Meeting Clients Where They Are

An episode of the The Financial Coaches Podcast podcast, hosted by Maria Casillas and Cody Sizemore, titled "Meeting Clients Where They Are" was published on November 1, 2021 and runs 29 minutes.

November 1, 2021 ·29m · The Financial Coaches Podcast

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Episode Description

In this episode, Cody and Maria talk about why it’s important to not only guide your clients in the best direction but also to understand that personal finance is in fact, personal. Not every client’s situation or solution can be the same, and when you are able to meet clients where they are, they grow faster, and so do you as a coach.

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Music by Summer School

@newmoneyhabits / @sizemorefinancialcoaching

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