Ep #70: How to Perfect Your Client Onboarding Process

The Money Coach School Podcast

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المحتوى المقدم من Kendall SummerHawk. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Kendall SummerHawk أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

Tag Team Talent Podcast

1
Tag Team Talent Bonus Show #1 "Mack & Jamie" 5:37

منذ 10 أيام5:37

التشغيل لاحقا

قوائم

إعجاب

احب

5:37

Great short Bonus Show for all our loyal podcast fans. This week a tremendous comedy team shares comedy and music...it's "Mack & Jamie" , stars of TV's "Comedy Break"; sharing loads of musical humor. Enjoy!

منذ عام واحد 20:09

MP3•منزل الحلقة

A thoughtful, intentional onboarding process not only helps clients feel confident and excited about their coaching with you, it also lays the foundation for renewals and referrals. How can you design a simple, yet impactful onboarding sequence that ensures your coaching business thrives, with clients who stay and continue to spread the word?

Tune in this week to learn a simple, powerful onboarding system that will save you time, help you impress new clients and reassure them they made a great decision to coach with you. Plus, I’m pulling back the curtain on my own client onboarding process, and, you’ll walk away with a practical checklist you can implement now in your coaching business.

What You'll Discover:

Common mistakes coaches make when they haven’t designed their onboarding process ahead of time.

The mindset you need to foster genuine connection during the onboarding experience.

My simple yet effective onboarding sequence that will help you impress and reassure clients they made a great decision to coach with you.

3 key strategies to kickstart a seamless and impactful onboarding process with your new clients.

The 8 essential components of my own client onboarding sequence.

A handy checklist to guide you in creating your own standout onboarding process.

~~~

For full show notes, transcript, and to join me for The Coaching Edge FREE workshop, click here: www.themoneycoachschoolpodcast.com/70

77 حلقات

#Entrepreneur #Business #Kendall SummerHawk #Driven #Make #Soul #Entrepreneurship #Female #Money #More #Purpose #Women #Podcasting Education #Coaching #Alignment #Becoming

The Money Coach School Podcast

Ep #70: How to Perfect Your Client Onboarding Process

The Money Coach School Podcast

published منذ عام واحد

MP3•منزل الحلقة

What You'll Discover:

Common mistakes coaches make when they haven’t designed their onboarding process ahead of time.

The mindset you need to foster genuine connection during the onboarding experience.

My simple yet effective onboarding sequence that will help you impress and reassure clients they made a great decision to coach with you.

3 key strategies to kickstart a seamless and impactful onboarding process with your new clients.

The 8 essential components of my own client onboarding sequence.

A handy checklist to guide you in creating your own standout onboarding process.

~~~

For full show notes, transcript, and to join me for The Coaching Edge FREE workshop, click here: www.themoneycoachschoolpodcast.com/70

77 حلقات

#Entrepreneur #Business #Kendall SummerHawk #Driven #Make #Soul #Entrepreneurship #Female #Money #More #Purpose #Women #Podcasting Education #Coaching #Alignment #Becoming

كل الحلقات

The Money Coach School Podcast

1
Ep #76: How To Handle a Cash Windfall (Part 2) 15:03

منذ 3 أيام15:03

15:03

Last week in part one , we talked about the biggest, most common money success block that keeps women from fully owning their financial wins. Today, I dive into two more money success blocks that might be holding you back—plus give you three empowering strategies to help you handle your cash windfall with confidence and ease. If you’re ready to normalize having more money, expand your financial confidence, and make powerful money decisions, this episode is for you. You don’t have to second-guess your success. You don’t have to feel guilty for making more money. You get to step into wealth with confidence, keep growing, and make smart financial choices that set you up for even bigger wins. What You'll Discover: How rewiring your thoughts allows you to fully own your financial success. Why I recommend letting your cash windfall sit in your bank account for a week before you do anything with it. The smartest way to set money aside for taxes after a cash windfall. Why creating a cash buffer should be your #1 priority, even before paying down debt. How to protect your energy by only sharing your financial wins with the right people. ~~~ For full show notes, transcript, and to enroll for Secret Energy of Money®, click here: www.themoneycoachschoolpodcast.com/76…

