7 Reasons to Refer to A Financial Coach

Post date: July 28, 2023 8:15 AM

Seven Reasons Why a Real Estate Professional Should Refer Clients

Here are 7 compelling reasons why a real estate professional should consider referring their clients to a financial coach:

Remember, when referring clients to a financial coach, it's essential to collaborate with a reputable and qualified professional who specializes in personal finance and can offer tailored advice to meet each client's unique needs and goals.

After watching his Netflix series, I read I Will Teach You to B Rich by Ramit Sethi and learned that I already implemented his automation techniques in my money management. Personal finance works best when it's automated and boring. Setting up automation may not be enough. You might need coaching to stay on track or to get out of a bad financial situation. Contact me to set up a free coaching evaluation. How can I help you?

Coach Jeff Wagner has been a licensed mortgage loan originator, a personal banker, and a certified tax preparer. Call or text Jeff at 805-874-2829.

His opinions are not to be taken as health, financial, or investment advice but as motivation to start or continue your path toward success.