#91: How do you prepare for a known drop in income?

Season #1

When you’re a new financial coach, “where do I find clients” is always one of the top questions. Today, Josh and Emily discuss what to do to find early clients.

Top takeaways:

  1. Put your poker face on! The client probably has lots of emotions…don’t let yours amplify things.
  2. Ask “why,” “when,” and “how long will it last?”
  3. Don’t be afraid to tap into an emergency fund–that’s LITERALLY why it’s there.
  4. Different strategies work better based on whether this is likely to be a short-, medium-, or long-term situation.
  5. Don’t rush decisions just because you agree with them. Also don’t delay decisions just because you want them to have more savings.

Want help building or growing a successful financial coaching business? Find resources below based on where you’re at in your journey: