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So far financialcoachacademy has created 65 blog entries.

Coaching a Caretaker | How to Help Financial Coaching Clients Who Want to Help Everyone Else (Free Download!)

Some people are givers, some are takers. And as you coach, you'll come across both extremes of people. Today, though I want to talk about the giver. Specifically the type of people who give and give and give. I call these people my caretaker clients.  Who is a Caretaker? A caretaker is someone who uses their time, money, and energy to assist their immediate family members, friends, or possibly even colleagues. They give a lot and cannot stop themselves from giving. It is their nature. But caretakers oftentimes do so at a sacrifice to themselves financially. Like most [...]

By |2021-03-26T21:28:33+00:00March 26th, 2021|

Setting Boundaries with Your Clients Even if You’re Only Seeing Beta-Clients

How to Set Boundaries with Your Financial Coaching Clients Here’s the scenario. A new coach is building her financial coaching business and trying to take on beta clients. She has eight people express interest in her coaching, and five schedule a discovery call. After the call, four express interest in financial coaching and being beta clients for a full coaching session. One goes MIA and won’t return calls or emails to book the session. Two book a session but then start to ask about pushing it back immediately after they are scheduled. The fourth one wants to book but not [...]

By |2021-03-04T21:33:42+00:00March 4th, 2021|

32 Tips and Tricks to Boost Your Social Media Efforts

Dying to learn how you can streamline your social media marketing efforts? Do you often wonder- "Are there faster ways to be doing this?" or "Could I be leveraging my content better?" Well then I have the perfect resource for you.Let me set the stage.Every month in the Official Financial Coach Mastermind, we choose an area of our business to focus on. This month the theme was "Social Media Marketing." We do live coaching calls throughout the month and each one looks a little different - sometimes it's a general Q&A session and other times the meeting serves a [...]

By |2021-03-04T19:47:09+00:00February 19th, 2021|

It’s Back! Join the 21-Day Challenge starting 1.21.21

It's a New Year, so for us, that means it's time for another 21-Day Challenge. 2020 was a dumpster fire of a year. It’s something most everyone can agree on. We are starting 2021 with a clean slate and full appreciation of moving on to a new year with new goals in our sights. And what better way to kick off this New Year than with a new attitude and some butt-kicking motivation? It starts on 1-21-21. How perfect is that? We run the 21-Day challenge twice a year, and this time it feels especially timely. What better way to [...]

By |2021-01-05T04:18:22+00:00January 5th, 2021|

A New and Improved Academy is Coming in 2021

We launched our signature course, the Financial Coach Academy, in 2015 because there was a problem with financial coach training. The programs we took were either too general or too rigid, promising that the only way to succeed as a financial coach was by following an exact blueprint laid out by the instructors. That didn’t work for us.  We had found a lot of things that did work for us though over nearly a decade of running our financial coaching business. We created systems, processes, and general how-tos that made for a framework where anyone could build a successful coaching [...]

By |2021-02-01T17:04:10+00:00December 8th, 2020|

Financial Coaching Affirmations | You’ve Got this Coach

Creating and running your own business is not for the faint of heart. Financial coaching is an empowering and inspiring career path, but it's also not an easy one. Nothing worth creating and building ever is. And we don't want you to forget it. Even though you're a coach, and you're used to coaching other people through difficult situations and decisions, that doesn't mean you don't need your own coaching from time to time. Let us be your coach. Here are five affirmations you can use when you question your worth, when you've been told no one too many [...]

By |2020-11-20T22:10:11+00:00November 20th, 2020|

The Importance of Annual Planning for Your Financial Coaching Business | FREE Annual Planning Guide

It's already mid-November. Can you believe it? That means that 2021 is just around the corner. So here’s the big question:  What are you going to accomplish next year?  Michael and I finished our annual planning meeting last month, and man, are we feeling jazzed about next year. Our planning meeting where we plot out the coming year and everything we want to accomplish. We look forward to this two-day planning session every year because it provides us with an immense amount of clarity and direction as well as allowing us to rally the troops and get our entire [...]

By |2020-11-16T04:03:02+00:00November 13th, 2020|

Kelsa coaches a brand new financial coach through crafting their “Why Story”

Many new entrepreneurs have fear about taking the next step in their business and a lot of the time this shows up as imposter syndrome. Wikipedia defines imposter syndrome as: "a psychological pattern in which an individual doubts their skills, talents or accomplishments and has a persistent internalized fear of being exposed as a "fraud"." Financial coaching is a relatively new career path and many financial coaches have no formalized education in finances, feel like their credibility will be questioned. But having a degree in finance does not make a financial coach. Most financial coaches have actually learned good financial [...]

By |2020-10-09T18:02:18+00:00October 9th, 2020|

The #1 Way for Financial Coaches to Market their Business and Services (Video)

Financial Coach Kelsa Dickey talks about the BEST way to market yourself as a financial coach so you can have a steady stream of clients dying to work with you. This certainly isn’t the ONLY way to market yourself as a financial coach, but me and my team consider it to be a non-negotiable strategy. We know the most tried, tested, and true way to grow a sustainable, long-lasting financial coaching business is by building strong and real relationships with referral partners. Sure, that does not sound sexy at all.  Referral partners are certainly not a new idea. You probably [...]

By |2020-09-23T21:59:31+00:00August 28th, 2020|

How to Make Money as a Financial Coach

There are plenty of ways to make money as a financial coach. As my financial coaching business has grown and diversified over the years, I’ve found more revenue streams than had I stuck to only one-to-one coaching. Some of these additional revenue streams I’ve kept. Some I have abandoned. Some worked. Some no longer did based on my evolving financial coaching business or the kinds of clients I and my team wanted to serve. Here are some ways you can make money as a financial coach and how we’ve incorporated them into our business - or seen them incorporated into other [...]

By |2020-08-07T22:47:47+00:00August 7th, 2020|
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