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Financial Coaching a Client Going Through Trauma

By |2021-05-25T22:00:45-07:00May 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 |2022-06-03T16:20:33-07:00May 12th, 2021|

By Kelsa Dickey 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 [...]

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

By |2021-03-26T21:28:33-07:00March 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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Setting Boundaries with Your Clients Even if You’re Only Seeing Beta-Clients

By |2021-03-04T21:33:42-07:00March 4th, 2021|

How to Set Boundaries with Your Financial Coaching Clients Here’s the scenario. A new coach is building her financial coaching business and trying to take on beta clients. She has eight people express interest in her coaching, and five schedule a discovery call. After the call, four express interest in financial coaching and being beta clients for a full coaching session. One goes MIA and won’t return calls or emails to book the session. Two book a session but then start to ask about pushing it back immediately after they are scheduled. The fourth one wants to book but not [...]

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32 Tips and Tricks to Boost Your Social Media Efforts

By |2022-06-02T15:53:20-07:00February 19th, 2021|

Dying to learn how you can streamline your social media marketing efforts? Do you often wonder- "Are there faster ways to be doing this?" or "Could I be leveraging my content better?" Well then I have the perfect resource for you.Let me set the stage.Every month in the Official Financial Coach Mastermind, we choose an area of our business to focus on. This month the theme was social media marketing. We do live coaching calls throughout the month and each one looks a little different. Sometimes it's a general Q&A session and other times the meeting serves a very [...]

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It’s Back! Join the 21-Day Challenge starting 1.21.21

By |2021-01-05T04:18:22-07:00January 5th, 2021|

It's a New Year, so for us, that means it's time for another 21-Day Challenge. 2020 was a dumpster fire of a year. It’s something most everyone can agree on. We are starting 2021 with a clean slate and full appreciation of moving on to a new year with new goals in our sights. And what better way to kick off this New Year than with a new attitude and some butt-kicking motivation? It starts on 1-21-21. How perfect is that? We run the 21-Day challenge twice a year, and this time it feels especially timely. What better way to [...]

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A New and Improved Academy is Coming in 2021

By |2022-10-03T18:34:08-07:00December 8th, 2020|

We launched our signature course, the Financial Coach Academy, in 2015 because there was a problem with financial coach training. The programs we took were either too general or too rigid, promising that the only way to succeed as a financial coach was by following an exact blueprint laid out by the instructors. That didn’t work for us.  We had found a lot of things that did work for us though over nearly a decade of running our financial coaching business. We created systems, processes, and general how-tos that made for a framework where anyone could build a successful coaching [...]

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Financial Coaching Affirmations | You’ve Got this Coach

By |2020-11-20T22:10:11-07:00November 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 [...]

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

By |2020-10-09T18:02:18-07:00October 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 [...]

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The One Question Every Financial Coach Needs to Ask

By |2020-09-23T21:59:14-07:00September 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 [...]

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