#118 - “Whatever the client wants to talk about”
Join Josh and Emily to discuss why having a meeting agenda is important…and why having the agenda consist exclusively of “whatever the client wants to talk about…” is NOT a good idea.
Top things to think about:
- It’s very important to leave space for the client to ask questions and bring up what’s on their mind.
- At the end of the day, the client hired you for your expertise.
- Explaining what you see as the top goals of the meeting and why is a great way to start.
- If you genuinely have nothing to discuss…then you need to either say, “Great, let’s celebrate and we’re done here!” OR start making new goals!
Want help building or growing a successful financial coaching business? Find resources below based on where you’re at in your journey:
- Deciding whether Financial Coaching is right for you? Join our free Facebook Community with over 5000 current and aspiring financial coaches! https://www.facebook.com/groups/financialcoachescommunity
- Already decided you’re going to be a Financial Coach and want to learn more? Get 30+ tips and best practices in our free 8-part email series! https://www.financialcoachesnetwork.com/pre-launch-email-series
- Ready to Launch your Financial Coaching business? Join FCN Launch, our step-by-step program that will help you successfully launch your business in four months and grow it to a consistent part-time income. https://www.financialcoachesnetwork.com/launch
- Looking for financial coaching software? Sign up for the interest list for FCN MoneyCoach, the premier cash flow analysis software for financial coaches and advisers. https://www.financialcoachesnetwork.com/money-coach
- Are you already coaching clients and want to grow your business to a full-time income? Join FCN Grow, our program that helps you scale your business to a full-time income. https://www.financialcoachesnetwork.com/grow
