About financialcoachacademy

This author has not yet filled in any details.
So far financialcoachacademy has created 59 blog entries.

A Financial Coach’s Summer Reading List, Updated for 2022

Our Favorite Financial Coaching Books And Books For Financial Coaches It's that time of year!  Summer is here, and it's time to start getting your summer beach reads ready to go.  There is nothing better than sitting poolside in the warm sun and diving into a good book. While devouring a good Nora Roberts or James Patterson novel is a great way to spend the afternoon, we at Financial Coach Academy like to use the summer downtime to be students of our craft as well. We like to mix in some business and leadership motivation alongside the latest teen vampire [...]

By |2022-05-17T21:47:40+00:00May 16th, 2022|

Four Ways To Market To A Bigger Audience With One Blog Post

How to Repurpose and Market Your Financial Coaching Blog Posts Not everyone loves to write. And if you don't like writing, sitting down to write a blog post a week or whatever the commonly held best practice is now, is going to feel very daunting. But if you love writing, sitting down to pen a blog post might be a better way to market yourself then posting on YouTube or creating a super fun Instagram Reel. If you do like writing and blog posts are your jam, you're in luck because that blog post can be the jumping off point. [...]

By |2022-04-21T19:14:06+00:00April 18th, 2022|

Thoughts About The Value Of Raising Your Prices And When You Know It’s Time

Did you know the price of the Financial Coach Academy used to be $3,197? When we first launched the Academy, our signature financial coach training course, in 2015 it was offered as a live course only. We had a small group of coaches (no more than 20 each round). The Academy lasted 12 weeks. The coaches had online videos to watch, exercises to work through, and Michael and I would host weekly calls throughout the program.  The live-only course was great, but it had its drawbacks. The main one being that we wanted to help more coaches! Twenty seats per [...]

By |2022-03-22T16:04:25+00:00March 21st, 2022|

You Don’t Need a Financial Coach Certification

Why Trust Is More Important To Your Clients Than A Credible Financial Coach Certification  I have been a financial coach for more than a decade now. I’ve coached hundreds of clients in that time. And you know how many have asked me what certifications I have? Maybe two? I don’t have any financial coach certifications, and in this post I want to tell you why you don’t need them either, and why building trust is way more important than your certifications as a financial coach. Why You’re Looking For A Certification If you are a coach who’s considered getting a [...]

By |2022-01-13T18:25:02+00:00January 12th, 2022|

Join the Financial Coach Academy Client Creator Challenge

Get New Financial Coaching Clients and A System for Getting More Clients in 2022 Clients are the lifeblood of any financial coaching business. Yet a lot of coaches feel like they have very little control over getting new clients. They think they need an endless stream of referral sources, five social media posts a day, and weekly marketing emails to run a successful coaching business.  Sounds exhausting right?  I want you to get off that hamster wheel and create a proven system for acquiring prospects and getting clients. I want you in the Client Creator Challenge. If you want more [...]

By |2022-01-21T15:53:57+00:00January 10th, 2022|

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

It's already 2022. Can you believe it? That means the year is off to a busy start for most of us. So here’s the big question:  What are you going to accomplish this year?  Michael and I finished our annual planning meeting recently, and man, are we feeling jazzed about this year! Our planning meeting where we plot out the 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 [...]

By |2022-01-06T17:22:28+00:00January 4th, 2022|

Four Simple Strategies for Getting Paying Clients From a Free Presentation

When it comes to your free presentation, do these four things to increase your leads and get financial coaching clients. Paid gigs are great, but don’t let the lack of a speaker fee set you back. Free presentations are a great way to market yourself, make connections, and yes, even get paying clients. Don't assume that just because someone is hearing you speak at no cost, they aren’t interested in paying for your services. Here are four simple strategies I use (and one bonus tip!) to get paying clients from a free presentation. Talk About Your Coaching Program A Lot [...]

By |2022-01-04T16:53:30+00:00January 4th, 2022|

It’s a Financial Coaching Symposium Flash Sale

This is the week that time forgets. We’re in a haze. The week between Christmas and New Year’s is the land that time forgot. It’s where little is expected of us and even less gets done.  When I worked in corporate America, this was the time to do super important activities like clean out my office, take super long lunch breaks, and organize the folders on my computer.  But as an entrepreneur, I like to use this time to take stock, learn, and prepare for the coming year. And rest. Don’t get me wrong. I will be in my pjs [...]

By |2021-12-27T03:39:46+00:00December 27th, 2021|

A Complete List of Financial Coach Academy Materials, Templates, Worksheets and Downloads

There are 160+ financial coach templates, worksheets and other materials included when you enroll in the Financial Coach Academy. We put a lot of work into designing and creating the Financial Coach Academy, our signature online financial coach training course. Our goal when creating this course was to ensure aspiring coaches have everything they need to become a financial coach and start their business. We knew that meant we needed to provide materials like worksheets, templates, questionnaires, scripts, and downloads for coaches to use in their financial coaching business. We believe we provide unmatched value with the materials given to [...]

By |2021-11-16T21:44:51+00:00November 9th, 2021|

What To Do And Say When A Client Backs Out Of Working With You

Our Best Strategies For Dealing with Clients Who Change Their Minds The high of having a client say yes to financial coaching is thrilling. But if you coach long enough, you're going to have some of those yeses flip to "No, thank you." A client who previously said they wanted to work with you and was gung-ho to start after your last interaction could send you a message a few days later saying the opposite. Clients can change their mind. What's the best way to handle this? What can you say? How do you not let this letdown drag you [...]

By |2021-10-06T20:01:01+00:00October 6th, 2021|
Go to Top