Not Yet Isn’t No | EP 256

Sometimes a prospective client genuinely wants help but simply isn’t ready for coaching yet. Maybe the financial margin isn’t there. Maybe they’re still working through whether they’re ready to change. Either way, it can be easy to finish the consultation, say “let’s keep in touch,” and then move on to the next person. 

Cody shares the story of someone he stayed connected with for nearly ten months before the timing was right for coaching. The relationship didn’t begin with repeated sales pitches. It looked more like occasional check-ins, helping him think through immediate next steps, and continuing to be available while his circumstances changed. Eventually he became a client, continued beyond his initial coaching term, and referred other people to Cody as well.   

But the more important part of the conversation isn’t the eventual revenue. Maria and Cody talk about what it means to keep the focus on the person rather than immediately moving into a “who’s next?” mindset. Sometimes someone saying no doesn’t mean the relationship has reached its end. It simply means the answer is not right now.

Playing the long game requires patience, good follow-through, and a willingness to keep serving people even when you don’t know what will eventually come from the relationship.

🎧 Resources & Links Mentioned in This Episode

If this conversation has you thinking about the relationships you may have given up on too quickly, here are a few ways we can support you.

Start with THE Financial Coaches Network, our 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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