About financialcoachacademy

This author has not yet filled in any details.
So far financialcoachacademy has created 62 blog entries.

A Financial Coach’s Summer Reading List, Updated for 2020

The Financial Coach Academy's Favorite Financial Coaching Books that You Should Add to Your Summer Reading List It's that time of year!  Summer is almost here, and it's time to start getting your summer book line-up ready to go.  There is nothing better than sitting poolside in the warm sun and diving into a good book. While a good Nora Roberts or James Patterson novel can get the pages turning, we at Financial Coach Academy like to use the summer reading season to be students of our craft. Considering this your official summer reading list for financial coaching books. Financial [...]

By |2020-07-10T19:36:25+00:00May 1st, 2020|

When is a Business Opportunity Worth Your Time?

If you're new to financial coaching, most business opportunities are going to be worth your time. Earlier on in my career, I was approached by a company and asked to submit a bid for a corporate wellness program. Had I run a corporate wellness program before? No. Did I question whether I should submit a bid for this? Yes. Did I submit one anyway? Absolutely. That business opportunity was a big unknown at the time. The things that I would need to ensure the opportunity was successful, I didn’t have in place when I submitted the bid. But I trusted [...]

By |2020-04-27T19:30:14+00:00April 27th, 2020|

How to Reach Out to Prospects: Making Cold Calls to Warm Leads

Making cold calls to prospects and leads is challenging for most financial coaches. Here are a few tips and one major mental shift to make before picking up the phone. We’ve been holding our 21-Day Challenge for financial coaches a couple of times a year over the past two years. It’s a friendly competition of sorts to help us and the other participating coaches do some lightning-fast growth and business-building over the course of 21 days. One of the tasks in the challenge is to call five people who have expressed an interest in coaching. And even though this has tremendous [...]

By |2020-09-17T20:24:16+00:00March 27th, 2020|

Hiring Your First Assistant

How do you hire your first assistant for your financial coaching business? Hiring your first support person or assistant, I believe, is a much harder step to take in your business than launching it. It’s hard for a lot of reasons. Often times, the business owner is busy doing all the things. And there’s value in doing things when you first start. You learn what you like and don’t like. You learn how to put together a system or a workflow or a client journey if you’ve yet to do that previously. You learn the ins and outs of things [...]

By |2020-03-25T18:47:26+00:00February 29th, 2020|

Finding and Growing Referral Partnerships as a Financial Coach

Word-of-mouth is a terrific form of advertising for your financial coaching business. When your friend or even a friend-of-a-friend makes a recommendation about anything from their favorite shampoo to the next great restaurant, you’re more than likely going to remember it and are probably more likely to try it than you would have without that endorsement.  That’s why referrals are one of the most effective tools for building your financial coaching business. Having referral partners is like having a built-in sales team that already knows who your potential clients are and what you do. It’s a match made is business-development [...]

By |2020-09-17T20:24:54+00:00February 28th, 2020|

Financial Coaches Unite 21-day New Year Challenge

We are so excited for our 21-day Business-Boosting Challenge to kick off on January 15th!! It's just 21-days long --->You can do ANYTHING for 21 days!! :) We are on a mission to empower financial coaches like you to up-level your business, achieve greater results with your clients and overall, grow as an entrepreneur and as a person! Chances are, you excel with a little bit of friendly competition and positive peer pressure - well this challenge is perfect for you then! Every day there are a number of activities to complete in order to earn points. Most of these [...]

By |2020-01-03T17:12:04+00:00January 3rd, 2020|

Cold vs. Warm vs. Qualified: Know Your Leads, Know Your Growth

How to Get More Financial Coaching Clients Through Your Sales Funnel Owning your own business, especially if you’re just starting, will have you thinking a lot about leads. Where do your best leads come from? How can you get more? How can you move them quickly through your sales funnel? These are questions many an entrepreneur has pondered in the middle of the night. We qualify leads in one of three ways; cold, warm and qualified. How we classify each and how we gear our marketing and messaging toward them is different. Here’s how and why. Nurturing Cold Leads Cold [...]

By |2019-12-10T18:30:09+00:00December 10th, 2019|

$68k in debt to full time financial coach; Kelsa interviews Kacy Smith.

Kelsa talks with Kacy Smith about her journey from $68k in debt to being a full time financial coach! Most financial coaches follow a similar journey. They start with transforming their own personal finances and realize that they would love to help others feel the same freedom they felt by paying off debt, getting on a budget and having savings in place. Part time to full time challenges The first challenge for most people is the transition to making it a legitimate part time business while maintaining their regular 9-5 job and family life. The biggest challenge is usually that [...]

By |2019-11-08T21:19:11+00:00November 8th, 2019|

The Many Faces of a Financial Coach – Kacy Smith

The purpose of The Many Faces of a Financial Coach blog series is to inspire up-and-coming and veteran coaches alike. Our mission is to show the beautiful uniqueness to coaches overall while telling their story, describing their niche and allowing them to offer tips & advice to other coaches. Profiles of coaches are not necessarily participants or graduates of the Financial Coach Academy training program (although some are). It's purely for inspirational purposes only. Name Kacy Smith Website http://straightcents.com When did you start your Financial Coaching business?  August 18, 2018  Tell us about your journey to becoming a financial coach. [...]

By |2019-11-08T17:23:47+00:00November 7th, 2019|

Using Youtube to build your financial coaching practice – Interview with Brittany Waters

Build your brand with Youtube to create massive reach! Financial coach and Youtube rockstar Brittany Waters is based in Toronto, Canada and is a graduate of the Financial Coach Academy. She is tackling financial stress for millennial women and rocking it. Not only is she pursuing normal marketing avenues such as networking events and social media, she also has created an amazing Youtube Channel. In the following video, Kelsa talks to Brittany about Youtube: It's pros and cons What people are searching for How to get started Idea generation Channel creation Scheduling Formatting How to reach your ideal client What [...]

By |2019-10-30T22:29:56+00:00October 30th, 2019|
Go to Top