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What To Do And Say When A Client Backs Out Of Working With You

Our Best Strategies For Dealing with Clients Who Change Their Minds The high of having a client say yes to financial coaching is thrilling. But if you coach long enough, you're going to have some of those yeses flip to "No, thank you." A client who previously said they wanted to work with you and was gung-ho to start after your last interaction could send you a message a few days later saying the opposite. Clients can change their mind. What's the best way to handle this? What can you say? How do you not let this letdown drag you [...]

By |2021-10-06T20:01:01+00:00October 6th, 2021|
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Helping Your Client See Their New Financial Identity (Free Download)

How Having Your Client Reframe Their Financial Identity Can Lead To Greater Buy-In and More Progress When a client shows up to their coaching session and has completely fallen off track, this isn’t necessarily a sign that they aren’t committed. Oftentimes this is a sign of disconnect with their financial identity. It's a lapse between who they see themselves being today and who they want to be. Paying attention to money, planning ahead, and updating your budget to this type of client is just another “to do” they have to get through. Without a strong connection to the [...]

By |2021-09-15T20:26:31+00:00September 15th, 2021|
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Financial Coaching a Client Going Through Trauma

How to Be There for Your Financial Coaching Clients (and Yourself) When Life Has Thrown Them a Curveball BY: JILL EMANUEL Today I want to talk to you all about supporting a financial coaching client during a crisis or trauma. Coaching isn't always about the celebrations or exciting financial goals. Don’t get me wrong. Those things are fun, and when those moments happen we celebrate them in a big way with our clients. But coaching deals with a range of emotions - the highs and the lows.  One of the benefits of hiring a financial coach for many clients is [...]

By |2021-05-25T22:00:45+00:00May 25th, 2021|
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Coaching a Caretaker | How to Help Financial Coaching Clients Who Want to Help Everyone Else (Free Download!)

Some people are givers, some are takers. And as you coach, you'll come across both extremes of people. Today, though I want to talk about the giver. Specifically the type of people who give and give and give. I call these people my caretaker clients.  Who is a Caretaker? A caretaker is someone who uses their time, money, and energy to assist their immediate family members, friends, or possibly even colleagues. They give a lot and cannot stop themselves from giving. It is their nature. But caretakers oftentimes do so at a sacrifice to themselves financially. Like most [...]

By |2021-03-26T21:28:33+00:00March 26th, 2021|
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Setting Boundaries with Your Clients Even if You’re Only Seeing Beta-Clients

How to Set Boundaries with Your Financial Coaching Clients Here’s the scenario. A new coach is building her financial coaching business and trying to take on beta clients. She has eight people express interest in her coaching, and five schedule a discovery call. After the call, four express interest in financial coaching and being beta clients for a full coaching session. One goes MIA and won’t return calls or emails to book the session. Two book a session but then start to ask about pushing it back immediately after they are scheduled. The fourth one wants to book but not [...]

By |2021-03-04T21:33:42+00:00March 4th, 2021|
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Tough Client Conversations: When Your Coaching Style Isn’t Working

Here’s the scenario: You get an email from your client. It’s not a good email. In it, they say they’re not sure if your coaching style is working for them. They still want to have a conversation, so the door is not closed, but it’s not as open as you may have thought. What do you do? Beg them to stay? Call it quits? Close up shop and do something else with your life entirely? (Definitely, no to that last one. You got this.) First, let me say this: This kind of email isn’t uncommon. If you've been in business [...]

By |2019-09-24T17:22:08+00:00September 24th, 2019|
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Tough Client Conversations: When Your Client is Ghosting You

Your client paid for their sessions, up front and in full. YAY! That’s great. But now, all you hear are crickets. You’ve tried reaching out several times to move them forward in your coaching process, but they are unreachable. You are being ghosted. Or maybe every time they respond, it is only to reschedule for some date a few months away. That’s not so great.  If this description fits one of your clients, here are a few things to keep in mind and ways to move the process forward. Lead with Compassion and Concern in Your Outreach You never know [...]

By |2019-07-06T18:14:30+00:00July 6th, 2019|
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Tough Client Conversations: Your Client Made a Poor Choice and Can’t Afford to Pay You

We had a situation with a client at Fiscal Fitness recently where they couldn’t afford our services because of some poor decision making. We work with them on a monthly basis and our monthly payment was coming due. But between our previous session with them and the one that was coming up, they decided to sign up for a CrossFit membership. This expense was not in their budget, and by signing up for this membership, it meant they didn’t have the funds to pay us. This was frustrating.   But I wasn’t frustrated about their inability to pay me. It [...]

By |2019-05-22T17:08:35+00:00May 22nd, 2019|
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Tough Conversations: How to Break Up with a Financial Coaching Client

Breakups are hard. No one likes being broken up with and few people like breaking up with someone. It’s uncomfortable and raw and usually leads to more questions than it does answers. If you are fortunate to be in business for a long time, chances are you’ll need to end a relationship with one of your clients at some point. And this is going to be a tough conversation. Here are a few ways to help you have the right words but also evaluate if it really is time to end it all. Before You End It Before you start [...]

By |2019-05-01T15:10:41+00:00May 1st, 2019|
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Tough Client Conversations: What To Do If a Client Asks You for a Discount

Years ago, I found myself getting offended when people would ask for a discount on my coaching. My time was valuable. I set that price for a reason. Why would anyone think I would charge them less just because? But then I had to step back and make a mental shift around discounts. I told myself, "It's great that they ask. They should ask. It doesn't mean I have to say yes, and it doesn't mean they don't value what I'm offering." In fact, I challenge my clients to ask for a better price when they're buying something just to [...]

By |2019-05-16T19:31:40+00:00January 2nd, 2019|
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