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I chat with Abundance Community member Lisa, a therapist who just completed her trauma and money certification and is in the early stages of building out a niche around financial trauma.
Together, we get specific about who this ideal client actually is: the woman who's doing all the right things on paper, has enough in her account, and still panics every time she opens her banking app. We cover how to position this work to financial planners, why a warm introduction beats cold outreach every time, and how to craft messaging that actually resonates with someone who's embarrassed to admit that money still scares them.
Quick heads up: there are a few moments in this episode that may be a little harder to catch. If you miss anything, a full transcript is included so you can follow along.
Sponsored by TherapyNotes®: Looking to switch EHRs? Try TherapyNotes® for 2 months free by using promo code ABUNDANT at therapynotes.com. I cap Limitless Practice cohorts at just 10 people so every single person gets the high-touch support they need — and spots go fast. If you're ready to work less, earn more, and actually love your practice again, don't wait. Get on the waitlist now to be first in line when doors reopen in April!
By Allison Puryear4.7
233233 ratings
I chat with Abundance Community member Lisa, a therapist who just completed her trauma and money certification and is in the early stages of building out a niche around financial trauma.
Together, we get specific about who this ideal client actually is: the woman who's doing all the right things on paper, has enough in her account, and still panics every time she opens her banking app. We cover how to position this work to financial planners, why a warm introduction beats cold outreach every time, and how to craft messaging that actually resonates with someone who's embarrassed to admit that money still scares them.
Quick heads up: there are a few moments in this episode that may be a little harder to catch. If you miss anything, a full transcript is included so you can follow along.
Sponsored by TherapyNotes®: Looking to switch EHRs? Try TherapyNotes® for 2 months free by using promo code ABUNDANT at therapynotes.com. I cap Limitless Practice cohorts at just 10 people so every single person gets the high-touch support they need — and spots go fast. If you're ready to work less, earn more, and actually love your practice again, don't wait. Get on the waitlist now to be first in line when doors reopen in April!
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