99. Delighting clients: Creating that Memorable First Impression

Money Made Human Podcast · Feb 20, 2025 · 23m

When a potential client reaches out to you about financial coaching, they're often feeling worried and doubtful. They might even be telling themselves they're “too far gone” for help. That's exactly why those first interactions matter so much.

In this episode, we're talking about how to handle those early conversations with confidence (even if you're feeling nervous on the inside). You'll hear about practical, affordable tools that help you look professional from day one, and why making actual phone calls—yes, real phone calls!—can be a game-changer for connecting with potential clients.

For…