#164: How to Help Clients Set Motivating Goals

Season #1

Today, Josh and Amelie discuss how to help clients set goals! How can you facilitate the goal setting process?

Top takeaways:

  1. Keep the conversation lighter and casual.
  2. The goals need to be internally set goals rather than external pressure.
  3. Big goals need to be broken down into smaller, faster pieces to add quick wins to build motivation.
  4. Ask questions to get clear on details.

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