Turn client conversations into financial coaching marketing masterpieces

How to turn every day client conversations into financial coaching marketing masterpieces

Are you missing out on posting powerful marketing messages that potential clients will eat up? Every day you multiple conversations with clients.  Clients that are making huge improvements in their financial situation.  Clients that are so proud of their accomplishments and want to tell you about how you have helped them.  As a financial coach, seeing your clients succeed and reach their goals is an amazing feeling and why most of us are in the field.  But how often do you share these conversations?

I recently posted this (see below) on my financial coaching business Facebook page because I just got off the phone with a client who went on and on about how amazing she feels, the transformation she’s had, more control, less worry, sleeping better at night, losing weight (this is so normal actually), and I mean on and on… It was soF*&$ing amazing to witness and hear the pride she has in such a short period of time!!

Make you conversations, texts, DM’s and emails with clients social!

I feel like I could scream, dance, shout, and possibly cry.  And I want the world to know how I feel and how my clients feel!

So I immediately went and wrote about it on my page and I realized, I wonder if you guys know to do this? Don’t bottle up your energy or excitement, don’t refrain from sharing it, don’t edit yourself or hold yourself back… Raw and unfiltered posts like this that come from real inspiration are the best for attracting clients because you’re being YOU!! The right client will LEAN IN to you when you share things like this and for those who are stalking or haven’t yet committed, posts like this are sometimes what they need to see.

_____________________post on business Facebook page______________________
It’s always really exciting when I START working with a new client…that initial session is so thrilling because I know what’s about to happen, but the client doesn’t really know, or better yet, they don’t trust it yet. They don’t know just how GOOD and AMAZING they’re about to feel. And it’s usually just a month or two in that they feel MASSIVELY different…and I mean MASSIVE! I just got off the phone w/ a client who had her first coaching session (her 1st one after her Eureka) on February 28th (so it’s only been two months!!!) and she said “I’ve changed her entire life” and “I’ve never felt so in control” and “My entire perspective has shifted and this feels so good” and finally, “I am in love with this plan.” 
..
YES YES YES! I know! And it’s crazy right? And you didn’t believe it right? Or you thought “that’s how others feel, that won’t happen for me.” 
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Oh but it can. And it will. And I’m over here just coaching with a smile on my face because I know it’s going to happen and I get to be a part that transformation.
..
And it is my true pleasure and my honor to be a part of it. It is no wonder I end each day inspired and in love with what I do and in awe of the hard work my clients put in. My clients GIVE to me just as much as I GIVE to them. That’s why this works. 
..
So are you ready?


Get permission

First, we always recommend getting permission from your client to post their comments.  In writing is best and even using a media release form (something like this). 

 Screen shots!

Typing up the conversation or the client’s quote works, but what is really the best is to take screenshots and use those.  It lends credibility and puts a real person behind the conversation.  Typically we will remove names and photos, even if they give us permission with a media release, just for the sake of privacy.

Use all forms of media

One text message from a client can be turned into all forms of media.  Write a blog post about that client, what they first felt like when they started working with you and then post their message on how happy they are.

Post the screen shots on all of your social media outlets.

Go Live on Facebook and tell their story then read the message verbatim while maintaining privacy.

It doesn’t have to be client wins

One thing to think about is that information that your prospective clients would really benefit from hearing isn’t always the wins and accolades from you clients.

Take the missteps and failures from your clients and turn them into valuable lessons. Be sure to not degrade or condescend your clients!

Take a question or scenario that your clients brought up and share your thoughts and strategies with the world.

 

Share, share, share! It’s that simple. You should always have a little voice in the back of your head asking you, “how can I share this moment with the world?”.  Listen to that voice, be creative, keep your clients’ privacy in mind and share your value, your results and your clients’ joys and accomplishments with the world!

By | 2018-06-27T17:21:34+00:00 June 27th, 2018|

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Financial Coaches Unite

A supportive Facebook community for aspiring and trained financial coaches!

Roll up your sleeves, ask questions, share ideas and learn from one another on best practices for running your financial coaching business! The more successful we are, the more people we can help and the better our world can become!