The Money Coach School Podcast

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Ep #75: How To Handle a Cash Windfall by Clearing This Money Success Block (Part 1) 14:10

منذ 10 أيام14:10

14:10

Every comfort level has a specific dollar amount attached to it. When you rapidly exceed that level, like getting a cash windfall in your business, emotions are bound to come up… especially if you categorize that sudden cash boost to just being a fluke. So, what can you do to approach a cash windfall – even a small one - like wealth is your new normal? In this episode, I share key insights and strategies to help you process the emotions that can come up when experiencing a cash windfall. The goal is to normalize a sudden influx of cash so that you can grow forward, instead of sliding backward. In part one, you’ll learn how to overcome the part of your brain that wants to discount your money successes. I cover the key money mindset block that sidelines you when you have a money win, and you’ll discover the most powerful strategy for handling a cash windfall like the empowered premium-earning coach you are becoming. What You'll Discover: Why every comfort level has a dollar amount attached to it. The simple but empowering cycle of growth that will normalize you becoming a premium-earning coach. Why it's time to boss up if you're serious about being a high earner. How to overcome the mindset of believing a money win was a fluke or just luck. The number one most powerful money handling strategy for a cash windfall. ~~~ For full show notes, transcript, and to join the free OVERFLOW workshop, click here: www.themoneycoachschoolpodcast.com/75…

The Money Coach School Podcast

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Ep #74: It's Time: Develop Your Million-Dollar Self-Concept 22:12

منذ 17 يومًا22:12

22:12

If you're still operating your business from an old self-concept that does not align with the money that you want to be making, then now is the time for an identity upgrade. Regardless of the amount you’re currently making, if you want to take your coaching business revenue to the next level, you need a million-dollar self-concept as a coach. Wherever you are right now in your coaching business, wanting to earn, save, and have more money requires you to start stretching your self-concept, envisioning what's really possible, and showing yourself what you’re truly capable of. Tune in today as I share a powerful four-step process for creating a million-dollar self-concept in the shortest time possible. With this simple yet transformative framework, you can step into being the coach who earns a million dollars a year, starting as early as right now. What You'll Discover: Why totally transforming your self-concept can happen quickly. How to clearly see limiting beliefs and start stretching your idea of what's possible for your coaching income. The empowering changes that occur when you start noticing your thoughts without judgment. How to create empowering bridge thoughts that lead to an abundant end thought. Where to look to show yourself valuable evidence of your progress. How to lay the foundation of becoming a million-dollar-a-year coach by leaning into a new self-concept. ~~~ For full show notes, transcript, and to join the free OVERFLOW workshop, click here: www.themoneycoachschoolpodcast.com/74…

The Money Coach School Podcast

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Ep #73: How to Make Peace with Inconsistent Income 14:27

منذ 24 يومًا14:27

14:27

If you’ve been told the goal for your coaching business should be consistent income, I'm here to tell you that's a myth. Inconsistent income is a fact of life and something we business owners experience on the daily… but that doesn’t mean you have to give in and sacrifice creating financial security. In this episode, I share four key insights that will empower you to make peace with inconsistent income and how to shift your focus to creating overflow instead. By understanding the nature of entrepreneurial income and learning how to work with it effectively, you can calm your nervous system, experience greater financial peace, and give yourself permission to be the woman who makes, keeps, and saves increasing amounts of money. Join me to discover the truth about inconsistent income and explore practical, powerful strategies for creating abundant overflow. This is all about managing your finances while supporting your success and well-being as a coach entrepreneur, and it starts right here. What You'll Discover: Why inconsistent income is a fact of life for business owners and how to embrace it instead of fearing it. Four insights to shift your focus from chasing the myth of consistent income to instead creating overflow. The key to riding the ups and downs of inconsistent income with greater security. Why saving money and creating overflow is always possible, no matter your income level or where you’re starting from. How to calm your nervous system and experience money peace as a business owner. ~~~ For full show notes, transcript, and to get on the early notice list for Secret Energy of Money® Mastermind, click here: www.themoneycoachschoolpodcast.com/73…

