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.
Finding Purpose Beyond Wealth: Key Insights from Dr. Jordan Grumet
This week on the podcast, Jordan, a hospice doctor, shares what people actually regret at the end of their lives (hint: it's never about not having enough money).
7 Steps to Effectively Train Your Assistant and Focus on Coaching Clients
You've taken the leap and hired someone to help with administrative tasks. Great! But now what?
Making Your First Paid Coaching Sessions Amazing
Your first paid session isn't just about the technical aspects of financial coaching. It’s also about making your client feel seen, heard, and capable of change.
Website Essentials: Building Your First Coaching Website
When you're starting a coaching business, everyone tells you that you need a website. But what they don't tell you is exactly what that website needs—or more importantly, what it doesn't need.
Building a Coaching Business: Celebrating 100 Episodes with Real Questions
I wanted to do something special to give back to you. Sometimes you have questions that don't fit into a full episode, or maybe you're waiting weeks to hear about a specific topic. So we went straight to you and asked what you really wanted to know.
Delighting Clients: Creating that Memorable First Impression
You don't need perfect systems to start helping clients, but you should consistently add and improve these touchpoints over time. Your attention to these details will help create an exceptional experience for your clients while building a sustainable coaching practice.