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Jorshua Stewart

Jorshua Stewart

Client Success Manager at Lean In. MAKE BANK., a coaching program for therapists, featured as a guest on The Money Sessions podcast.

Sep 28, 2026

21:16
So as the student success manager, what are some of the things we have in place that keep track of our students, help them move forward, catch them when they fall, talk a little bit about those like systems.
21:27
Yes.
21:28
Okay.
21:28
The systems.
21:29
So exciting.
21:30
So we have the data tracker, which involves keeping a track of basically our students' seven-day cycle and their numbers and what they did that week, what worked, what didn't that week, and then taking that information to refine and set themselves up for success in the upcoming week.
21:52
So that's something that really excites me and is really useful not only for our students and keeping track of their numbers, but also it allows us to get insight into what's happening in their world on a week to week basis.

14 MINS LATER

36:12
What are you excited about coming up? Like, as you think about our students, the students who are working with the students who are our future students, kind of as we look out at the rest of this year and into 2027, what are some things that excite you?

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