When Clients Call You Their “Financial Therapist”: Setting Professional Boundaries
Have you ever had a client introduce you as their “financial therapist” or thank you for their “financial therapy” session?
Why Doing More Marketing Isn’t the Answer (And What to Do Instead)
Marketing is rarely an overnight success story. It's about consistent improvement over time.
How to Stop Controlling Your Financial Coaching Clients (And Why It’s Hurting Their Growth)
Every financial coach needs to hear this, especially the ones who really care about their clients. It's about the illusion of control, the idea that if we just explain something the right way, or push a little harder or steer our clients towards what we know is the right decision, that we can somehow control the outcome. I get it. I've done it. I've tried to talk clients out of certain decisions. I've convinced myself that it was my job to protect them, but if I'm being honest, like really honest, what I was doing wasn't about them, it [...]
Finding Your Authentic Voice as a Financial Coach
Somehow we’ve lost the art of creating our own ideas, finding our authentic voice, and being ourselves as financial coaches. And it’s something I’ve been wanting to address for too long.
Difficult Conversations: Tough Talks That Build Trust
In the Financial Coach Academy®, we've found that mastering difficult conversations is often what separates successful coaches from those who struggle to build sustainable businesses.
Why Leverage Email Marketing Over Social Media
If you’ve been focusing all of your marketing efforts on social media, this might just change your entire approach. Honestly, I kind of hope it does.
From Hesitant Accountant to Confident Coach: Finding Her Way
Listen in to hear how finding your own path, even when it's messy, leads to both personal fulfillment and a thriving practice that genuinely serves others.
Beyond Goodbye: How to Transform Past Clients into Your Biggest Growth Engine
Remember, the end of a coaching program isn't the end of the relationship. It's just the beginning of a new phase that can be incredibly rewarding for both you and your clients.
5 Essential Systems to Streamline Your Financial Coaching Business and Reclaim Your Time
At some point, you'll begin to experience frustrations in your business or notice certain things, and that's when it's time to invest time, effort, and probably some money into your systems.
The One Marketing Strategy All Financial Coaches Need
In this episode, I'm sharing why email marketing needs to be the absolute foundation of your financial coaching business—not social media.