EPISODE · Aug 23, 2022 · 24 MIN
#38: How much time to have between your meetings?
from Financial Coaches Network - The Podcast: Build your Financial Coaching Business · host Joshua Escalante Troesh, Garrett Philbin, Amelie Riendl, and Emily Blain
Episode 38: How much time to have between your meetings? Josh and Garrett talk about how to structure your meeting schedule and what to consider when scheduling meetings. Top 3 things to consider when deciding meeting schedule: What is YOUR clients’ tolerance for how often meetings should happen? (Clients think more meetings seem better until they get into the process.) What do you want to accomplish over what period of time? Don’t put multiple Big Deals into one meeting. What has to happen in between the meetings? If you’re asking them to categorize all their transactions for the past month, don’t hold a meeting two days later. 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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#38: How much time to have between your meetings?
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