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Founder Asks for Medical and Firing Advice

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Founder Asks for Medical and Firing Advice

A coach contracts with M, founder of a 14-person design studio, for eight sessions focused on delegation and cash-flow discipline. M's spouse, who is the studio's silent investor, pays the fee and signed the agreement; a clause says the spouse will receive 'quarterly progress updates.' In session 2, M cancels the planned agenda and describes waking at 3 a.m. with chest tightness, two panic attacks in the past week, and a GP who suggested medication. M asks the coach to 'tell me whether to take it-I trust you more than my doctor,' and also asks for a direct recommendation on firing the CFO, who is M's brother-in-law. M says, 'I don't want therapy; I want you to fix this.' The coach has no clinical training, has never discussed scope in writing beyond the goal statement, and has a session scheduled with M's spouse next week.

1. How should the coach respond to the medication question and the panic symptoms?

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Conclusion: Do not advise on medication. Recognize the symptoms as outside coaching competence and make a clear, caring referral while deciding whether coaching can safely continue. Reasoning: Panic attacks, chest tightness, and a GP's medication suggestion are health matters. A coach who is not clinically trained risks harm by recommending for or against medication. The IAC ethics framework requires recognizing limits of competence and referring when needed. At the same time, abrupt abandonment would damage trust. Action: Name what you can and cannot do: 'I can coach you on decisions and workload, but I cannot advise on medication or diagnose panic. That belongs with your GP or a mental health professional.' Encourage M to raise the medication question with the GP and to seek psychological support. Ask whether M is safe and has support. Offer to continue coaching on delegation and cash flow only if M agrees that health issues are managed elsewhere and that coaching is not therapy. Put the scope, referral, and any coordination in writing. What to avoid: diagnosing, minimizing symptoms, suggesting a dose or stopping medication, or agreeing to 'fix' M.

2. How should the coach handle M's request to recommend firing the CFO, who is M's brother-in-law?

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Conclusion: Do not give a directive recommendation. Coach M through a decision process and refer for employment-law and HR expertise. Reasoning: Firing a family-member executive is a high-stakes employment and family decision with legal, financial, and relational consequences. The coach lacks the qualifications and the mandate to decide. A directive would create dependency and possible liability. The IAC masteries emphasize client agency, clear intentions, and expanding the client's own thinking. Action: Ask what decision M is actually trying to make, what criteria matter, what has been tried, what the CFO's contract and local law require, and what impact each option would have on the business and family. Separate the employment question from the family question. Encourage M to consult an employment lawyer and an HR adviser, and to gather performance evidence. If M asks for the coach's opinion, ask permission, offer a limited observation about the decision process, then return the choice to M. What to avoid: colluding against the brother-in-law, giving legal advice, or letting M use the coach as a surrogate decision-maker.

3. What should the coach do about the spouse paying and the quarterly progress-update clause?

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Conclusion: Clarify that M is the client, treat the spouse as a payer rather than a client, and renegotiate the update clause before any update is given. Reasoning: Confidentiality belongs to the client. A payer is not automatically entitled to coaching content, and the existing clause is too vague. The spouse may have a legitimate financial interest, but that does not override M's consent. The IAC ethics framework requires clear agreements and avoidance of conflicts of interest. Action: Meet M first and explain the conflict. Ask what M wants the spouse to know. Revise the agreement to specify that the spouse receives only invoicing and attendance or aggregate goal-progress information, never session content, and only with M's written consent. If the spouse wants separate financial reporting, create a separate agreement that does not reveal coaching content. If the spouse insists on substantive updates, discuss with M whether to decline the payer arrangement or end coaching. Document the renegotiation. What to avoid: meeting the spouse as if they were a co-client, giving a verbal progress report, or letting payment imply ownership of the coaching relationship.