When Your Emergency Fund Creates More Stress Than Relief
In this session, we talk about the difference between emergencies and Whammies, how to build SpendFuture™ accounts, and what it means to move from a false sense of security to a real one.
How to Create Buy-in: The Framework for Lasting Financial Change
The data is clear. Most people don't share our natural appetite for detail, structure, and certainty. So the more we adapt our content to match their way of taking action, the more likely they are to actually follow through.
The Missing Piece of Financial Change: The Conative Mind Explained
Today, we're introducing the missing piece that explains why people don't take action even when they know what to do and even when they feel supported.
Why People Don’t Take Action With Money (and How to Fix It)
There is no shortage of information available to anyone struggling with money. And yet, people are getting more stressed about money, not less.
Empowering Your Clients: Moving Beyond Information to Real Change
Have you ever had a client who nods along in every session, says they understand everything, but comes back the next week having made little to no progress? This is one of the most common frustrations coaches face, and it points to a fundamental misunderstanding about what clients actually need.
Raising the Standard: The Future of Financial Coaching
Here's what I've learned since then: financial coaching isn't financial literacy with a new label. It's not about spreadsheets or simple accountability. It's money made human™.
Why People Don’t Pay for Financial Coaching (and What They DO Invest in)
This struggle is costing coaches clients every single day. The question that gets to the heart of this issue is this: Should you highlight financial coaching itself, or should you be talking about the transformation your clients experience?
Should You Add More Services to Your Financial Coaching Business?
Your job, coach, is to focus on that one thing before you even think about adding services. Coaching is about showing up with compassion, curiosity and clarity, so clients actually follow through, sustain changes and even enjoy the process along the way.
Why Your Q&A Calls End in Crickets: Stop Coaching and Overselling on Discovery Calls
If you make these simple changes, your Q&A calls are going to convert more effectively. You're going to get through to those prospects to let them know they're in the right place, and they're going to be much more excited to take action, rather than leaving you hanging in limbo.
Why Fear of Failure Is Quietly Destroying Your Coaching Business (And How to Fight Back)
At the root of this is a fear of failure, and it's showing up in ways that might surprise you. It's creating this cycle where you're avoiding taking meaningful action because you're terrified about not getting it right.