The Money Coach School Podcast

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Ep #72: 3 Money Cycles to Master to Create Financial Power as a Coach 16:40

منذ 4 weeks16:40

16:40

Did you know that money is cyclical, and that recognizing which money cycle you’re currently in is the secret to mastering your dynamic with money? If you want to shift out of that belief space where money is black or white --something you have or don’t have -- instead of being at choice and in full control of your money, this episode is for you. There are three money cycles that you need to be aware of. When you know what cycle you’re in, you can start taking empowered action to earn more, save more, and step into your genuine money power as a coach. Tune in this week to start leveraging the power of money cycles in your coaching business. This week, I detail four valuable lessons to help you leverage money cycles, plus I give you four powerful steps that you can take right now to start making abundant progress when it feels like one of your money cycles isn’t in full flow. What You'll Discover: The 3 key money cycles and how they impact your financial reality. Why money loves to flow and how stagnation leads to unnecessary scarcity and money drama. How to recognize the high points and low points of each money cycle. 4 key teachings about money cycles that give you sovereignty over your finances. A simple exercise to gain powerful awareness of where you are in each money cycle. How to make new, empowering choices and set goals to shift your money cycles. Why consistency is your currency when it comes to creating financial success. ~~~ For full show notes, transcript, and to get on the early notice list for Secret Energy of Money® Mastermind, click here: www.themoneycoachschoolpodcast.com/72…

The Money Coach School Podcast

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Ep #71: Why Inner Money Work Starts with Action, Not Healing 12:58

منذ 5 weeks12:58

12:58

If you think you need to heal your inner relationship with money before you can create incredible revenue results in your business, this episode is for you. Instead of focusing only on healing, you have a powerful opportunity here to accelerate your ability to make and keep more money, while doing the deep work of shifting your relationship with money in the process. Yes, you get to experience both at the same time! By following the simple sequence I share in today’s episode, you can experience increased income, powerful mindset shifts and healing around money. Tune in this week to realign your thinking about inner money work and practical outer actions, which is the secret to making more money while you're also experiencing those all-important transformative internal shifts. I share why money work is 80% emotions and 20% actions, and you’ll learn how to leverage this powerful knowledge to move your business forward while making, saving, and having more money. What You'll Discover: Why money work is 80% emotions and only 20% actions. How leading with simple money actions activates limiting thoughts and beliefs so they can be coached on and released. The importance of using your top three money values as a filter for replacing limiting money mindsets with empowering alternatives. Why focusing solely on healing as the goal can keep you stuck without seeing results. How tying inner money work to outer actions accelerates transformation and leads to tangible, bankable shifts. The power of money challenges and goals to create breakthroughs in your business and relationship with money. Why positive thinking alone is not enough to reprogram deep-seated money beliefs and emotions. ~~~ For full show notes, transcript, and to get on the waitlist for Secret Energy of Money® Mastermind, click here: www.themoneycoachschoolpodcast.com/71…

The Money Coach School Podcast

1
Ep #70: How to Perfect Your Client Onboarding Process 20:09

منذ 6 weeks20:09

20:09

Onboarding new coaching clients can make all the difference in your success as a coach. Effective onboarding is far more than a nice-to-have—it’s a powerful tool for building lasting client relationships from the very start. A thoughtful, intentional onboarding process not only helps clients feel confident and excited about their coaching with you, it also lays the foundation for renewals and referrals. How can you design a simple, yet impactful onboarding sequence that ensures your coaching business thrives, with clients who stay and continue to spread the word? Tune in this week to learn a simple, powerful onboarding system that will save you time, help you impress new clients and reassure them they made a great decision to coach with you. Plus, I’m pulling back the curtain on my own client onboarding process, and, you’ll walk away with a practical checklist you can implement now in your coaching business. What You'll Discover: Common mistakes coaches make when they haven’t designed their onboarding process ahead of time. The mindset you need to foster genuine connection during the onboarding experience. My simple yet effective onboarding sequence that will help you impress and reassure clients they made a great decision to coach with you. 3 key strategies to kickstart a seamless and impactful onboarding process with your new clients. The 8 essential components of my own client onboarding sequence. A handy checklist to guide you in creating your own standout onboarding process. ~~~ For full show notes, transcript, and to join me for The Coaching Edge FREE workshop, click here: www.themoneycoachschoolpodcast.com/70…

