Meeting Clients Where They Are

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. Have questions for the hosts? Submit them to: [email protected] Join our FREE Facebook Group of like-minded coaches: www.facebook.com/groups/nmhcoaches Join our Coaches+ Meetup Community and get your first month FREE: www.newmoneyhabits.com/coaches Learn more about the New Money Habits Coaches Masterclass: www.newmoneyhabits.com/coaches-masterclass Music by Summer School @newmoneyhabits / @sizemorefinancialcoaching