Help Clients Break the Holiday Spending Cycle | EP268
The holidays can leave clients feeling frustrated about their spending, even when they thought they had a plan. Some are dealing with credit card balances, others are adjusting to higher expenses, and some are simply wondering why they keep making the same financial decisions year after year.
In this Financial Coaches Classic, Maria Casillas and Cody Sizemore revisit a conversation originally released as EP121, Holiday Hangovers. They explore how financial coaches can help clients understand what happened without adding to the guilt or shame they may already be experiencing.
The conversation goes beyond getting a budget back on track. Maria and Cody discuss asking open-ended questions, recognizing spending triggers, reconnecting clients with their reasons for making changes, and focusing on small habits that lead to lasting progress.
Whether your clients are preparing for the holidays or recovering from them, this conversation offers a useful reminder that helping someone change their financial behavior begins with understanding what's driving it.
Resources
🤝 THE Financial Coaches Network — Connect with other financial coaches, exchange ideas, and grow together.
📚 Getting Started as a Financial Coach — Learn how to get started or grow your coaching practice.
👥 THE Financial Coaches Community — Join our free Facebook community.
Music by Summer School.
@newmoneyhabits / @sizemorefinancialcoaching
