Financial Coach Training: Do THIS in your first session
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- เผยแพร่เมื่อ 27 มิ.ย. 2024
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00:00 - 2nd cashflow form walkthrough for 1-1 coaching
00:55 - Income pros and cons
03:47 - Expenses
05:35 - Red flag expenses
09:15 - Debt payments
11:05 - Credit score conversation
11:55 - Plan of attack
14:34 - Student loan
15:26 - Clients pay off 10k with me - แนวปฏิบัติและการใช้ชีวิต
What do you think of my 2nd cash flow form walkthrough? Thanks for watching!
Enjoying the cash flow form videos Jess! Thx for sharing!
Awesome! Thanks for watching and taking the time to comment, Doug!
This is AWESOME! I really liked hearing your thought process. I need to go and watch your other video.
Thank you! 🙏🏻 I appreciate you commenting!
I really like these, thank you. I would love to see or hear the actual coaching session. Or even a summary from you afterwards.
Thank you for the feedback, Paul! I appreciate it 😊 I’m trying to find a good balance of keeping them anonymous and being sensitive to the fact that since these are real, past clients of mine… but still sharing enough to make it valuable for you guys.
@@FinancialCoachJess Super valuable and I look forward to the next one. I would love to hear how you went about changing the mindset for the client too, and what worked and what didn't with that particular case. So we can relate the cashflow to the potential personalities as might see as coaches.
I’ll keep that in mind! Thank you!