Latest / Money Made Human Podcast
79. How Financial Coaches Can Talk About Investing Without Crossing the Line
Investing conversations can be a minefield for financial coaches. Where's the line between education and advice? How much is too much to share? What responsibility do you have for offering advice (or leaving it alone altogether)?
This week, we’re tackling the hot topic of how financial coaches can talk about investing with clients—without crossing into advisor territory. We look at why these conversations matter and how you, as the financial coach, can actually complement the work of financial advisors.
You'll learn a framework for exploring retirement and investing with clients in a way that…
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