Tell Your Clients What They Need To Hear | EP 218 episode artwork

EPISODE · Nov 24, 2025 · 31 MIN

Tell Your Clients What They Need To Hear | EP 218

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

Have you been bold enough to tell your clients what they actually need to hear? In this episode of The Financial Coaches Podcast, Cody shares an experience with some of his clients where he told them what they needed to hear, and not what would keep them happy, and ultimately it led to their coaching being terminated. Which may seem like a bad thing as you read this description, but it was actually a good thing for many reasons. 🚨Join The Financial Coaches Network. 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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Tell Your Clients What They Need To Hear | EP 218

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This episode was published on November 24, 2025.

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Have you been bold enough to tell your clients what they actually need to hear? In this episode of The Financial Coaches Podcast, Cody shares an experience with some of his clients where he told them what they needed to hear, and not what would keep...

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