Should Financial Coaches Expand Beyond Their Expertise?
Description
Can financial coaches effectively navigate international rules and complex financial situations outside their wheelhouse? In this episode, Peter explores the boundaries of financial coaching, including whether coaches should expand their expertise to accommodate international clients or stick to their core competencies. He shares insights from his experience with Canadian finance and the broader challenges of blending coaching, counseling, education, and advising. Learn how to identify your limits, establish trust with clients, and decide when to refer out. This episode is a must-listen for financial coaches looking to define their role and grow strategically.
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