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

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

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 [...]

A New and Improved Academy is Coming in 2021

By |2020-12-15T18:32:40+00:00December 8th, 2020|

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 [...]

Financial Coaching Affirmations | You’ve Got this Coach

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

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 [...]

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

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

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 [...]

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

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

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 [...]

The One Question Every Financial Coach Needs to Ask

By |2020-09-23T21:59:14+00:00September 23rd, 2020|

You’ve done it. You booked your first financial coaching client! You’re jumping for joy! You’re excited! You texted your bestie right away because EEEEK this was too exciting to keep to yourself.  And it is. We’re over here celebrating with you.  via GIPHY Once that excitement fades though, you may be left with another, altogether less pleasant feeling: Dread.  Getting a client to book with you - whether they are paying or not - is part of the battle. But it’s only part. Now comes the hard part. Now you have to actually provide a service. You have to show [...]

Kelsa Interviews Instagram Expert, Jen Dufore

By |2020-09-23T21:58:44+00:00August 28th, 2020|

Marketing yourself as a financial coach is one of the hardest parts about becoming a solopreneur and financial coach. Have you ever considered using Instagram to market yourself as a financial coach? While referral partners are our number one choice for building consistent sources for new clients, there is something to be said about social media as a supplemental source of clients. There are so many options for social media platforms. Facebook, Youtube, Instagram, Reddit, etc. All of them have different pros and cons. There are some very important things to consider when deciding on social media platforms to tackle. [...]

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

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

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 [...]

How to Make Money as a Financial Coach

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

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 [...]

The Many Faces of a Financial Coach – Alicia Fitzgerald

By |2020-08-14T15:09:12+00:00June 23rd, 2020|

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 Alicia Fitzgerald Website WWW.totemfinancialwellness.com When did you start your Financial Coaching business?  07/2019 Tell us about your journey to becoming a financial coach. I have [...]

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