The Low-Down on Financial Coaching Trends in 2024
Hey there, financial coaches! Let's chat about some of the cool shifts happening in our field right now.
How to Get More Referrals from Your BNI Membership
Starting out as a financial coach, I quickly realized the power of networking. I joined BNI, a global networking group, and what I found (and learned) was invaluable.
Real Talk on Social Media for Financial Coaches
My message to you is this: find your own way with social media. What matters most is connecting with people in a way that feels right and energizing to you.
Mapping Out Client Next Steps
Understanding your client's experiences, your own journey, and building the right business systems is key to a profitable and fulfilling coaching practice.
The Financial Coaching Program: What’s Next?
Your client journey is everything. It’s the path your clients take to make progress and get results.
The Power of a Coaching Program in Financial Coaching
Let’s explore why a program works best for you, your business and also for your client.
[BONUS] Behind the Scenes: A Real-Life Financial Coaching Session
Experience a live financial coaching session in our latest podcast. Get insights and practical tips to enhance your financial coaching skills.
Hosting the Discovery Session for Financial Coaches
Your Discovery Session is the start of your clients’ paid journey with you, and it’s time to wrap your arms around what they have going on and help them to see a path forward.
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?
Before the Discovery Session for Financial Coaches
Let's explore how to elevate your financial coaching business by following a structured client journey.