How to Turn Genuine Conversations Into Coaching Consultations | EP265

You know that getting someone on the phone can be an important step toward bringing on a new coaching client. But what happens before that call? How do you start a conversation with someone who might need your help without making them feel like you're trying to sell them something?

Maria and Cody explore the conversations that happen before a consultation is ever scheduled. Cody shares how he approaches people who have engaged with his social media content, why he focuses on building a relationship first, and how he recognizes when it might be appropriate to invite someone onto a call.

He also walks through an actual message exchange that began with a comment on a Facebook post and eventually led to a coaching relationship. Maria asks questions about timing, boundaries, and what separates genuine outreach from the unsolicited sales messages we've all received.

For financial coaches who are trying to connect with potential clients, this Financial Coaches Classic offers a practical look at how curiosity, listening, and thoughtful follow-up can open the door to a conversation about working together.

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Music by Summer School.

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