Cancellation Policies & Following Through
At some point, almost every financial coach will face this conversation.
A client reaches out and says they want to end the coaching relationship before the agreement is complete. Maybe life became overwhelming. Maybe they aren't seeing the progress they expected. Maybe they're questioning whether coaching is still the right fit.
How do you respond?
In this episode, Cody and Maria discuss one of the more uncomfortable—but important—parts of running a coaching business: handling early cancellations with professionalism, empathy, and clear expectations. They explore why having a cancellation policy isn't about trapping clients—it's about creating clarity for both the coach and the client from the very beginning.
If you've ever wondered how to navigate these conversations while protecting your business and serving your clients well, this episode offers practical guidance and a healthy perspective.
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Music Credits
This episode features music by Summer School.
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