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You Don’t Need a Financial Coach Certification

By |2022-01-13T18:25:02-07:00January 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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The Importance of Annual Planning for Your Financial Coaching Business

By |2023-05-05T15:03:03-07:00January 4th, 2022|

It's already a new year. 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 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 [...]

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Four Simple Strategies for Getting Paying Clients From a Free Presentation

By |2022-01-04T16:53:30-07:00January 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 |2021-12-27T03:39:46-07:00December 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 |2021-11-16T21:44:51-07:00November 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 |2021-10-06T20:01:01-07:00October 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 |2021-09-15T20:26:31-07:00September 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 |2021-08-25T19:46:27-07:00August 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 |2021-07-08T16:31:12-07:00June 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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Should I Put My Prices On My Website: Two Things To Consider

By |2021-07-08T16:26:21-07:00June 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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