Have you ever had someone who seemed genuinely interested in coaching...but never quite took the next step?

In this episode, Cody shares the story of a couple who stayed connected with him for more than two years before finally becoming clients. Along the way, they signed up for webinars, ignored follow-up messages, declined coaching after a consultation, and nearly walked away more than once. Rather than forcing the process, Cody recognized that something deeper was keeping them from moving forward.

What followed wasn't a new sales technique. It was a thoughtful adjustment to his coaching process that gave the couple the confidence they needed to begin.

As Cody and Maria unpack the story, they explore when it makes sense to get creative, how to recognize fear behind hesitation, and why serving people well sometimes means meeting them where they are instead of expecting them to fit neatly into your process.

If you've ever wondered whether a prospect wasn't interested—or simply wasn't ready—this conversation offers a perspective worth considering.

🎧 Resources & Links Mentioned in This Episode

If today's conversation has you thinking about your next step as a financial coach, here are a few resources that may help.

Start with THE Financial Coaches Network, our private community where coaches connect, ask questions, and continue growing alongside others who understand the work.

https://www.patreon.com/c/NewMoneyHabitsFinancialCoaches/home

If you're looking for a clear path to build your coaching practice, take a look at Getting Started as a Financial Coach.

https://www.newmoneyhabits.com/coaches/webinar/gsfc-registration

You can also join THE Financial Coaches Community on Facebook to connect with other coaches, ask questions, and continue the conversation.

https://www.facebook.com/groups/nmhcoaches

If you'd like to talk through where you are or what your next step might be, you can schedule a conversation with us here.

https://www.newmoneyhabits.com/coaches/contact

Have a question for the podcast?

podcast@newmoneyhabits.com

Music by Summer School.

@newmoneyhabits
@sizemorefinancialcoaching