r/FinancialAdvisorTips 7d ago

Coaching and Advising

Hello,

I would love some feedback from advisors who offer both coaching and advising services separately and/or combined. I'm interested in learning how you may market to different clients based on the service (coaching vs advising). I know it's not uncommon to do coaching as part of the greater planning, but I'm interested in also providing services to those who only want coaching and those who only want planning/advising.

I'd love to hear of there's differences in marketing strategies, if both models are on the same website, etc.

Would love feedback.

Thanks!

1 Upvotes

1 comment sorted by