Get the Ultimate Growth Guide for Financial Coaches
Turn consults into clients. Structure your programs. Grow with confidence.
The Ultimate Growth Guide for Financial Coaches is your step by step guide to growing your coaching business. It’s a 7-episode bingeable audio series that you can listen to and learn on the go, accompanied by a 40-page workbook. walks you step-by-step through the client journey — from first contact to long-term client retention — so you can stop winging it and start running a coaching business that grows.
We’ll walk you step-by-step through the client journey — from first contact to long-term client retention — so you can stop winging it and start running a coaching business that grows.
You’ll learn how to:
- Leverage the client journey to support your clients’ needs and your growth
- Host discovery calls that convert – and why you should be charging for them
- Map out your signature coaching offer (and sell it with confidence)
- Create a seamless transition from one offer to the next
- Build client relationships that last – and keep clients coming back
I’ll walk you through specific examples from my own financial coaching business and how I’ve grown from offering free advice from my dining room table to a 7-figure business that has helped hundreds of people reach their own version of financial success.
It Started as a Simple Resource.
It Became a System That Grows Coaching Businesses.
What started as a curated collection of podcast episodes quickly evolved into something far more powerful. As we built out the content, it became clear this wasn’t just a series of tips — it was a complete roadmap for coaching success.
We expanded the original vision to include a 40+ page workbook and implementation tools that walk you step-by-step through the client journey, including what to do in each session, how to structure your programs, and how to retain clients for the long The result?
A practical, proven system for financial coaches that reflects hundreds of hours of expertise and real-world experience.
At $197, this guide often pays for itself with just one new client — and gives you the structure and confidence to keep growing from there.
Have questions? We’re here to help! Email us at at info@fiscalfitnessphx.com.
Frequently Asked Questions
We have many coaches who have both programs, and there is some overlap between them. However, each serves a distinct purpose in your coaching journey.
The Financial Coach Academy provides longer and more thorough explanations of foundational concepts and strategies. It’s comprehensive training that builds your core coaching skills.
The Ultimate Growth Guide gives you very specific benchmarks to review and refine your practice in order to grow faster. Most coaches find it amplifies what they learned and applied in the Academy by providing new perspectives and actionable growth milestones.
Two ways to use the Ultimate Growth Guide:
- As a standalone option for coaches not quite ready to invest in the full Academy program
- As a complementary resource to boost the results you’re already seeing from the Academy through specific benchmarks and fresh perspectives
The Ultimate Growth Guide can help you kickstart your momentum and provides concrete milestones to accelerate your coaching business growth, regardless of where you are in your journey.
Not at all. Whether you’re brand new or already working with clients, this guide will help you tighten your systems, raise your conversion rate, and deliver a more consistent (and scalable) coaching experience.
The Ultimate Growth Guide includes access to a private, 7-episode podcast feed you can listen to on the go, plus a downloadable workbook filled with templates, scripts, session breakdowns, and self-assessments. After you purchase you’ll be sent an access link and you can listen to the audios in your favorite podcast player app.