Think Tank: Getting Paying Clients

Whether you’re a financial coach, counselor, or planner, finding and keeping paying clients is the key to building a business that’s both profitable and purposeful. But how do you market your services without feeling pushy or inauthentic?

In this Think Tank, we’ll explore real strategies for attracting clients who value what you do, without the stress or the salesy vibe. We’ll talk about marketing that feels natural, messaging that connects, and ways to build trust that lead to long-term relationships (and referrals!).

This is a space for open sharing, idea swapping, and fresh perspectives—so bring your wins, your worries, and your willingness to grow.

Limited to 6 Power Pass holders. Sign-up required.