45. How to talk with clients about an ideal total budget for their dream trip

Talking about numbers with clients can often feel uncomfortable and awkward. These numbers might be related to many things, but even when we're not in control of these numbers, we are often the bearer of bad news. Sometimes we even avoid talking about numbers all together, but avoiding a conversation related to numbers can be one of the biggest mistakes that advisors can make. On today’s episode, Whitney is joined by Paloma White and Sarah Fazendin, to discuss this tricky topic. Listen to hear their conversation on total costs for trips, how we educate yourself on what this number should look like, and how to talk to clients about their request versus their ideal budget.