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Knowing When to Refer a Coaching Client to a Therapist


While life/leadership coaching can be deeply supportive, it is not a substitute for mental health treatment. I have had clients who were not only engaged in coaching but were seeing a counselor as well. Each engagement was helpful to the client, but it was important for the client to understand the clear distinction between the two helping professions.

 

Ethical and effective coaches know when a client’s needs go beyond the scope of coaching and require referral to a licensed mental health professional. Recognizing these boundaries protects both the client’s well-being and the integrity of the coaching process.

 

Key signs that a referral may be appropriate include the following:

 

  1. Signs of Mental Illness – Persistent depression, anxiety, mood swings, panic attacks, or symptoms that interfere with daily functioning.

 

  1. Unresolved Trauma – Past or recent trauma that causes significant emotional distress or impacts the client’s ability to focus on future goals.

 

  1. Suicidal Thoughts or Self-Harm – Any expression of intent to harm oneself or others requires immediate professional intervention.

 

  1. Addiction or Substance Abuse – Situations where dependence is impairing judgment or daily functioning.

 

  1. Inability to Engage in Coaching Goals – If a client is unable to focus on actionable steps because they are overwhelmed by emotional pain, therapy is the better first step.

 

A professional referral is not a failure of coaching—it is an act of care. Ethical coaches recognize red flags (e.g., suicidal ideation, addiction, severe anxiety) and refer to a licensed therapist when appropriate. In some cases, coaching and therapy can happen in parallel, with clear boundaries and communication. The therapist addresses emotional and mental health concerns while the coach supports goal achievement and personal growth.

 

For a quick overview of why and when a coach should refer to a therapist, the International 

Coaching Federation as provided a helpful document.

 

(Developed with research by Chat GPT)

 

 

 

 

 

 

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