Michael Yoder
3 things in finance & investing Michael uses or recommends, from 1 episode.
Michael's top picks in finance & investing
What Michael uses or recommends most, ranked by how often and how strongly. Paid ads are left out.
Uses and recommends it · 1 episode
"They basically found that after going through discovery, when presented with a master list of goals, 75% of the time, people change their top three goals... The number one that comes up for us is start a nonprofit... That's why we always make sure after going through discovery, we have this little master list of here's 12 or 15 things that commonly come up."
Recommends it · 1 episode
"Once I started realizing, hey, just stop telling people what you can do and tell them what you can't and let them make an informed decision. If they choose you, then it'll be on the right terms and you'll have a happy client because you haven't made promises that you can't deliver on."
Recommends it · 1 episode
"If someone is looking to move up market, wants to increase their conversion, switch from whatever sort of interview process you do right now to some sort of discovery, that'll make a massive difference. I think that gets you 80% of the way there, but at the end of the day, you still need to land that plane."
All 3 of Michael's finance & investing picks
- Master list of goals Uses and recommends it "They basically found that after going through discovery, when presented with a master list of goals, 75% of the time, people change their top three goals... The number one that comes up for us is start a nonprofit... That's why we always make sure after going through discovery, we have this little master list of here's 12 or 15 things that commonly come up." Only Michael
- Amateurs close, masters disclose Recommends it "Once I started realizing, hey, just stop telling people what you can do and tell them what you can't and let them make an informed decision. If they choose you, then it'll be on the right terms and you'll have a happy client because you haven't made promises that you can't deliver on." Only Michael
- Discovery meeting process Recommends it "If someone is looking to move up market, wants to increase their conversion, switch from whatever sort of interview process you do right now to some sort of discovery, that'll make a massive difference. I think that gets you 80% of the way there, but at the end of the day, you still need to land that plane." Only Michael