5 Reasons I Believe Dave Ramsey is NOT a Financial Coach

By |2023-03-29T11:43:56-07:00March 30th, 2023|

The views and opinions expressed in this article are those of the author and do not necessarily reflect the views or positions of any entities they represent. Let’s start with a simple question: what is coaching? I define “coaching” as helping another person to get more out of an area of their life than what they are able to do on their own. Coaching - especially financial coaching - is not about the coach; it’s about the client. A client who does things because you said to do them is not coaching; it’s instructing or lecturing. What [...]

How to Get Financial Coaching Clients

By |2022-11-14T22:19:49-07:00November 14th, 2022|

One of the BIGGEST questions I get asked is, "How can I get clients?" Which is really your subconscious sneaky way of asking, "Is this whole financial coaching thing really sustainable?" It's totally normal and human to have doubts. Especially when you're taking the first baby steps toward something new. So allow me to ease all the panic that's probably running through your veins right now and give you the precise coordinates to client land. The 'Magic' Formula Everyone wants the golden ticket. The so-called proven strategy that will work every single time, guaranteed. Hate to burst your bubble friend, [...]

The Importance of Embracing Your Role As CEO

By |2023-07-10T08:26:55-07:00September 6th, 2022|

How To Create and Execute The Vision You Have For Your Financial Coaching Business - And Life I take my job as the CEO of my company very seriously. But it took me a while to fully step into this role because imposter syndrome is a bitch. But the thing is, if you’re running a business of any kind, no matter the size, you too are a CEO.  One of the things that helped me step into my CEO-ness was holding regular CEO Retreats for myself.  I held my first CEO retreat back in May 2021 because [...]

Financial Coach, Are You Teaching Or Coaching Your Clients? (Video)

By |2022-08-16T15:40:35-07:00August 16th, 2022|

Why Financial Coaching Is About So Much More Than Teaching Financial Concepts Learn how to coach, not just teach, your clients. Watch your business shift and your clients get amazing results. I don’t know about you guys, but when I first started coaching clients, this is how I assumed my sessions would go. I would sit with a client, explain how money works or why this way of doing things was the smart way to do, they would understand exactly what I was saying, and then viola they would go take action. They’d experience a transformation. [...]

A Step-by-Step Approach For Financial Coaches to Coach Clients on Debt Payoff

By |2022-08-15T15:18:00-07:00August 8th, 2022|

Why The Debt Snowball Isn't Always The Best Way To Pay Off Debt When I started financial coaching more than 10 years ago, I had many clients who came to me and their number one goal was to get out of debt. Probably like many of your clients today. They'd tell me their financial info, I'd plug it into a debt snowball calculator, and it would spit out this beautiful, perfect debt payoff plan that I would then present to the client. And sometimes it would work. But you know what, sometimes it didn't. My client wouldn't stick to the [...]

How To Batch Create, Schedule, and Streamline Social Media For Financial Coaches

By |2022-06-02T15:48:59-07:00June 2nd, 2022|

Tips For Financial Coaches On Creating Consistent Social Media Content Social media can be a great asset when it comes to marketing your financial coaching services, course, or business. But it can be a double edged sword. Content creation can and will demand so much of your time, especially if you don’t have the right apps and know some key tricks. How To Prioritize Your Social Media Creation Time There’s an app for everything nowadays. And that’s definitely true when it comes to social media management and content scheduling. You can use several different apps (such [...]

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

By |2022-05-17T21:47:40-07:00May 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 [...]

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

By |2022-04-21T19:14:06-07:00April 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. [...]

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

By |2022-03-22T16:04:25-07:00March 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 [...]

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

By |2022-02-08T19:03:57-07:00February 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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