Coaching Clients on Effective Financial Goal Setting
Goal setting is so much more than picking some arbitrary dollar amount goal with clients. If done wrong, it can create a sense of failure in our clients and be potentially damaging.
Coach’s Q&A: Answering Your Questions
Dive into key financial coaching FAQs, covering contracts, ADHD strategies, and integrating mindset models into practice for impactful coaching.
Scenarios Coaches Dread: Navigating Tough Conversations
By navigating these challenging conversations with care and strategic insight, you can foster a positive, productive coaching relationship that leads to lasting financial growth and confidence.
Understanding the Stages of Learning for Financial Coaching
Explore the Stages of Learning for Financial Coaching, a vital framework for understanding client development and enhancing coaching effectiveness.
Why Niching Down is So Scary for Financial Coaches
Niching down as a financial coach can feel really scary. While it's just about specializing in a smaller audience segment, the thought of it can stir up some real fears.
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. [...]
A Step-by-Step Approach For Coaching 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 [...]
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, programs, 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 [...]
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 [...]
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 [...]