Grow Your Client Base
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Grow Your Client Base
Use your time efficiently and gain more effective results from your efforts by following the six tips below. Regular use of these methods will help you find new finance coaching clients and continue building your client base.
How to Get New Finance Coaching Clients
1. Encourage with Incentives. Financial clients are likely to be looking for cost-effective help. First-appointment discounts can encourage them to schedule.
2. Establish a name for yourself in the industry. When in comes to finances, trust is everything. Go beyond typical marketing methods and get involved with financial planning seminars, exhibitions, and join an online community to establish a presence.
What to Do to Keep New Clients
1. Build Your Reputation. A good standing within the coaching community lets new clients know you've helped others achieve their goals.
2. Collaborate with Colleagues. Work together with others in the financial industry to refer clients to one another and increase exposure to potential clients.
3. Tailor your services by varying your services. In addition to one-on-one coaching, offer group seminars or workshops, and finance coaching retreats. Different people will benefit from one or a combination of all of the above.
| Guru Spotlight |
| Christina Chan |
