Latest / Money Made Human Podcast
47. Prepping for the Discovery Call in Financial Coaching
In our last two episodes of the podcast, I started sharing what the client journey looks like for financial coaches. This week, we’re continuing the journey as I walk through prepping for the discovery session.
It’s so important to be prepared when you go into a discovery session, and that means both you and the client need to do some pre-work. The client fills out a questionnaire, and you are knowledgeable about the information before you get on that call.
On this week’s episode, I’m walking through each part of the discovery call intake form. I’ll share with you what kinds of questions to…
The skinny
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