The Money Coach School Podcast

1
Ep #69: 6 Ways to Avoid Leaving Coaching Money on the Table 13:43

منذ 7 weeks13:43

13:43

Are you inadvertently leaving money on the table in your coaching business? In this episode, I dish out powerful tough love, revealing critical ways you might be leaving money on the table. From not preparing clients for renewals to undercharging for your services, these missteps are super common. But by bringing awareness to them and taking the steps to prevent them, you can gain thousands of dollars in revenue and contribute tremendously to your clients' success. With a few simple shifts to your habits and mindset, you can stop leaving money on the table and start integrating your desire to make a difference with your desire to make a great living as a coach. Tune in to discover how to give yourself permission to step into your next level of success, no matter where you're starting from today. What You'll Discover: The 6 most common ways coaches leave money on the table and how much it could be costing you. 6 powerful solutions to increase both your revenue and the massive success your clients are able to experience. How to prepare clients for renewing from the very beginning and make renewal offers that serve them. Why offering a VIP or upgrade option can help your clients get better results while increasing your revenue. The power of reconnecting with past clients and prospects to add impact and income to your business. How to develop the habit of regularly evaluating and raising your coaching fees. ~~~ For full show notes, transcript, and to enroll in my Money Breakthrough Business Coach Certified Coach Training, click here: www.themoneycoachschoolpodcast.com/69…

The Money Coach School Podcast

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Ep #68: 6 Simple Tricks to Clear Expense Clutter and Make More Money as a Coach 21:20

منذ 8 weeks21:20

21:20

You’ve heard the concept that you have to let go to grow. But did you know that when you apply this to your expenses, you free up cashflow, increase your profits, and set the stage for tapping into creative new growth? In this episode, I reveal six simple tricks for clearing expense clutter so that you can take back your financial power. I share real-life examples from my own business, how to identify ‘wishful thinking’ expenses, how to tie every expense directly to making money, and how to give yourself permission to make new decisions that support your growth. Plus, I even give you a bonus trick for letting go of guilt around past spending decisions. Grab your earbuds and get ready to simplify your business, boost your cash flow, and step into your power as the CEO of your coaching business! What You'll Discover: How clearing expense clutter can free up cash flow, increase profits, and spark creative growth in your coaching business. 6 simple tricks for identifying and eliminating hidden expenses that no longer serve you. Why looking at expenses over a 12-month period gives you an the most impactful perspective possible. How to spot where you justify, defend, or minimize expenses and what it reveals about your relationship with money. The importance of tying every expense directly to making money in your business. How to give yourself permission to let go of expenses you no longer feel good about. The energetic and emotional benefits of clearing money clutter, beyond just saving money. ~~~ For full show notes, transcript, and to take the Sacred Money Archetypes® Quiz, click here: www.themoneycoachschoolpodcast.com/68…

The Money Coach School Podcast

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Ep #67: Let’s Break the Rules: Join the Short, High-Impact Coaching Session Movement 15:09

