How to Maximise Client Motivation: The Right Time for Your First Meeting in Financial Coaching

In this episode, Pete shares essential insights on why you should schedule your first meeting with a financial coaching client as soon as possible. Learn why waiting weeks can risk losing a motivated client, and how to capitalize on the urgency that comes with a potential client's initial outreach. Whether you're just starting or looking to refine your financial coaching process, this episode is packed with tips to make your onboarding smoother and more effective. Tune in to discover practical advice for converting client interest into action, and how to avoid losing valuable leads by waiting too long.

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