From Financial Anxiety to Thriving Coaching Business [Success Stories Series]
Nicole Stanley paid off debt and increased her family's net worth in investing, sparking a passion to help other women change their lives through financial literacy.
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From Passion to Profit: The Riches’ Path as Financial Coaches [Success Stories Series]
In today's episode, we're thrilled to introduce you to James and Amberlee Rich, a husband-and-wife team who have crafted a unique path in the world of financial coaching.
The Art of Coaching Married Couples: Transforming Finances and Strengthening Relationships
Discover the secret to helping married couples achieve financial success through effective communication, active listening, and structured money meetings.
Empowering Business Clients to Pay Themselves
So let’s talk about proven strategies for coaching business clients, drawing from my experience as a financial coach who has helped numerous entrepreneurs navigate the complexities of financial management.
Financial Coaching for Small Business Owners: Achieving Financial Clarity
By following a three-step process, which you’ll learn here, you can help your clients gain a foundational understanding of their business and strategize solutions.
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.
Why Aren’t You Getting More Clients?
The weight of my error was enormous. But even more significant was understanding the decisions that led up to it. At the core, my decisions had drifted from the values that had been the backbone of my business.
Niching Down 101 for Financial Coaches
Niching down about specializing, focusing on a specific segment of your audience to deliver a more tailored offering. Let's talk about why this is crucial and how you can do it effectively.
How to Get Financial Coaching Clients
One of the BIGGEST questions I get asked is, "How can I get clients?" Which is really your subconscious sneaky way of asking, "Is this whole financial coaching thing really sustainable?" It's totally normal and human to have doubts. Especially when you're taking the first baby steps toward something new. So allow me to ease all the panic that's probably running through your veins right now and give you the precise coordinates to client land. The 'Magic' Formula Everyone wants the golden ticket. The so-called proven strategy that will work every single time, guaranteed. Hate to burst your bubble friend, [...]
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. [...]