منذ 9 weeks15:09

15:09

Are you still offering one-hour coaching sessions? You may have been told that one-hour coaching sessions are the way to go. However, delivering sessions that 60 minutes or even longer, actually presents a whole host of challenges that you just don’t need. If what you want is to provide impactful coaching, attract high-quality clients, and make a lot of money, it's time to challenge the traditional notion that longer coaching sessions equal better results, because they don’t! As a seasoned coach with over 23 years of experience, I've discovered that 30-minute sessions are the sweet spot for delivering high-impact, transformative coaching. Not only that, but by focusing on mastery and developing key skills, you can create a thriving coaching business that supports your time freedom, financial goals, and soul-level purpose. Join me as I share five compelling reasons why longer sessions may be sabotaging your success and reveal the three essential skills you need to confidently lead powerful 30-minute sessions. This will revolutionize your coaching approach and help you experience the joy of deeply connected, result-driven coaching that keeps high-quality clients coming back for more. What You'll Discover: Why 30-minute coaching sessions are the gold standard for delivering high-impact, transformative results. How longer sessions can lead to overcoaching, client disengagement, and self-doubt as a coach. 5 ways long coaching sessions may be hindering your ability to attract and retain high-quality clients. Why focusing on mastery and excellence in your coaching is crucial for building a thriving, fulfilling business. How to create a repeatable session framework that ensures clients experience breakthroughs and results in every session. The secret to keeping clients deeply connected to the value of your coaching and eager to continue working with you. How to develop the 3 core skills needed to master the art of powerful, concise coaching sessions. ~~~ For full show notes, transcript, and the strategy to delivering high-impact coaching sessions in just 30 minutes, click here: www.themoneycoachschoolpodcast.com/67…

The Money Coach School Podcast

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Ep #66: Start 2025 Powerfully by Choosing Your Money Word of the Year 19:33

منذ 10 weeks19:33

19:33

Do you ever feel yourself getting caught up in all the goals and possibilities swirling in your head as a creative, ambitious coach? I know I do! It's so easy to get swept up in the excitement of planning for a new year without making the meaningful progress you want. That's why I'm thrilled to reshare my powerful yet simple tool for channeling all those ideas and dreams into focused, purposeful action: the Money Word of the Year. This is not just a fun New Year's game - it's a transformative practice that has completely changed the way I approach my business and my life. In this encore episode, I walk you through exactly what the Money Word of the Year is and reveal five secrets for using this tool to create clarity, confidence, and massive results in your coaching business. Plus, I have an amazing free resource for you - a part-guide, part-checklist, part-journal to help you discover and maximize your own Money Word of the Year. Trust me, you won't want to miss this! What You'll Discover: How choosing a Money Word of the Year can give you laser-focused clarity and direction in your coaching business. Why your Money Word of the Year doesn't have to explicitly relate to finances to have a profound impact on your income and success. The reason letting your word choose you, rather than trying to force it, is essential for tapping into your intuition and highest self. How to use your Money Word of the Year to release limiting beliefs, habits and distractions that are holding you back. How to apply your Money Word of the Year specifically to income generation in your business, no matter what the word is. Why your Money Word of the Year is a catalyst for making new, aligned decisions and taking purposeful action to become the coach and CEO you're meant to be. ~~~ For full show notes, transcript, and a checklist to help you decide your Money Word of the Year, click here: www.themoneycoachschoolpodcast.com/66…

The Money Coach School Podcast

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Ep #65: The Money Feminist's Guide to Claiming Your Right to Make, Have, and Hold Money 13:26

منذ 11 weeks13:26

13:26

Has anyone ever told you that money is masculine? This is a false paradigm that keeps too many women coaches from fully embracing their financial power. As a money feminist, I'm here to shatter this belief, show you why money is inherently feminine, and share how understanding this will bring new levels to your financial empowerment. Money crosses the gender divide, and the sooner you recognize its feminine aspects, the more aligned you'll feel with making, keeping, and holding money. It's time to claim your right to make, have, and hold money as the amazing, empowered woman you are. Get ready to shift your perspective on money and empower yourself and your coaching clients to embrace your feminine financial strength. You'll discover why money is about receiving, emotion, self-growth, and contribution - all undeniably feminine qualities. What You'll Discover: Why the knowledge that money is feminine is the first step towards women’s financial empowerment. How understanding that money is feminine is the secret to fully believing in your authority with money. The feminine origins of the word "money" and why it's not inherently masculine. Why being confident, focused, strong, and clear with money is feminine, not masculine. How money embodies receiving, emotion, self-growth, and contribution - all feminine qualities. ~~~ For full show notes, transcript, and to take the Sacred Money Archetypes® quiz, click here: www.themoneycoachschoolpodcast.com/65…

The Money Coach School Podcast

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Ep #64: Innovate Your Goals With This One Key Money Tool 15:43

