Why Financial Coaching Intakes and Assessments Might Not Matter
Description
Are financial coaching assessments and intakes as valuable as they seem? In this episode, Peter breaks down why these tools may not be the key to building trust or gaining insights into your clients' financial challenges. He shares strategies for starting meaningful conversations, establishing trust in the first session, and gathering richer, more actionable information directly from your clients. If you’ve been relying heavily on assessments to kickstart coaching relationships, this episode will help you rethink your approach and focus on what truly matters: connection and value.
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