Clarity is probably the most important step in supporting your clients. Without clarity on their vision and goals, and without clarity on where they are right now in their financial journey, you’ll both be stuck on the next best step.

This week, we’re continuing our Ultimate Growth Guide series by sharing what happens during the Discovery Session with your clients. I’ll show you the path from clarity to effective coaching to taking action and teeing up future coaching with you.

Not only will you take away some theoretical advice, I’ll give you a hands-on approach to establishing rapport, setting goals, and navigating through a session with ease and confidence. I share real-life scenarios and practical examples, including some sample scripts, making the advice relatable and easy to apply in your own coaching practice.

Listen in, and have a notebook handy for all the great takeaways!

Links & Resources:

• Watch the entire Ultimate Growth Guide series
• Download your own Client Journey Roadmap
• Find out more about the Financial Coach Academy®