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$68k in debt to full time financial coach; Kelsa interviews Kacy Smith.

Kelsa talks with Kacy Smith about her journey from $68k in debt to being a full time financial coach! Most financial coaches follow a similar journey. They start with transforming their own personal finances and realize that they would love to help others feel the same freedom they felt by paying off debt, getting on a budget and having savings in place. Part time to full time challenges The first challenge for most people is the transition to making it a legitimate part time business while maintaining their regular 9-5 job and family life. The biggest challenge is usually that [...]

By |2019-11-08T21:19:11+00:00November 8th, 2019|

Gamify your prospecting- an interview with Bill Luhrs

Most financial coaches agree that prospecting new clients is something they hate! And because prospecting is not fun we typically avoid it like the plague! But, in reality, we are probably missing out on being able to actually help people as well as leaving money on the table! Your business Bill Luhrs, a financial coach that focuses on retirement and self managed investing and also a Financial Coach Academy graduate, has taken the old, boring and tedious action of prospecting for clients and modernized it by making it a game! Watch this video of Bill being interviewed by Kelsa and [...]

By |2019-11-08T17:37:37+00:00October 29th, 2019|

How Many Financial Coaching Clients is Too Many? Here Are Three Considerations

It's a hard balance to figure out: How many financial coaching clients can you take on before you feel overworked and spread too thin? There's no magic number that works for everyone. At the height of my coaching, I was doing 40+ hours of just coaching sessions in a week (so 40 1-hour sessions probably), but I do not recommend that. I was pretty burnt out, and my business at that time was not scaled properly. Chalk it up to growing pains. But looking back now, I can say there are ways to help you figure out how many clients [...]

By |2019-08-31T20:22:22+00:00August 31st, 2019|

From One Experienced Financial Coach to Another: You Got Skills

It's not often this girl gets surprised during a client meeting, so I have to share something that happened last week. I've worked with this client (I'll call her Jenny) for probably 7 or 8 years. It’s been a long time. Jenny is amazing - she’s driven, coachable, honest, self-aware, giving, caring, you name it. Jenny is the best.  We have met every two weeks, if not more, for the better part of the last decade, so as you can imagine, I know Jenny pretty well and she knows me. Our journey together has been gratifying for both of us. [...]

By |2019-07-24T15:06:49+00:00July 24th, 2019|

Financial Coaches Unite 21-day Business-Boosting Challenge

CHALLENGE NOW CLOSED - CHECK BACK FOR OUR NEXT ONE! We are so excited for our 21-day Business-Boosting Challenge to kick off on July 15th!! 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 this challenge is perfect for you then! Every day there are a number of activities [...]

By |2019-07-15T22:58:20+00:00July 3rd, 2019|

5 Tips to Launch Your Financial Coaching Career

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 become a financial coach or have already started coaching clients, this article is for you.  Who can become a financial [...]

By |2019-09-24T15:51:38+00:00March 29th, 2018|