Referral Partners Archives - Financial Coach Academy

Partnering with Financial Advisors and CPAs

Unlike a financial advisors or accountants, as a financial coach, we work with a person’s day-to-day finances. That can look very different for many of us. We each have our own unique focus, approach, strategies we use, and ideal clients. (Don’t believe me? Check out the Many Faces of a Financial Coach blog series.) There are two other experts that help a person with their finances as well - CPAs and financial advisors. CPAs help an individual track and categorize expenses that already occurred (most likely business owners) and file their taxes for the prior year. Financial advisors are typically [...]

By | 2018-03-13T02:45:09+00:00 March 1st, 2018|

Financial Coaches Unite

A supportive Facebook community for aspiring and trained financial coaches!

Roll up your sleeves, ask questions, share ideas and learn from one another on best practices for running your financial coaching business! The more successful we are, the more people we can help and the better our world can become!