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

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. [...]

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

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

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 [...]

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

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

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 [...]

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

A Financial Coach’s Summer Reading List, Updated for 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 [...]

By |2022-05-17T21:47:40+00:00May 16th, 2022|

The Importance of Annual Planning for Your Financial Coaching Business

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 [...]

By |2022-09-14T15:05:35+00:00January 4th, 2022|

Four Simple Strategies for Getting Paying Clients From a Free Presentation

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 [...]

By |2022-01-04T16:53:30+00:00January 4th, 2022|

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

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 [...]

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

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

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 [...]

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

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

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 [...]

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

Making the Leap to Full-Time Financial Coach

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 [...]

By |2022-06-03T16:20:33+00:00May 12th, 2021|
Go to Top