In this episode, financial coach Peter interviews Kate Grayson to uncover the key to long-term client relationships in financial coaching. Kate shares how her clients’ journeys often extend beyond the initial few months, with many choosing ongoing support for up to two years. Learn how she structures her coaching packages, handles retainer billing, and balances accountability and flexibility to maintain client engagement.

If you're a financial coach or service-based entrepreneur looking to boost client retention and lifetime value, this episode is packed with actionable insights on creating lasting partnerships that benefit both you and your clients.

Tune in to learn the secrets of building a sustainable, long-term coaching business!

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