Saying No to Leads That Aren’t a Good Fit episode artwork

EPISODE · Oct 31, 2022 · 23 MIN

Saying No to Leads That Aren’t a Good Fit

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

In this episode of The Financial Coaches Podcast, Maria and Cody talk about how to navigate saying no to someone who wants to work with you, but they aren’t the best fit for you and your definition of what your ideal client is. This can be a sticky situation to work through, but leading with their best interest in mind is always a great way to level it out. ✅ 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 The Financial Coaches Meetup and get your first month FREE: www.newmoneyhabits.com/coaches   👉 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 Masterclass: www.newmoneyhabits.com/coaches-masterclass  Have questions for the hosts? Submit them to: [email protected]  📞 Schedule a call with Maria: https://newmoneyhabits.as.me/?appointmentType=16158777    📞Schedule a call with Cody: https://calendly.com/sizemorecoaching/connection-call?month=2022-06  🎵 Music by Summer School @newmoneyhabits / @sizemorefinancialcoaching

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Saying No to Leads That Aren’t a Good Fit

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This episode is 23 minutes long.

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This episode was published on October 31, 2022.

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In this episode of The Financial Coaches Podcast, Maria and Cody talk about how to navigate saying no to someone who wants to work with you, but they aren’t the best fit for you and your definition of what your ideal client is. This can be a sticky...

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