Financial Coaching in Unprecedented Times: Educate, Reassure, and Refer
Description
In this episode, Peter shares valuable advice for financial coaches navigating unprecedented times, such as during market volatility or economic uncertainty. Learn why it’s crucial to balance educating your clients on smart financial strategies—like staying invested during downturns—with the importance of having trusted referral partners for specialized advice. Peter discusses how to calm client fears, guide better decision-making, and leverage this period as an opportunity to build trust and long-term value. Perfect for coaches looking to sharpen their skills and better serve clients during challenging moments.
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