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 |2026-03-28T15:17:43-07:00November 20th, 2020|
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The #1 Way for Financial Coaches to Market their Services (Video)

Financial Coach Kelsa Dickey talks about the BEST way to market yourself as a financial coach so you can have a steady stream of clients dying to work with you. This certainly isn’t the ONLY way to market yourself as a financial coach, but me and my team consider it to be a non-negotiable strategy. We know the most tried, tested, and true way to grow a sustainable, long-lasting financial coaching business is by building strong and real relationships with referral partners. Sure, that does not sound sexy at all.  Referral partners are certainly not a new idea. You probably [...]

By |2026-03-28T14:39:07-07:00August 28th, 2020|
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How to Make Money as a Financial Coach

There are plenty of ways to make money as a financial coach. As my own financial coaching practice 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 |2026-03-28T14:39:32-07:00August 7th, 2020|
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How to Reach Out to Prospects: Making Cold Calls to Warm Leads

Making cold calls to prospects and leads is challenging for most financial coaches. Here are a few tips and one major mental shift to make before picking up the phone.   We’ve been holding our 21-Day Challenge for financial coaches a couple of times a year over the past two years. It’s a friendly competition of sorts to help us and the other participating coaches do some lightning-fast growth and business-building over the course of 21 days. One of the tasks in the challenge is to call five people who have expressed an interest in coaching. And even though this has [...]

By |2026-03-28T14:41:49-07:00March 27th, 2020|
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Finding and Growing Referral Partnerships as a Financial Coach

Word-of-mouth is a terrific form of advertising for your financial coaching business. When your friend or even a friend-of-a-friend makes a recommendation about anything from their favorite shampoo to the next great restaurant, you’re more than likely going to remember it and are probably more likely to try it than you would have without that endorsement.  That’s why referrals are one of the most effective tools for building your financial coaching business. Having referral partners is like having a built-in sales team that already knows who your potential clients are and what you do. It’s a match made is business-development [...]

By |2026-03-28T15:15:22-07:00February 28th, 2020|
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Cold vs. Warm vs. Qualified: Know Your Leads, Know Your Growth

How to Get More Financial Coaching Clients Through Your Sales Funnel Owning your own business, especially if you’re just starting, will have you thinking a lot about leads. Where do your best leads come from? How can you get more? How can you move them quickly through your sales funnel? These are questions many an entrepreneur has pondered in the middle of the night. We qualify leads in one of three ways; cold, warm and qualified. How we classify each and how we gear our marketing and messaging toward them is different. Here’s how and why. Nurturing Cold Leads Cold [...]

By |2026-03-28T15:21:38-07:00December 10th, 2019|
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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 |2026-03-28T15:24:32-07:00October 29th, 2019|
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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 |2026-03-28T15:26:53-07:00August 31st, 2019|
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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 |2026-03-28T15:40:03-07:00July 24th, 2019|
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5 Tips To Start a Financial Coaching Business

How to Start a Financial Coaching Business 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 start a financial coaching business or have already started coaching clients, this article [...]

By |2025-07-09T13:55:04-07:00March 29th, 2018|
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