You've identified the problem. You understand the instinct gap. Now it's time to fix it. In the first two episodes of this series, we talked about why financial content isn't creating change and introduced the conative mind, the missing piece that explains why people don't take action even when they know what to do. We showed you how your natural way of taking action as a financial professional is likely very different from your clients' instincts, and how that mismatch creates friction. ...
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You've identified the problem. You understand the instinct gap. Now it's time to fix it. In the first two episodes of this series, we talked about why financial content isn't creating change and introduced the conative mind, the missing piece that explains why people don't take action even when they know what to do. We showed you how your natural way of taking action as a financial professional is likely very different from your clients' instincts, and how that mismatch creates friction. ...
127. Should You Add More Services to Your Financial Coaching Business?
The Financial Coach Academy® Podcast
22 minutes
1 month ago
127. Should You Add More Services to Your Financial Coaching Business?
“Should I add tax prep to my coaching business? What about investment management or insurance?” I hear this question from coaches all the time, especially when they're looking to grow their revenue. You see other financial professionals offering multiple services and it makes sense—more services should mean more income, right? Here's what I've learned after working with hundreds of coaches: adding a new service is like starting a whole new business. You need different marketing, different s...
The Financial Coach Academy® Podcast
You've identified the problem. You understand the instinct gap. Now it's time to fix it. In the first two episodes of this series, we talked about why financial content isn't creating change and introduced the conative mind, the missing piece that explains why people don't take action even when they know what to do. We showed you how your natural way of taking action as a financial professional is likely very different from your clients' instincts, and how that mismatch creates friction. ...
