51. Mapping Out Client Next Steps [Ultimate Growth Guide Part 7]

The Financial Coach Academy® Podcast

Jan 4 2024 • 29 mins

Are you coaching clients so they no longer need you? I think that’s a perspective that’s not good for the health and growth of your business. Client acquisition is one of the most time-consuming and expensive parts of working with clients. So if you’re constantly sending clients on their way after a few months of coaching, you’re doing a disservice to your clients, yourself, and your business.

This week on the podcast, we’re wrapping up our Ultimate Growth Guide series by talking about what comes next in your client journey. Because there is, in fact, a next step.

Money will always be there for your clients and as they work through their initial challenges and goals, new ones are bound to come up. And your clients will need help navigating those, too.

Listen in as we explore what this might look like for you so you can wrap your mindset around this next step and create a business and life you love.

Links & Resources:

  • Financial Coach Academy®
  • Client Creator Challenge