In this episode, Pete dives into a common situation that financial coaches might face: A client asks for a non-disclosure agreement or wants assurance that their unique financial tools and spreadsheets won’t be copied or reused. Pete breaks down why this request isn’t unusual and, in fact, is pretty standard business practice. He shares real-world examples of clients who built intricate financial models and wanted to protect their creations, explaining why honoring these requests is crucial for building trust and maintaining professionalism. Whether it’s a spreadsheet, software, or any other intellectual property, Pete explains why respecting these boundaries is a smart move and how to handle it without hesitation. This is a must-listen for coaches who want to navigate these requests confidently and effectively.

▶ Get HOW TO MARKET YOUR FINANCIAL COACHING BUSINESS Book Here: https://geni.us/BervU ▶ HOW TO MARKET FINANCIAL COACHING COURSE: https://geni.us/hpUWZe▶ Get Amazon Money Stories Book here: https://geni.us/7SF6rDf ▶ How I Make A Six-Figure Income On YouTube Book: https://geni.us/UZ2bnyd▶ How To Get Out Of Debt Fast Book: https://geni.us/HeWdQi1----------FOLLOW MY OTHER SOCIAL MEDIA PLATFORMS:▶ Facebook: / financialcoachesgroup ▶ Podcast: https://geni.us/aAYgyF▶ Instagram: / expedition.money ▶ Twitter: / expeditionmoney ▶ LinkedIn: / expeditionmoney