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How Do You (As A Money Coach Or Wealth Coach) Get Your Clients To Hit Their Retirement Goals?

January 3, 2010 by Jeffrey T. Sooey 2 Comments

As a money coach or wealth coach, how do you get your clients to hit their retirement goals?  Every money coach has experienced how hard it is to keep your personal wealth coaching client on track.  There are so many distractions and pressures on your clients in this economy.  Anxiety or stress may overwhelm your client.  They could lose focus due to the length of time it will take to reach their retirement.  We will consider how to coach your client to take small steps and control their focus.

As A Money Coach, Teach Your Client That “Inch By Inch, It’s A Cinch”

As a money coach, you know that goals and plans are great, but the only thing that produces results is action.  You must get your personal wealth coaching clients to take consistent action on a daily basis, even if they are baby steps.  Remember, “inch by inch, it’s a cinch”.  When your client takes action, they take advantage of the law of momentum.  The law of momentum states that a body in motion; tends to stay in motion.

Most people never achieve their financial goals because they never take the first step.  The journey of a thousand miles begins with just one step.

Personal Wealth Coaching Your Clients To Do Something Every Day

There is a bank right now that advertises a program they call “keep the change”.  It is based on the law of momentum.  It involves all their customers purchases be rounded up to the nearest dollar.  Then the difference between that and the actual cost of the item would be moved into the customer’s savings account.  You may or may or may not agree with that specific strategy.  The point is, you’re their money coach.  Your personal wealth coaching for your client should to practice patience.  Rome wasn’t built in a day, and neither is their retirement plan.  Remember, “Inch by inch, it’s a cinch.”

Kris Thompson

JTS Advisors Strategy Coach

Filed Under: Money Coach, Personal Wealth Coaching Tagged With: Money Coach, Wealth Coach

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