Should Financial Coaches Expand Beyond Their Expertise?

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Expedition Money Financial Coaching

Peter Waitzman

767 episodes

6 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.

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Entrepreneurship

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.

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.

Show more...

Entrepreneurship

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Should Financial Coaches Expand Beyond Their Expertise?

Expedition Money Financial Coaching

9 minutes 32 seconds

1 month ago

Should Financial Coaches Expand Beyond Their Expertise?

Can financial coaches effectively navigate international rules and complex financial situations outside their wheelhouse? In this episode, Peter explores the boundaries of financial coaching, including whether coaches should expand their expertise to accommodate international clients or stick to their core competencies. He shares insights from his experience with Canadian finance and the broader challenges of blending coaching, counseling, education, and advising. Learn how to identify your limits, establish trust with clients, and decide when to refer out. This episode is a must-listen for financial coaches looking to define their role and grow strategically.

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