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

It's already 2022. 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 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 [...]

By |2022-01-06T17:22:28+00:00January 4th, 2022|
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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|
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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|
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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|
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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|
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Making the Leap to Full-Time Financial Coach

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 her coaching business [...]

By |2021-05-25T22:03:20+00:00May 12th, 2021|
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Coaching a Caretaker | How to Help Financial Coaching Clients Who Want to Help Everyone Else (Free Download!)

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 [...]

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

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 [...]

By |2021-03-04T21:33:42+00:00March 4th, 2021|
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Kelsa coaches a brand new financial coach through crafting their “Why Story”

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 [...]

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