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Latest / Money Made Human Podcast

46. Before the Discovery Session for Financial Coaches

In financial coaching, the initial interactions with clients set the tone for the entire relationship. It's not just about making a great first impression; it's about laying the groundwork for trust, understanding, and effective guidance. How you handle these initial stages can make or break your success as a coach.

This week’s episode of the Financial Coach Academy® podcast is all about mastering the client journey and initial calls in financial coaching. We're diving deep into why understanding and effectively managing these early stages of client interaction is critical for growing your…

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