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127. Should You Add More Services to Your Financial Coaching Business?
“Should I add tax prep to my coaching business? What about investment management or insurance?”
I hear this question from coaches all the time, especially when they're looking to grow their revenue. You see other financial professionals offering multiple services and it makes sense—more services should mean more income, right?
Here's what I've learned after working with hundreds of coaches: adding a new service is like starting a whole new business. You need different marketing, different systems, different expertise, and a completely different client experience for each one.
When coaches ask…
The skinny
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