Client exercise: Buyer’s remorse

We have all felt buyer's remorse at some point and boy isn't it painful? It stings a little for sure. There's no doubt our clients have experienced that gut-wrenching feeling too. It may be easy to dismiss this feeling since we've all done it. But it's the pesky little things that can lead to doubt, a lack of confidence, and the inability to trust yourself with financial decisions. As financial coaches, we can help our clients by helping them to identify the factors that contribute to regrettable money choices. Below is a quick exercise you can give your client - [...]

By |2019-02-13T18:54:48-07:00February 13th, 2019|

Tough Client Conversations: What To Do If a Client Asks You for a Discount

Years ago, I found myself getting offended when people would ask for a discount on my coaching. My time was valuable. I set that price for a reason. Why would anyone think I would charge them less just because? But then I had to step back and make a mental shift around discounts. I told myself, "It's great that they ask. They should ask. It doesn't mean I have to say yes, and it doesn't mean they don't value what I'm offering." In fact, I challenge my clients to ask for a better price when they're buying something just to [...]

By |2019-05-16T19:31:40-07:00January 2nd, 2019|

Why Your Approach to Money will Get you More Clients

There is no one-size-fits-all approach to money.   Depending on the person I’m coaching and the financial situation they are in, I will employ a bunch of different strategies to help them meet their financial goals.  I recognize the strategies I use might be different than the ones you would use. And that’s ok. One of the beautiful things about financial coaching is that there is no right way to do things. We each have our own ideas of the best strategies to pay off debt, to shore up savings, or to plan for retirement. Those differences are definitely a [...]

By |2024-04-03T10:50:07-07:00November 7th, 2018|

Turn Everyday Conversations into Marketing Masterpieces

Are you missing out on posting powerful marketing messages that potential clients will eat up? Every day you have multiple conversations with clients, clients who are making huge improvements in their financial situation, and clients who are so proud of their accomplishments that they want to tell you about how you have helped them. As a financial coach, seeing your clients succeed and reach their goals is an amazing feeling, and it's why most of us are in this field.  But how often do you share these conversations? I recently posted one such client note (see below) on my financial coaching [...]

By |2019-04-03T19:15:31-07:00June 27th, 2018|

5 Tips To Start a Financial Coaching Business

How to Start a Financial Coaching Business Money is the number one cause of stress in America.  It’s easy to see why: 67% of Americans wouldn’t be able to scrounge up $1,000 for an emergency, only 1 in 3 of Americans keep a household budget, 35% of Americans have debt in collections, and 1 in 3 people have NOTHING saved for retirement.  Financial stress is mounting, and there aren’t enough qualified people to help.  You know who can help - financial coaches. That's why if you want to start a financial coaching business or have already started coaching clients, this article [...]

By |2025-07-09T13:55:04-07:00March 29th, 2018|
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