79. How Financial Coaches Can Talk About Investing Without Crossing the Line

The Financial Coach Academy® Podcast

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12M ago 38:24

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Investing conversations can be a minefield for financial coaches. Where's the line between education and advice? How much is too much to share? What responsibility do you have for offering advice (or leaving it alone altogether)?
This week, we’re tackling the hot topic of how financial coaches can talk about investing with clients—without crossing into advisor territory. We look at why these conversations matter and how you, as the financial coach, can actually complement the work of financial advisors.
You'll learn a framework for exploring retirement and investing with clients in a way that builds their confidence and clarity. We cover key areas like helping clients envision their ideal retirement, assessing their current investing knowledge, clarifying future goals, and understanding their options for getting started.
For coaches who've been hesitant to discuss investing, this episode offers a roadmap for having these important conversations without feeling like you’re stepping into unknown territory. You'll walk away with practical questions to ask and crucial points to cover with clients.
We also address the debate around whether coaches should discuss investing at all. Our take? Coaches play a valuable role in helping clients engage with this critical aspect of their financial lives.
Remember, as coaches we're not here to tell clients what to do about investing. Our job is to help them determine what they think and identify their next best step. This episode will show you how to do just that.
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