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In previous episodes, I talked about helping the client form their own conclusion, rather than just providing them with the “right” answer. As financial coaches, our job is not to make their decisions for them, it’s to EMPOWER our clients to make their own decisions with confidence.
So when a client comes to you and asks you if they can afford a purchase, or wants to know if the decision they made regarding their budget is the right one…instead of giving a blanket yes or no, it’s better to help them feel out THEIR feelings, by asking things like, “how do you feel?” or “what factors did you take into consideration?” Remember, what YOU think doesn’t really matter – what DOES matter is that the client feels confident in their decision.
If you haven’t listened to episodes 19, 20, and 21, I’ve linked them below, and I highly recommend that you take the time!
Listen to Episode 19: https://youtu.be/OqOFRLJlFzk
Listen to Episode 20: https://youtu.be/WnZGmQUGJXE
Listen to Episode 21: https://youtu.be/5WTEmgOuvHw
By Kelsa Dickey5
101101 ratings
In previous episodes, I talked about helping the client form their own conclusion, rather than just providing them with the “right” answer. As financial coaches, our job is not to make their decisions for them, it’s to EMPOWER our clients to make their own decisions with confidence.
So when a client comes to you and asks you if they can afford a purchase, or wants to know if the decision they made regarding their budget is the right one…instead of giving a blanket yes or no, it’s better to help them feel out THEIR feelings, by asking things like, “how do you feel?” or “what factors did you take into consideration?” Remember, what YOU think doesn’t really matter – what DOES matter is that the client feels confident in their decision.
If you haven’t listened to episodes 19, 20, and 21, I’ve linked them below, and I highly recommend that you take the time!
Listen to Episode 19: https://youtu.be/OqOFRLJlFzk
Listen to Episode 20: https://youtu.be/WnZGmQUGJXE
Listen to Episode 21: https://youtu.be/5WTEmgOuvHw

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