Stop Saying You’ll ‘Meet Clients Where They’re At’

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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

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Stop Saying You’ll ‘Meet Clients Where They’re At’—Here’s Why

Expedition Money Financial Coaching

4 minutes 23 seconds

3 weeks ago

Stop Saying You’ll ‘Meet Clients Where They’re At’—Here’s Why

In this episode, Peter challenges the popular coaching phrase, "I'll meet you where you're at," explaining why it may unintentionally come across as judgmental or condescending. He explores how clients already assume personalized support and why focusing on action rather than empty reassurances creates stronger relationships. Learn how to build trust, make real-time adjustments, and communicate more effectively without relying on overused clichés. Tune in for a fresh perspective on engaging with clients authentically and meaningfully.

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