Tax season isn’t just about refunds.

It’s about conversations.

In this episode of The Financial Coaches Podcast, Cody and Maria lay out a simple engagement challenge designed to help you spark conversations, build relationships, and potentially book consultations — all by asking one strategic question on social media.

Inside this episode, you’ll learn:

The exact post to make during tax season

Why personal pages outperform business pages

How to respond to every comment (and why it matters)

When and how to move the conversation into direct messages

A simple 4-step framework for turning engagement into consultations

What to say to people who owe on their taxes instead of receiving a refund

This isn’t about being pushy.

It’s about starting conversations.

And if you’re serious about growing your financial coaching practice, conversations are the gateway.

Take the challenge.
Track your results.
Share them inside The Financial Coaches Community by New Money Habits.

Let’s see what happens.

 🎧 Resources & Links Mentioned in This Episode

Ready to grow your coaching practice with the right support and community?

🚨 Join The Financial Coaches Network
Connect with other Financial Coaches inside our private Patreon community:
👉 www.patreon.com/NewMoneyHabitsFinancialCoaches 

🔥 Launch or Level Up Your Coaching Practice
Learn more about our signature course, Getting Started as a Financial Coach, from New Money Habits:
👉 www.newmoneyhabits.com/coaches/webinar/gsfc-registration 

✅ Join Our Free Facebook Community
Find support, encouragement, collaboration, and real conversations with aspiring and established coaches:
👉 www.facebook.com/groups/nmhcoaches 

✅ Get Connected Inside Financial Coaches+
Whether you’re just getting started or already serving clients, you don’t have to do this alone. Join Financial Coaches+ and get your first month FREE:
👉 www.newmoneyhabits.com/coaches/memberships/trial 

🙋‍♂️ Have a Question for the Hosts?
Email us at: [email protected] 

📞 Want to Talk With Maria or Cody?
Schedule a call here:
👉 www.newmoneyhabits.com/coaches/fcpodcast_contact 

🎵 Music by Summer School

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@newmoneyhabits | @sizemorefinancialcoaching