When a Prospect Says, “I’m Not Looking to Invest in Coaching”| EP 245
Sometimes a prospect tells you right away that they are not looking to invest in coaching.
That can be a hard moment to navigate, especially when you know the purpose of a consultation is to understand where they are, serve them well, and see whether coaching might be a good fit. It can be tempting to pull back, protect your time, or assume the conversation is not going anywhere.
In this episode, Cody and Maria talk through a real consultation where that exact thing happened. The prospect said early in the call that he was not looking to invest in anything and only wanted to learn. Cody shares how he responded without pressure, how he continued serving the person in front of him, and how the conversation eventually shifted.
The episode also looks at why listening well, speaking the prospect’s language, and helping them see what is really going on can create trust without making the conversation feel salesy.
If you have ever had a prospect say they are not ready to invest, this episode will help you think through that moment with more patience, confidence, and clarity.
🎧 Resources & Links Mentioned in This Episode
If this conversation has you thinking about how you handle consultations and client conversations, here are a few ways we can support you.
Start with THE Financial Coaches Network, our private space for coaches to connect, ask questions, and keep growing alongside others who understand the work.
If you’re looking for a clearer path to build your coaching practice, take a look at Getting Started as a Financial Coach.
You can also join our free Facebook group, THE Financial Coaches Community, to connect with other coaches, ask questions, and be part of the conversation.
If you’d like to talk through where you are or what your next step might be, you can schedule a call with us here.
Have a question for the podcast? Email us at [email protected].
Music by Summer School.
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