Why AI Makes Financial Coaches More Essential, Not Obsolete
The question isn't whether AI will replace us. It's how we're going to use it to become even better at what we already do.
From Content Creator to Coach: How Clear Invitations Transform Your Business
You can create the most beautiful, helpful content in the world, but if you're not inviting people to work with you, you're an educator, not a business owner.
How Financial Advisors and Coaches Create Winning Partnerships
In this interview, Brian shares his insights on how financial professionals can work together more effectively to better serve their clients.
Should You Coach Friends and Family? The Truth About Mixing Business with Personal Relationships
When you're just starting your coaching business, it's tempting to look at your inner circle for your first clients. But is mixing business with pleasure actually a good idea in the long run?
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.