In our last two episodes of the podcast, I started sharing what the client journey looks like for financial coaches. This week, we’re continuing the journey as I walk through prepping for the discovery session.

It’s so important to be prepared when you go into a discovery session, and that means both you and the client need to do some pre-work. The client fills out a questionnaire, and you are knowledgeable about the information before you get on that call.

On this week’s episode, I’m walking through each part of the discovery call intake form. I’ll share with you what kinds of questions to ask, what the purpose of those questions are, and even give you some of the questions we ask in my own coaching business, Fiscal Fitness Phoenix. And I’ll also give you the six key objectives our coaches hit on each discovery call.

Preparation is so important for the discovery call, especially if you’re feeling nervous about them. But the more prep work you do ahead of time, and the more clients you work with, the easier it will become.

Links & Resources:

• Want to hear more? Get the whole Ultimate Growth Guide Series here!
• Get access to the client journey visual guide!