Financial Coach Academy Blog - Ideas and Advice for Financial Coaches

How to Make Money as a Financial Coach

By financialcoachacademy|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 financialcoachacademy|2020-06-23T23:22:44+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 [...]

Financial Coaches Beat the Heat 21-Day Business Boosting Challenge

By financialcoachacademy|2020-06-18T19:44:07+00:00June 18th, 2020|

We are so excited for our Beat the Heat 21-day Business-Boosting Challenge to kick off on July 10th! 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, then this challenge is perfect for you! Every day there are a number of activities to complete in order to earn points. [...]

Six Questions to Ask Yourself Before Investing in a Training Program or Online Course

By financialcoachacademy|2020-06-07T16:49:42+00:00June 7th, 2020|

How to know if an online course or financial coaching training program is right for you and your coaching business. Online courses these days are like belly buttons: Everybody has one. You can take classes on anything and everything from marketing to time management to the perfect YouTube lighting setup. Depending on where you are in your financial coaching career, you might consider taking a course to uplevel your business. But how do you decide which course? And how can you tell if it's worth your investment as it relates to both your time and money? Here [...]

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

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

When is a Business Opportunity Worth Your Time?

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

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 [...]

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

By financialcoachacademy|2020-03-27T15:18:53+00:00March 27th, 2020|

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 [...]

Hiring Your First Assistant

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

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 [...]

Finding and Growing Referral Partnerships as a Financial Coach

By financialcoachacademy|2020-02-28T19:26:37+00:00February 28th, 2020|

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 [...]

Financial Coaches Unite 21-day New Year Challenge

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

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 [...]

12 Next

Financial Coaches Unite

A supportive Facebook community for aspiring and trained financial coaches!