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

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

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

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

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. [...]

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

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

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 [...]

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How can I get a discount on the Financial Coach Academy?

By |2022-02-08T19:03:57+00:00February 8th, 2022|

Why The Cost Of The Academy Today Is The Discount Price The only discount we offer on the Financial Coach Academy is for veterans, active military, retired military or if your spouse is active military. If you fit that criteria, simply email us, and we’ll give you a 10% discount on the Academy. We’ve got you covered and would love to show you our appreciation for you. Thank you for your service.  If you don’t fit any of the descriptions above, I’m sorry if you’re feeling disappointed.  But, here’s the nice thing about knowing that you won’t find a discount [...]

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You Don’t Need a Financial Coach Certification

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

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 [...]

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Join the Financial Coach Academy Client Creator Challenge

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

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 [...]

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

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

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 [...]

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Four Simple Strategies for Getting Paying Clients From a Free Presentation

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

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 [...]

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It’s a Financial Coaching Symposium Flash Sale

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

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 [...]

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

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

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 [...]

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THE FINANCIAL COACHING TOOLKIT IS ON SALEGET $400 OFF

Purchase the Financial Coaching Toolkit anytime from Black Friday to Cyber Monday and get $400 off. Use the code BFTOOLKIT at check out. 

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Join our Facebook Group andGet FREE Financial Coach Training

We’ve taken the most commonly asked questions about becoming a financial coach and running a financial coaching business from the 6,000+ members in our group and put our answers in the guides. 

There are 8 different guides in the Financial Coaches Unite group that include more than 70 posts and 50 videos. That is HOURS UPON HOURS of free financial coach training. There are also free downloads and resources, like our example coaching agreement.

Join Financial Coaches Unite

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