120. How to Help Your Clients Build Their Financial Power Team

Money Made Human Podcast · Aug 14, 2025 · 17m

If you’re trying to do everything for your clients, you’re doing them a disservice. Yep, I said it. As financial coaches, we don’t know everything there is to know about finances, and that’s okay. We’re focused on our niche and expertise and while there’s nothing wrong with learning and growing with our clients, there comes a time when referring them to another professional is the best next step.

I used to think that referring clients to other professionals meant I wasn't good enough at my job. Turns out, it's actually one of the most valuable things I can do for them. When you position…