I've had this conversation more times than I can count. I'm in an assessment meeting, explaining what we do at Coach Connections™, and I say, "We're financial coaches. We don't sell any products—no insurance, no investments." And the person across from me nods and says, "Yeah, but what do you sell?"
We go back and forth like this three or four times because they've been burned so many times by people calling themselves "coaches" who then spin around and try to sell them insurance or investment products. It's frustrating for them, and honestly, it's frustrating for me too.
That's why I started using a different term: Financial Accountability Coach.
When I use that phrase, something shifts. The light bulb goes off. They stop asking if I sell investments or insurance. Instead, they say, "Oh, I need accountability for my money."
In this post, I'll break down:
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