fbpx

Financial Coaching Affirmations | You’ve Got this Coach

By |2020-11-20T22:10:11+00:00November 20th, 2020|

Creating and running your own business is not for the faint of heart. Financial coaching is an empowering and inspiring career path, but it's also not an easy one. Nothing worth creating and building ever is. And we don't want you to forget it. Even though you're a coach, and you're used to coaching other people through difficult situations and decisions, that doesn't mean you don't need your own coaching from time to time. Let us be your coach. Here are five affirmations you can use when you question your worth, when you've been told no one too many [...]

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

By |2020-11-16T04:03:02+00:00November 13th, 2020|

It's already mid-November. Can you believe it? That means that 2021 is just around the corner. So here’s the big question:  What are you going to accomplish next year?  Michael and I finished our annual planning meeting last month, and man, are we feeling jazzed about next year. Our planning meeting where we plot out the coming 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 get our entire [...]

Kelsa coaches a brand new financial coach through crafting their “Why Story”

By |2020-10-09T18:02:18+00:00October 9th, 2020|

Many new entrepreneurs have fear about taking the next step in their business and a lot of the time this shows up as imposter syndrome. Wikipedia defines imposter syndrome as: "a psychological pattern in which an individual doubts their skills, talents or accomplishments and has a persistent internalized fear of being exposed as a "fraud"." Financial coaching is a relatively new career path and many financial coaches have no formalized education in finances, feel like their credibility will be questioned. But having a degree in finance does not make a financial coach. Most financial coaches have actually learned good financial [...]

The One Question Every Financial Coach Needs to Ask

By |2020-09-23T21:59:14+00:00September 23rd, 2020|

You’ve done it. You booked your first financial coaching client! You’re jumping for joy! You’re excited! You texted your bestie right away because EEEEK this was too exciting to keep to yourself.  And it is. We’re over here celebrating with you.  via GIPHY Once that excitement fades though, you may be left with another, altogether less pleasant feeling: Dread.  Getting a client to book with you - whether they are paying or not - is part of the battle. But it’s only part. Now comes the hard part. Now you have to actually provide a service. You have to show [...]

Kelsa Interviews Instagram Expert, Jen Dufore

By |2020-09-23T21:58:44+00:00August 28th, 2020|

Marketing yourself as a financial coach is one of the hardest parts about becoming a solopreneur and financial coach. Have you ever considered using Instagram to market yourself as a financial coach? While referral partners are our number one choice for building consistent sources for new clients, there is something to be said about social media as a supplemental source of clients. There are so many options for social media platforms. Facebook, Youtube, Instagram, Reddit, etc. All of them have different pros and cons. There are some very important things to consider when deciding on social media platforms to tackle. [...]

The #1 Way for Financial Coaches to Market their Business and Services (Video)

By |2020-09-23T21:59:31+00:00August 28th, 2020|

Financial Coach Kelsa Dickey talks about the BEST way to market yourself as a financial coach so you can have a steady stream of clients dying to work with you. This certainly isn’t the ONLY way to market yourself as a financial coach, but me and my team consider it to be a non-negotiable strategy. We know the most tried, tested, and true way to grow a sustainable, long-lasting financial coaching business is by building strong and real relationships with referral partners. Sure, that does not sound sexy at all.  Referral partners are certainly not a new idea. You probably [...]

How to Make Money as a Financial Coach

By |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 [...]

Financial Coaches Beat the Heat 21-Day Business Boosting Challenge

By |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 |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 [...]

When is a Business Opportunity Worth Your Time?

By |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 [...]

Go to Top