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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|

Financial Coaching a Client Going Through Trauma

How to Be There for Your Financial Coaching Clients (and Yourself) When Life Has Thrown Them a Curveball BY: JILL EMANUEL Today I want to talk to you all about supporting a financial coaching client during a crisis or trauma. Coaching isn't always about the celebrations or exciting financial goals. Don’t get me wrong. Those things are fun, and when those moments happen we celebrate them in a big way with our clients. But coaching deals with a range of emotions - the highs and the lows.  One of the benefits of hiring a financial coach for many clients is [...]

By |2021-05-25T22:00:45+00:00May 25th, 2021|

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|

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|

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|

32 Tips and Tricks to Boost Your Social Media Efforts

Dying to learn how you can streamline your social media marketing efforts? Do you often wonder- "Are there faster ways to be doing this?" or "Could I be leveraging my content better?" Well then I have the perfect resource for you.Let me set the stage.Every month in the Official Financial Coach Mastermind, we choose an area of our business to focus on. This month the theme was "Social Media Marketing." We do live coaching calls throughout the month and each one looks a little different - sometimes it's a general Q&A session and other times the meeting serves a [...]

By |2021-03-04T19:47:09+00:00February 19th, 2021|

It’s Back! Join the 21-Day Challenge starting 1.21.21

It's a New Year, so for us, that means it's time for another 21-Day Challenge. 2020 was a dumpster fire of a year. It’s something most everyone can agree on. We are starting 2021 with a clean slate and full appreciation of moving on to a new year with new goals in our sights. And what better way to kick off this New Year than with a new attitude and some butt-kicking motivation? It starts on 1-21-21. How perfect is that? We run the 21-Day challenge twice a year, and this time it feels especially timely. What better way to [...]

By |2021-01-05T04:18:22+00:00January 5th, 2021|

Financial Coaching Affirmations | You’ve Got this Coach

Creating and running your own business is not for the faint of heart. Financial coaching is an empowering and inspiring career path, but it's also not an easy one. Nothing worth creating and building ever is. And we don't want you to forget it. Even though you're a coach, and you're used to coaching other people through difficult situations and decisions, that doesn't mean you don't need your own coaching from time to time. Let us be your coach. Here are five affirmations you can use when you question your worth, when you've been told no one too many [...]

By |2020-11-20T22:10:11+00:00November 20th, 2020|

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

It's already mid-November. Can you believe it? That means that 2021 is just around the corner. So here’s the big question:  What are you going to accomplish next year?  Michael and I finished our annual planning meeting last month, and man, are we feeling jazzed about next year. Our planning meeting where we plot out the coming 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 get our entire [...]

By |2020-11-16T04:03:02+00:00November 13th, 2020|

Kelsa Interviews Instagram Expert, Jen Dufore

Marketing yourself as a financial coach is one of the hardest parts about becoming a solopreneur and financial coach. Have you ever considered using Instagram to market yourself as a financial coach? While referral partners are our number one choice for building consistent sources for new clients, there is something to be said about social media as a supplemental source of clients. There are so many options for social media platforms. Facebook, Youtube, Instagram, Reddit, etc. All of them have different pros and cons. There are some very important things to consider when deciding on social media platforms to tackle. [...]

By |2020-09-23T21:58:44+00:00August 28th, 2020|
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