The client journey is a process that your potential clients go on, from that very first touchpoint with you to booking a discovery session to buying from you and beyond. Are you starting off right in your Discovery Session?
There are just too many… I almost spit out my water the other day when someone said there were too many financial coaches. Say what now? Let’s start by thinking about who financial coaches help.
The FCA cohort is one of the best parts of enrolling in the Financial Coach Academy™. Live coaching with me, Kelsa and your personal cohort (or other coaches who are working their way through the Financial Coach Academy™, too) are the secret sauce to your success.
The views and opinions expressed in this article are those of the author and do not necessarily reflect the views or positions of any entities they represent. Let’s start with a simple question: what is coaching? I define “coaching” as helping another person to get more out of an area of their life than what they are able to do on their own. Coaching - especially financial coaching - is not about the coach; it’s about the client. A client who does things because you said to do them is not coaching; it’s instructing or lecturing. What [...]
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.
Are you wondering how much you can make as a financial coach? Well, let's dive into this question, because, honestly, there's no one-size-fits-all answer.
Let's tackle a question that might seem a bit ironic at first: Can people who are struggling financially afford to pay for a financial coach? It's like selling umbrellas when it's raining – necessary, but it seems a bit backward, right?
This conversation with Jean Chatzky was not just a peek into Her Money but also a masterclass in understanding the role of financial coaches. Her emphasis on empathy, personal connection, and adaptability offers a blueprint for anyone looking to make a mark in this field.
Ever wondered if you can actually make a living by coaching people on their finances? I know I did when I started. You might have heard doubts like, "How can people struggling with money pay for coaching?" or "You want to focus just on budgeting?" I'm here to bust those myths!
Imagine every person supported by a dream team of financial experts: accountants, bookkeepers, insurance agents, coaches, advisors, estate planners, attorneys, realtors. Each professional plays a unique role in shaping a well-rounded financial strategy for individuals.