Latest / Money Made Human Podcast
48. Hosting the Discovery Session for Financial Coaches
Clarity is probably the most important step in supporting your clients. Without clarity on their vision and goals, and without clarity on where they are right now in their financial journey, you’ll both be stuck on the next best step.
This week, we’re continuing our Ultimate Growth Guide series by sharing what happens during the Discovery Session with your clients. I’ll show you the path from clarity to effective coaching to taking action and teeing up future coaching with you.
Not only will you take away some theoretical advice, I’ll give you a hands-on approach to establishing rapport…
The skinny
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