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Stacking The Odds In Your Favor [Episode 207]
The Perfect RIA
How to Help Your Client Retire and Have Less Spendable Income
Matthew Suks: I'm not the one that has to come up and say, Hey, you got to spend $3,000 a month less. We all love to have guides in our life; we don't necessarily want someone to carry us, right? So me guiding a client is going to be far more impactful than asking them how much they think their house will sell for. He says he gives clients credit for information they may have given him in advance but didn't send it in advance.
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