What Works | Small Business Podcast With Tara Mcmullin

EP 141: Making Clients Comfortable With Uncomfortable Subjects With Financial Behaviorist Jacquette Timmons

Informações:

Synopsis

The Nitty Gritty * How Jacquette uses different themes every month to inform the activities and questions she poses during her monthly dinner series, The Comfort Circle™ * Why Jacquette increased the event pricing from $75 to $150 per person and what went into the decision to host the dinner in the same restaurant month after month * How the dinner series works into her larger business model — and why she’ll be offering self-hosted dinners as well as firm-hosted ones * What’s the future of The Comfort Circle™? Jacquette says that it might include retreats Financial behaviorist Jacquette Timmons helps people talk about uncomfortable things. One of the ways she does that is through The Comfort Circle™, an intimate gathering where she walks her guests through curated topics about money and life over a three-course meal. In this episode of What Works, Jacquette shares her perspective on discomfort and why it’s crucial to success, how she uses different topics to curate The Comfort Circle™ experience, and where