Episode Duration |
00:30:32

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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