What I’ve Learned About How Practitioners Actually Grow

Episode 147 | March 26, 2026 | 16:45 Most of us have a go-to answer when we think about professional growth. Another certification. A new framework. A course on a skill we want to develop. And none of that is wrong. Content has its place. I've built courses, I've taken courses, and I try to treat every episode of this podcast as a useful piece of that foundation. But there's a pattern I keep seeing in the coaches I work with, and honestly in my own journey too. We consume content and we feel inspired. But then we go [...]

By |2026-04-26T11:33:01-07:00March 26th, 2026|

What Your Client is Really Telling You When They Say “I just need to be more disciplined”

There's a sentence that shows up in financial coaching sessions all the time. Your client says some version of, "I just need to be more disciplined" or "I just need to be better." What you do with that sentence, whether you nod and move on or whether you pause and get curious, changes the entire direction of your coaching relationship.

By |2026-03-04T09:45:43-07:00March 5th, 2026|

How to Take Feedback

This episode walks through the three mindset shifts that change how you receive feedback, plus the actual systems we use at my companies to automate and analyze feedback without it derailing an entire day or week.

By |2026-01-21T14:20:23-07:00January 22nd, 2026|

How to Be a Financial Coach in 2026

Being a financial coach in 2026 means meeting people where they are, with the steadying energy and strategic clarity they need to navigate uncertainty. It means leading by example and having the courage to speak clearly about how you help. And it means using your financial mind not just to serve clients, but to build a business that can adapt, stay grounded, and keep serving people well.

By |2026-03-24T17:06:45-07:00January 8th, 2026|
Go to Top