منذ 12 weeks15:43

15:43

Did you know you can use your Money Word of the Year to support you in choosing goals that move you powerfully forward? In this episode, I share a unique approach for choosing clear, impactful goals that act as your catalyst for making important shifts forward in your coaching business. Getting clear is the hallmark of achieving success, so listen in today to get clarity on your most important goals for next year. You don’t need to make exhaustive lists, feel pressured or overwhelmed with choosing your goals when you use the strategy in this episode. And if you’re listening to this episode mid-year, then refreshing and developing new goals that stretch and challenge you is going to expand what you’re capable of, the income you create, and the impact you make in the world. Tune in for a unique approach to choosing your goals for the year. I share an exercise to help you gain clarity and choose your most important goals for the year ahead, and you’ll learn how to use your Money Word of the Year to set innovative goals that move your business forward in the best direction. What You'll Discover: How to use your Money Word of the Year as a catalyst for choosing your goals. 6 key areas of your business to apply your Money Word of the Year for maximum impact. Why a top-down approach to goal creation provides the direction and clarity you need The impact that my Money Word of the Year has had on my goals in the past 12 months. How to apply your Money Word of the Year to spark significant positive changes in your business. ~~~ For full show notes, transcript, and a checklist to help you decide your Money Word of the Year, click here: www.themoneycoachschoolpodcast.com/64…

The Money Coach School Podcast

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Ep #63: Choose Your Money Word of the Year: 5 Secrets to Gain Clarity and Focus for 2025 19:25

منذ 13 weeks19:25

19:25

Imagine if there was a simple tool that could help you make aligned, soul-sourced choices in your coaching business. Well, imagine no more because I have exactly what you need. Enter your Money Word of the Year: a powerful driver for clarity, focus, and income growth for 2025. Your money word of the year will be one of the most impactful catalysts for growth in your coaching business, helping you create clarity around your ideas and desires, make decisions more easily, and prioritize with peace and calm. Tune in this week to discover what your Money Word of the Year is, what it isn't, and how to choose your Money Word of the Year. You’ll learn five secrets for using your Money Word of the Year to make more money in your coaching business in 2025 and set the foundations for success way beyond the next 12 months. What You'll Discover: What a Money Word of the Year is (and isn't) and how it differs from a typical word of the year. How to choose your Money Word of the Year and let it guide your aligned, intentional business decisions. Why having more than one Money Word of the Year risks splitting your focus and intention. The importance of committing to your Money Word of the Year for the full 12 months. 5 ways to apply your Money Word of the Year to income creation in your coaching business. ~~~ For full show notes, transcript, and a checklist to help you decide your Money Word of the Year, click here: www.themoneycoachschoolpodcast.com/63…

The Money Coach School Podcast

1
Ep #62: How to Close Out 2024 Strong: Goal Setting Edition 17:44

منذ 14 weeks17:44

17:44

We’re coming to the end of the year which means it is … goal-setting season. But instead of setting new goals right now for your coaching business, I want you to lay the foundation for starting 2025 with a clean slate. This means closing out past goals that either haven’t crossed the finish line, or didn’t work out quite as you expected. Leaving goals on the table could have you feeling discouraged, but if you follow the process I share today, you'll soon be creating exciting new goals that light up your coaching business. In this episode, you’ll learn how to close out those goals in just two simple steps, giving you the feeling of completion that we all crave heading into a new year. Tune in this week to discover two simple but powerful steps to close out your goals for 2024 so you can start next year with a beautiful clean slate. I also share four coaching questions that will help you get started on 2025’s goal setting with clarity and peace of mind. What You'll Discover: Why closing out past goals is essential for empowering yourself to achieve new ones. How to release the emotions that often come with unmet goals. My 2-step process for preparing to set powerful goals for 2025. Examples of why aiming for ‘better’ is better than stressing about perfection. 3 simple questions to help you hold your goals closely as you move through goal-setting season. How to hold a goal throughout the year and expand what you believe is possible. ~~~ For full show notes, transcript, and the strategy for delivering high-impact coaching sessions in just 30 minutes, click here: www.themoneycoachschoolpodcast.com/62…

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