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5 Reasons I Believe Dave Ramsey is NOT a Financial Coach

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 [...]

By |2023-03-29T11:43:56-07:00March 30th, 2023|
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How to Get Financial Coaching Clients

One of the BIGGEST questions I get asked is, "How can I get clients?" Which is really your subconscious sneaky way of asking, "Is this whole financial coaching thing really sustainable?" It's totally normal and human to have doubts. Especially when you're taking the first baby steps toward something new. So allow me to ease all the panic that's probably running through your veins right now and give you the precise coordinates to client land. The 'Magic' Formula Everyone wants the golden ticket. The so-called proven strategy that will work every single time, guaranteed. Hate to burst your bubble friend, [...]

By |2022-11-14T22:19:49-07:00November 14th, 2022|
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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 |2023-01-24T18:21:13-07:00September 6th, 2022|
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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 |2022-08-16T15:40:35-07:00August 16th, 2022|
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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 |2022-08-15T15:18:00-07:00August 8th, 2022|
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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 |2022-04-21T19:14:06-07:00April 18th, 2022|
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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 |2022-02-08T19:03:57-07:00February 8th, 2022|
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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 |2022-01-13T18:25:02-07:00January 12th, 2022|
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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 |2023-05-05T15:03:03-07:00January 4th, 2022|
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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 |2022-01-04T16:53:30-07:00January 4th, 2022|
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