#104: Client wins

Season #1

Join Josh and Emily to discuss client wins! What counts as a win and how should you celebrate them?

Top takeaways:

  • What counts as a client win depends on your niche.
  • Break big, long-timeline wins into milestones.
  • The best way to celebrate is with trophies that mean something–progress reports, documentation of milestones along the way.

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