Earning the Next Session: How Financial Coaches Can Keep Clients Coming Back

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Expedition Money Financial Coaching

Peter Waitzman

767 episodes

5 hours ago

Many people are starting financial coaching businesses. I've helped start financial coaching and financial wellness programs on my own and for businesses. I'll share my thoughts and insights here to help you have the best chance at success in your financial coaching practice.

Entrepreneurship

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All content for Expedition Money Financial Coaching is the property of Peter Waitzman and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Entrepreneurship

Business

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Earning the Next Session: How Financial Coaches Can Keep Clients Coming Back

Expedition Money Financial Coaching

8 minutes 30 seconds

1 month ago

Earning the Next Session: How Financial Coaches Can Keep Clients Coming Back

Struggling to keep clients engaged after their first session? In this episode, Peter dives into the importance of earning each session as a financial coach. He shares strategies to deliver maximum value, build trust, and address client needs effectively—without holding back for future meetings. Learn why a session packed with actionable insights can lead to long-term success, glowing testimonials, and enthusiastic referrals. Whether you're just starting or looking to improve client retention, this episode is filled with practical advice to help you thrive as a financial coach.

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