Are your clients and prospects frustrated as to why their financial plan hasn’t been working up until this point? In this episode of The Financial Coaches Podcast, the hosts talk about how often it's not just the numbers that you need to focus on with your clients, but instead the bigger picture. The numbers are great, but it’s not the end-all-be-all, so… what is?

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✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list

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🎵 Music by Summer School

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