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Скачать или смотреть Creative Solutions for Client Enrollment: Making It Easier for Them | EP162

  • The Financial Coaches Channel by New Money Habits
  • 2024-10-21
  • 20
Creative Solutions for Client Enrollment: Making It Easier for Them | EP162
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Описание к видео Creative Solutions for Client Enrollment: Making It Easier for Them | EP162

In this episode of The Financial Coaches Podcast, Maria and Cody explore innovative ways to adjust the investment or enrollment process to better serve your clients. They share real-life examples of how they've adapted their approach to make it easier for potential clients to commit, ensuring it's for the client's benefit, not just the coach's. If you've ever considered changing up your investment strategy to meet clients where they are, this episode is for you!

🚨Learn more about “Getting Started As A Financial Coach,” powered by New Money Habits and Sizemore Financial Coaching here: 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 Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial

👉 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 free call with Hosts Maria or Cody: https://www.newmoneyhabits.com/coache...

🎵 Music by Summer School

Follow us:
@newmoneyhabits / @sizemorefinancialcoaching

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