Financial Coaching Models Cheat Sheet: Pt 2
Discover various coaching models and techniques to guide client conversations and grow your financial coaching business. Download our free cheat sheet now!
Separating Business and Personal Finances: A Financial Coach’s Guide
As a financial coach, I've found that one of the most crucial steps in helping small business owners achieve financial clarity and success is separating their business and personal finances.
How to Spend Your Time as a Financial Coach
If you’ve ever felt like there’s not enough time to get everything done in your financial coaching business, listen in. With our tips, you can make those precious hours count!
Navigating the Client Journey: Maximizing Discovery Sessions
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?
Are Financial Coaches Needed?
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.
Embracing the Power of Self-Investment as a Financial Coach
Investing in yourself is unequivocally the fastest and easiest path to achieving the results you're after. Many of you have heard my personal journey with financial coaching (and for those who haven't, episode 33 is a must-listen), and we've seen firsthand how our clients benefit from the guidance of a financial coach. Yet, for many entrepreneurs, especially those new to business ownership, believing that their idea or desire to build a business is worthy of investment is a significant hurdle. Rest assured, it is. Today, I want to talk about the coaches we work with after they’ve finished [...]
Tackling Imposter Syndrome: A Financial Coach’s Guide
Get ready to shine a light on your own imposter syndrome fears and frustrations, and learn what you can do to shut it down for good (mostly).
The Gains Financial Decision Model
Discover the Gains Decision Making Model, a framework to make informed financial decisions focusing on potential gains. Transform your coaching approach today.
Shifting the Debt Payoff Focus with Clients
What if the primary focus of our financial coaching wasn't centered on debt payoff? This question might feel like a curveball, especially in a world where the narrative around personal finance often hinges on becoming debt-free. But stick with me here. This is a conversation worth listening to because it challenges the conventional blueprint of financial success and opens up a broader, more nuanced understanding of what financial wellness truly means. In my years of coaching through Fiscal Fitness Phoenix and leading the Financial Coach Academy®, I've had countless conversations with clients about their financial goals. A common [...]
What Does Great Financial Coaching Look Like?
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 [...]