fbpx

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|

How to Make Money as a Financial Coach

There are plenty of ways to make money as a financial coach. As my financial coaching business has grown and diversified over the years, I’ve found more revenue streams than had I stuck to only one-to-one coaching. Some of these additional revenue streams I’ve kept. Some I have abandoned. Some worked. Some no longer did based on my evolving financial coaching business or the kinds of clients I and my team wanted to serve. Here are some ways you can make money as a financial coach and how we’ve incorporated them into our business - or seen them incorporated into other [...]

By |2020-08-07T22:47:47+00:00August 7th, 2020|

The Many Faces of a Financial Coach – Alicia Fitzgerald

The purpose of The Many Faces of a Financial Coach blog series is to inspire up-and-coming and veteran coaches alike. Our mission is to show the beautiful uniqueness to coaches overall while telling their story, describing their niche and allowing them to offer tips & advice to other coaches. Profiles of coaches are not necessarily participants or graduates of the Financial Coach Academy training program (although some are). It's purely for inspirational purposes only. Name Alicia Fitzgerald Website WWW.totemfinancialwellness.com When did you start your Financial Coaching business?  07/2019 Tell us about your journey to becoming a financial coach. I have [...]

By |2020-08-14T15:09:12+00:00June 23rd, 2020|

Financial Coaches Beat the Heat 21-Day Business Boosting Challenge

We are so excited for our Beat the Heat 21-day Business-Boosting Challenge to kick off on July 10th! It's just 21-days long --->You can do ANYTHING for 21 days!! :) We are on a mission to empower financial coaches like you to up-level your business, achieve greater results with your clients and overall, grow as an entrepreneur and as a person! Chances are, you excel with a little bit of friendly competition and positive peer pressure - well, then this challenge is perfect for you! Every day there are a number of activities to complete in order to earn points. [...]

By |2020-06-18T19:44:07+00:00June 18th, 2020|

Six Questions to Ask Yourself Before Investing in a Training Program or Online Course

      How to know if an online course or financial coaching training program is right for you and your coaching business. Online courses these days are like belly buttons: Everybody has one. You can take classes on anything and everything from marketing to time management to the perfect YouTube lighting setup.  Depending on where you are in your financial coaching career, you might consider taking a course to uplevel your business. But how do you decide which course? And how can you tell if it's worth your investment as it relates to both your time and money? Here [...]

By |2020-06-07T16:49:42+00:00June 7th, 2020|

When is a Business Opportunity Worth Your Time?

If you're new to financial coaching, most business opportunities are going to be worth your time. Earlier on in my career, I was approached by a company and asked to submit a bid for a corporate wellness program. Had I run a corporate wellness program before? No. Did I question whether I should submit a bid for this? Yes. Did I submit one anyway? Absolutely. That business opportunity was a big unknown at the time. The things that I would need to ensure the opportunity was successful, I didn’t have in place when I submitted the bid. But I trusted [...]

By |2020-04-27T19:30:14+00:00April 27th, 2020|

Hiring Your First Assistant

How do you hire your first assistant for your financial coaching business? Hiring your first support person or assistant, I believe, is a much harder step to take in your business than launching it. It’s hard for a lot of reasons. Often times, the business owner is busy doing all the things. And there’s value in doing things when you first start. You learn what you like and don’t like. You learn how to put together a system or a workflow or a client journey if you’ve yet to do that previously. You learn the ins and outs of things [...]

By |2020-03-25T18:47:26+00:00February 29th, 2020|
Go to Top