Persistence & Principles  | EP 195 episode artwork

EPISODE · Jun 9, 2025 · 23 MIN

Persistence & Principles | EP 195

from The Financial Coaches Podcast · host Maria Casillas and Cody Sizemore

Setting boundaries for your clients and leads? In this episode of The Financial Coaches Podcast, Cody shares an experience that he had with a lead that told him “No” twice, and came back for a third time around. The boundaries he set, and how they were healthy and helpful for not just him as a coach, but also for the prospect as well. 🚨Join us on Patreon. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches🔥 Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration ✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches  ✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network.  Join Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial ✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list 🙋‍♂️ Have questions for the hosts? Submit them to: [email protected]  📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact 🎵 Music by Summer School @newmoneyhabits / @sizemorefinancialcoaching

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Persistence & Principles | EP 195

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This episode was published on June 9, 2025.

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Setting boundaries for your clients and leads? In this episode of The Financial Coaches Podcast, Cody shares an experience that he had with a lead that told him “No” twice, and came back for a third time around. The boundaries he set, and how they...

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