Episode 62: Ongoing coaching: How do I continue to show value?
Josh and Amelie complete their three-part conversation about ongoing coaching. This week, they discuss how to continue to show value.
Top takeaways:
- Things NOT to do:
- Just meet and keep them to their budget.
- Set yourself up as an unlicensed, bad therapist (whatever they show up and want to talk about is what we’ll talk about.)
- I’ll just be available whenever something big happens.
- You need to have figure out what to accomplish over the course of a period of time (often a year)–how often are we meeting, what happens between sessions, what happens during the session, what happens after the sessions.
- As you’re planning meetings, think about big events that will be happening regularly (like tax time) and plan ahead.
- Think about what deliverables you’ll have at each meeting.
- Establish objectives for what the clients will know and when they’ll be ready to transition to less frequent meetings–or out of the program entirely.
Want help building or growing a successful financial coaching business? Find resources below based on where you’re at in your journey:
