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

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

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 [...]

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Helping Your Client See Their New Financial Identity (Free Download)

By |2021-09-15T20:26:31+00:00September 15th, 2021|

How Having Your Client Reframe Their Financial Identity Can Lead To Greater Buy-In and More Progress When a client shows up to their coaching session and has completely fallen off track, this isn’t necessarily a sign that they aren’t committed. Oftentimes this is a sign of disconnect with their financial identity. It's a lapse between who they see themselves being today and who they want to be. Paying attention to money, planning ahead, and updating your budget to this type of client is just another “to do” they have to get through. Without a strong connection to the [...]

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Best Free Financial Coaching Training | Our Top Resources for New Coaches

By |2021-08-25T19:46:27+00:00August 3rd, 2021|

When you're just starting out as a financial coach, there's a lot to consider. That's why finding free financial coach training that is full of the best tips and resources around can feel like striking gold. It's the difference between conducting hours of endless Google searches and diving into content that feels like it was custom-made for you. And if you're a new coach, that probably feels better than wrapping up in your coziest blanket. If you're a coach who is at the start of your coaching journey, you have to decide who you want to coach. You need to [...]

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Join the Beat the Heat 21 Day Challenge

By |2021-07-08T16:31:12+00:00June 21st, 2021|

The time has come for ANOTHER 21-Day Challenge!!! If you've been around here for a while, you likely remember the last challenge we did in January. We're back this July to do it all over again with the Beat the Heat 21-Day Challenge. IF YOU'VE BEEN WAITING FOR REGISTRATION TO OPEN, CLICK HERE AND ENTER THE CODE FCU21OFF FOR $21 OFF THE REGISTRATION FEE. What is this 21-Day Challenge, you say? HERE'S THE SCOOP From July 12th - August 1st, you'll have several activities to complete which are designed to boost your business, confidence, and clarity with your coaching! Friendly [...]

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A Financial Coach’s Summer Reading List, Updated for 2021

By |2021-06-15T15:32:11+00:00June 14th, 2021|

Our Favorite Financial Coaching Books 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 series. Consider this your official [...]

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Should I Put My Prices On My Website: Two Things To Consider

By |2021-07-08T16:26:21+00:00June 14th, 2021|

What to Ask Yourself When Listing Prices On Your Website By Kelsa Dickey When financial coaches ask me a question about should I or should I not do X for my financial coaching business, my answer is usually it depends. That response goes for the question of whether or not to put your prices on your website. It can be a good idea or a bad idea, and your yes or no response depends on where you are in your business and what’s best for your business growth. There are two main schools of thought when it comes to putting [...]

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Financial Coaching a Client Going Through Trauma

By |2021-05-25T22:00:45+00:00May 25th, 2021|

How to Be There for Your Financial Coaching Clients (and Yourself) When Life Has Thrown Them a Curveball BY: JILL EMANUEL Today I want to talk to you all about supporting a financial coaching client during a crisis or trauma. Coaching isn't always about the celebrations or exciting financial goals. Don’t get me wrong. Those things are fun, and when those moments happen we celebrate them in a big way with our clients. But coaching deals with a range of emotions - the highs and the lows.  One of the benefits of hiring a financial coach for many clients is [...]

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Making the Leap to Full-Time Financial Coach

By |2021-05-25T22:03:20+00:00May 12th, 2021|

How Much Do I Need to Make to Go From Part-Time to Full-Time Financial Coach? I was recently asked this question by a member of our Financial Coaches Unite group. A part-time financial coach who is currently helping friends and family members asked:  At some point down the road I’d love to make it a full time gig, but I’m wondering what I should expect to make per year in terms of revenue? I know every area of the country is different, but I’m trying to get a ballpark idea for planning purposes. As someone who started her coaching business [...]

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Coaching a Caretaker | How to Help Financial Coaching Clients Who Want to Help Everyone Else (Free Download!)

By |2021-03-26T21:28:33+00:00March 26th, 2021|

Some people are givers, some are takers. And as you coach, you'll come across both extremes of people. Today, though I want to talk about the giver. Specifically the type of people who give and give and give. I call these people my caretaker clients.  Who is a Caretaker? A caretaker is someone who uses their time, money, and energy to assist their immediate family members, friends, or possibly even colleagues. They give a lot and cannot stop themselves from giving. It is their nature. But caretakers oftentimes do so at a sacrifice to themselves financially. Like most [...]

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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.

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