Is there anyone on your client list who doesn’t take your advice? Is this a relationship that could provide value in terms of changed lives, additional assets, or referrals?
There is always an underlying reason a client’s behavior doesn’t reflect the respectable recommendations you’ve provided. You wonder, “Will getting to the root of the problem be worth the necessary time investment and emotional work?”
Let me do the work on your behalf. Introduce me as your colleague who specializes in financial coaching. I will meet with the client via phone/video until one of two things happen:
- I will help your client change their mindset while making recommendations for you to facilitate the process, or
- I will determine that this client may not be capable of embracing a growth mindset – in which case you will not be charged for the session
My coaching often unearths hidden assets as clients increase their trust in you, begin to see their assets in a new light, and take on a more holistic view of their net worth. Book an appointment with me to discuss creating a pilot coaching program for your clients. (Click here to schedule a session.)
So which client do you worry about? Click here to see descriptions of the clients least likely to take your advice.