#218: When (and how) do I transition to offering an ongoing program?

Many financial coaches start with a short-term coaching program, but over time may notice that some clients need additional support to maintain progress and stay accountable. In this episode, Josh and Amelie discuss how to determine whether an ongoing program is truly needed, how to identify patterns in clients, and how to design and communicate longer-term offerings in a way that aligns with client needs.

Top takeaways:

• Let client needs drive your program design.
• Track client feedback and follow-ups to identify potential gaps in support.
• Test client demands before creating a new program.
• Build structure into ongoing programs while allowing flexibility for individual needs.
• Communicate new offerings clearly without cheesy sales tactics.
• Price ongoing support based on client value, not meeting frequency.

Whether you extend your existing program or create a new ongoing offering, the most successful approach is one that aligns with how clients actually achieve lasting progress in managing their financial lives.

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