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Money Mindset Coaching for Goals Based Advice 1: Improving the Fact Finding Process to Enhance Your Client‘s Results

In this episode, Cara and I discuss how deep we should really go to know our client in order to support them on a successful financial journey. How did the client get to this point anyway? We discuss how the coaching process enables you as the adviser to uncover patterns and behaviours and your clients internal conditioning around money. This is about so much more than just the numbers and is ​another tool you can use to understand your client and help them achieve their goals. 

Are you ready to support your clients on a deeper level and empower them to achieve financial freedom? Click here to find out more about the Money Mindset Coaching Course for Goals Based Advice.

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