#15: How Do I Spend Less Time Preparing For Client Meetings But Still Provide The Same Value?

Episode 15: How Do I Spend Less Time Preparing For Client Meetings But Still Provide The Same Value? 01:05 - Garrett’s Experience from the First Couple of Years of Coaching 02:54 - The Balance Between Process Standardization and Customization 05:07 - Falling Into the Fundamental Trap of Catering to Individual Clients 07:13 - Process Standardization Takes Over Everything 12:55 - Making the Meeting Productive 15:06 - When You Start Scaling Your Business 15:49 - Providing the Same Level of Value With a Lot Less of Time 17:17 - Additional Time for Sales Leads to More Referrals 18:56 - Efficiency Determines Success or Failure in a Business 20:33 - Getting Into the Standardized Process as Quickly as Possible 21:42 - The Standardized Process to Address Clients’ Concerns and Needs 25:05 - The Importance of Having Templates for Everything 30:41 - The Bottom Line 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