#13: What are Best Practices When Asking for Client Referrals from Friends and Family? episode artwork

EPISODE · Mar 1, 2022 · 25 MIN

#13: What are Best Practices When Asking for Client Referrals from Friends and Family?

from Financial Coaches Network - The Podcast: Build your Financial Coaching Business · host Joshua Escalante Troesh, Garrett Philbin, Amelie Riendl, and Emily Blain

Episode 13: What are Best Practices When Asking for Client Referrals from Friends and Family? 04:10 - Asking Friends and Family to Find You Clients 05:53 - Identifying the Needs of Your Niche 06:45 - Understanding Who It Is You're Serving 09:41 - Why it’s Important to Think of Actual People 13:01 - Having a Reason to Send Client Referrals 16:02 - Being Sensitive to Talk About Money-Related Issues 21:52 - Common Problems in Client Referrals 24:31 - The Transparency of What the Process Looks Like Want help building or growing a successful financial coaching business? Find resources below based on where you’re at in your journey: Deciding whether Financial Coaching is right for you? Join our free Facebook Community with over 5000 current and aspiring financial coaches! https://www.facebook.com/groups/financialcoachescommunity Already decided you’re going to be a Financial Coach and want to learn more? Get 30+ tips and best practices in our free 8-part email series! https://www.financialcoachesnetwork.com/pre-launch-email-series Ready to Launch your Financial Coaching business? Join FCN Launch, our step-by-step program that will help you successfully launch your business in four months and grow it to a consistent part-time income. https://www.financialcoachesnetwork.com/launch Are you already coaching clients and want to grow your business to a full-time income? Join FCN Grow, our program that helps you scale your business to a full-time income. https://www.financialcoachesnetwork.com/grow

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