The Importance of Embracing Your Role As CEO

How To Create and Execute The Vision You Have For Your Financial Coaching Business - And Life I take my job as the CEO of my company very seriously. But it took me a while to fully step into this role because imposter syndrome is a bitch. But the thing is, if you’re running a business of any kind, no matter the size, you too are a CEO.  One of the things that helped me step into my CEO-ness was holding regular CEO Retreats for myself.  I held my first CEO retreat back in May 2021 because [...]

By |2022-09-06T16:46:39+00:00September 6th, 2022|

Financial Coach, 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. [...]

By |2022-08-16T15:40:35+00:00August 16th, 2022|

A Step-by-Step Approach For Financial Coaches to Coach Clients on Debt Payoff

Why The Debt Snowball Isn't Always The Best Way To Pay Off Debt When I started financial coaching more than 10 years ago, I had many clients who came to me and their number one goal was to get out of debt. Probably like many of your clients today. They'd tell me their financial info, I'd plug it into a debt snowball calculator, and it would spit out this beautiful, perfect debt payoff plan that I would then present to the client. And sometimes it would work. But you know what, sometimes it didn't. My client wouldn't stick to the [...]

By |2022-08-15T15:18:00+00:00August 8th, 2022|

Four Ways To Market To A Bigger Audience With One Blog Post

How to Repurpose and Market Your Financial Coaching Blog Posts Not everyone loves to write. And if you don't like writing, sitting down to write a blog post a week or whatever the commonly held best practice is now, is going to feel very daunting. But if you love writing, sitting down to pen a blog post might be a better way to market yourself then posting on YouTube or creating a super fun Instagram Reel. If you do like writing and blog posts are your jam, you're in luck because that blog post can be the jumping off point. [...]

By |2022-04-21T19:14:06+00:00April 18th, 2022|

How can I get a discount on the Financial Coach Academy?

Why The Cost Of The Academy Today Is The Discount Price The only discount we offer on the Financial Coach Academy is for veterans, active military, retired military or if your spouse is active military. If you fit that criteria, simply email us, and we’ll give you a 10% discount on the Academy. We’ve got you covered and would love to show you our appreciation for you. Thank you for your service.  If you don’t fit any of the descriptions above, I’m sorry if you’re feeling disappointed.  But, here’s the nice thing about knowing that you won’t find a discount [...]

By |2022-02-08T19:03:57+00:00February 8th, 2022|

You Don’t Need a Financial Coach Certification

Why Trust Is More Important To Your Clients Than A Credible Financial Coach Certification  I have been a financial coach for more than a decade now. I’ve coached hundreds of clients in that time. And you know how many have asked me what certifications I have? Maybe two? I don’t have any financial coach certifications, and in this post I want to tell you why you don’t need them either, and why building trust is way more important than your certifications as a financial coach. Why You’re Looking For A Certification If you are a coach who’s considered getting a [...]

By |2022-01-13T18:25:02+00:00January 12th, 2022|

The Importance of Annual Planning for Your Financial Coaching Business

It's already a new year. Can you believe it? That means the year is off to a busy start for most of us. So here’s the big question:  What are you going to accomplish this year?  Michael and I finished our annual planning meeting recently, and man, are we feeling jazzed about this year! Our planning meeting where we plot out the year and everything we want to accomplish. We look forward to this 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 [...]

By |2022-09-14T15:05:35+00:00January 4th, 2022|

Four Simple Strategies for Getting Paying Clients From a Free Presentation

When it comes to your free presentation, do these four things to increase your leads and get financial coaching clients. Paid gigs are great, but don’t let the lack of a speaker fee set you back. Free presentations are a great way to market yourself, make connections, and yes, even get paying clients. Don't assume that just because someone is hearing you speak at no cost, they aren’t interested in paying for your services. Here are four simple strategies I use (and one bonus tip!) to get paying clients from a free presentation. Talk About Your Coaching Program A Lot [...]

By |2022-01-04T16:53:30+00:00January 4th, 2022|

What To Do And Say When A Client Backs Out Of Working With You

Our Best Strategies For Dealing with Clients Who Change Their Minds The high of having a client say yes to financial coaching is thrilling. But if you coach long enough, you're going to have some of those yeses flip to "No, thank you." A client who previously said they wanted to work with you and was gung-ho to start after your last interaction could send you a message a few days later saying the opposite. Clients can change their mind. What's the best way to handle this? What can you say? How do you not let this letdown drag you [...]

By |2021-10-06T20:01:01+00:00October 6th, 2021|

Helping Your Client See Their New Financial Identity (Free Download)

How Having Your Client Reframe Their Financial Identity Can Lead To Greater Buy-In and More Progress When a client shows up to their coaching session and has completely fallen off track, this isn’t necessarily a sign that they aren’t committed. Oftentimes this is a sign of disconnect with their financial identity. It's a lapse between who they see themselves being today and who they want to be. Paying attention to money, planning ahead, and updating your budget to this type of client is just another “to do” they have to get through. Without a strong connection to the [...]

By |2021-09-15T20:26:31+00:00September 15th, 2021|
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