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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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How To Batch Create, Schedule, and Streamline Social Media For Financial Coaches

Tips For Financial Coaches On Creating Consistent Social Media Content Social media can be a great asset when it comes to marketing your financial coaching services, course, or business. But it can be a double edged sword. Content creation can and will demand so much of your time, especially if you don’t have the right apps and know some key tricks. How To Prioritize Your Social Media Creation Time There’s an app for everything nowadays. And that’s definitely true when it comes to social media management and content scheduling. You can use several different apps (such [...]

By |2022-06-02T15:48:59-07:00June 2nd, 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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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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32 Tips and Tricks to Boost Your Social Media Efforts

Dying to learn how you can streamline your social media marketing efforts? Do you often wonder- "Are there faster ways to be doing this?" or "Could I be leveraging my content better?" Well then I have the perfect resource for you.Let me set the stage.Every month in the Official Financial Coach Mastermind, we choose an area of our business to focus on. This month the theme was social media marketing. We do live coaching calls throughout the month and each one looks a little different. Sometimes it's a general Q&A session and other times the meeting serves a very [...]

By |2022-06-02T15:53:20-07:00February 19th, 2021|
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Kelsa coaches a brand new financial coach through crafting their “Why Story”

Many new entrepreneurs have fear about taking the next step in their business and a lot of the time this shows up as imposter syndrome. Wikipedia defines imposter syndrome as: "a psychological pattern in which an individual doubts their skills, talents or accomplishments and has a persistent internalized fear of being exposed as a "fraud"." Financial coaching is a relatively new career path and many financial coaches have no formalized education in finances, feel like their credibility will be questioned. But having a degree in finance does not make a financial coach. Most financial coaches have actually learned good financial [...]

By |2020-10-09T18:02:18-07:00October 9th, 2020|
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Kelsa Interviews Instagram Expert, Jen Dufore

Marketing yourself as a financial coach is one of the hardest parts about becoming a solopreneur and financial coach. Have you ever considered using Instagram to market yourself as a financial coach? While referral partners are our number one choice for building consistent sources for new clients, there is something to be said about social media as a supplemental source of clients. There are so many options for social media platforms. Facebook, Youtube, Instagram, Reddit, etc. All of them have different pros and cons. There are some very important things to consider when deciding on social media platforms to tackle. [...]

By |2020-09-23T21:58:44-07:00August 28th, 2020|
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The #1 Way for Financial Coaches to Market their Business and 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 |2020-09-23T21:59:31-07:00August 28th, 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 tremendous [...]

By |2020-09-17T20:24:16-07:00March 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 |2020-09-17T20:24:54-07:00February 28th, 2020|
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