153. The 4-Stage Client Journey Every Financial Coach Needs to See

MAY 14, 202620 MIN
The Financial Coach Academy® Podcast

153. The 4-Stage Client Journey Every Financial Coach Needs to See

MAY 14, 202620 MIN

Description

Every client you work with moves through a journey. The situations are always different, but the stages are remarkably consistent. I’ve watched them unfold across hundreds of clients over nearly two decades, and at some point I started giving them language.In this episode, I walk through the four stages I see every client move through when they start working on their money: See Clearly, Stand Firm, Own It, and Build Forward. I talk about what the client is experiencing at each stage, what they actually need from you (which is often different from what you want to give them), and the coaching mistakes that happen when you’re doing the right work at the wrong time.This episode connects to the SpendFirst™ methodology, but the pattern applies regardless of what system you use. Once you see it, you’ll coach differently.Resources mentioned: Episode 27: The four Stages Framework