Referring Clients to Another Professional: When, How, and Why it Actually Benefits Your Coaching Practice

NBHWC CEA-100066-1

Why do so many coaches hesitate when it comes to referring clients to another professional?

It’s easy to feel uncertain—worried about losing a client, looking unqualified, or simply not knowing when or how to do it. In this 90-minute interactive class, Wellspired Mentor Coach Sarah demystifies the referral process, reframing referrals as a professional superpower that strengthens your coaching practice rather than a sign of failure or inadequacy.

With real-world stories, group discussion, and practical tools, you’ll learn exactly when to refer a client, how to use clear and compassionate language, and why ethical referrals are an essential part of your role as a coach. You’ll also walk away with sample agreement language, confidence in defining your scope of practice, and strategies to build a trusted referral network to better support your clients.

This class is your invitation to see referrals not as a loss, but as an opportunity—to center your client’s needs, deepen your expertise, and foster collaborative, whole-person care. Join us, and walk away empowered to make referral conversations a natural, confidence-boosting part of your coaching business.

What you'll take away from this class:

1. Identify indicators that signal when referral to another professional is appropriate in health and wellness coaching.

2. Apply clear and compassionate language when initiating referral conversations with clients.

3. Integrate referral-related language and ethical boundaries into coaching agreements and documentation.

4. Construct a personalized and diverse referral network to support client needs in your coaching practice.

About the Facilitator

Sarah Cameron, NBC-HWC - Founder of Ignite Change Co., Wellspired Co. Mentor Coach

From mentoring social workers in motivational interviewing to launching her own business, Igniting Change Company, Sarah Cameron has dedicated her career to the intersection of MI and Positive Psychology. As a nationally certified tobacco treatment specialist and an inspirational health coach, Sarah blends research with real-world application.

Her personal coaching experience spans working with dementia patients, cardiac rehab, and caregiver communication—all while balancing her own thriving practice. Sarah’s passion is infectious, and her insights will empower you to elevate your coaching practice beyond expectations.

What's Included:

• (1) 90-Minute On-Demand Recording of the Skills Clinic

• Certificate of Completion & 1 CEU (NBHWC) after completing & receiving a passing score for the class quiz.

• BONUS - Sample Referral Language Script to Make Your Own

• BONUS - Lifetime Access to All Class Materials & Resources

How to Access This Training:

Once you complete the checkout process, you will receive an email to your inbox within a few minutes with instructions on how to access your training. All our trainings are located inside Wellspired's Student Learning Portal. If it is your first time purchasing a course or training from us, you will receive instructions on how to log into the Learning Portal and set your password.

How to Get Your CEUs (Approved for 1 CEU through NBHWC):

Once you watch the recorded video, complete the quiz located in Wellspired Student Learning Portal. Upon passing the quiz, a certificate of completion will be emailed to you within 15 minutes.