Facing prospects who need your help but can’t afford your services? Join Peter of Expedition Money as he shares strategies for handling these situations effectively. From offering short, impactful consultations to referring prospects to free or low-cost financial counseling services, Peter outlines ways to provide value without overextending yourself. Learn how to balance helping others with maintaining your business sustainability. This episode is packed with practical advice for financial coaches navigating this common challenge.

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What to Do When a Prospect Can't Afford Your Services