The FCA cohort is one of the best parts of enrolling in the Financial Coach Academy™. Live coaching with me, Kelsa and your personal cohort (or other coaches who are working their way through the Financial Coach Academy™, too) are the secret sauce to your success.
Investing in yourself is unequivocally the fastest and easiest path to achieving the results you're after. Many of you have heard my personal journey with financial coaching (and for those who haven't, episode 33 is a must-listen), and we've seen firsthand how our clients benefit from the guidance of a financial coach. Yet, for many entrepreneurs, especially those new to business ownership, believing that their idea or desire to build a business is worthy of investment is a significant hurdle. Rest assured, it is. Today, I want to talk about the coaches we work with after they’ve finished [...]
How To Create and Execute The Vision You Have For Your Financial Coaching Business - And Life I take my job as the CEO of my company very seriously. But it took me a while to fully step into this role because imposter syndrome is a bitch. But the thing is, if you’re running a business of any kind, no matter the size, you too are a CEO. One of the things that helped me step into my CEO-ness was holding regular CEO Retreats for myself. I held my first CEO retreat back in May 2021 because [...]
Why The Debt Snowball Isn't Always The Best Way To Pay Off Debt When I started financial coaching more than 10 years ago, I had many clients who came to me and their number one goal was to get out of debt. Probably like many of your clients today. They'd tell me their financial info, I'd plug it into a debt snowball calculator, and it would spit out this beautiful, perfect debt payoff plan that I would then present to the client. And sometimes it would work. But you know what, sometimes it didn't. My client wouldn't stick to the [...]
Our Favorite Financial Coaching Books And Books For Financial Coaches It's that time of year! Summer is here, and it's time to start getting your summer beach reads ready to go. There is nothing better than sitting poolside in the warm sun and diving into a good book. While devouring a good Nora Roberts or James Patterson novel is a great way to spend the afternoon, we at Financial Coach Academy like to use the summer downtime to be students of our craft as well. We like to mix in some business and leadership motivation alongside the latest teen vampire [...]
Why Trust Is More Important To Your Clients Than A Credible Financial Coach Certification I have been a financial coach for more than a decade now. I’ve coached hundreds of clients in that time. And you know how many have asked me what certifications I have? Maybe two? I don’t have any financial coach certifications, and in this post I want to tell you why you don’t need them either, and why building trust is way more important than your certifications as a financial coach. Why You’re Looking For A Certification If you are a coach who’s considered [...]
It's already a new year. Can you believe it? That means the year is off to a busy start for most of us. So here’s the big question: What are you going to accomplish this year? Michael and I finished our annual planning meeting recently, and man, are we feeling jazzed about this year! Our planning meeting where we plot out the year and everything we want to accomplish. We look forward to this planning session every year because it provides us with an immense amount of clarity and direction as well as allowing us to rally the troops [...]
There are 160+ financial coach templates, worksheets and other materials included when you enroll in the Financial Coach Academy. We put a lot of work into designing and creating the Financial Coach Academy®, our signature online financial coach training program. Our goal when creating this program was to give aspiring coaches everything you need to become a financial coach, start your business and get your clients results. We knew that meant we needed to provide materials like worksheets, templates, questionnaires, scripts, and downloads for you to use in your financial coaching business. We believe we provide [...]
When you're just starting out as a financial coach, there's a lot to consider. That's why finding free financial coach training that is full of the best tips and resources around can feel like striking gold. It's the difference between conducting hours of endless Google searches and diving into content that feels like it was custom-made for you. And if you're a new coach, that probably feels better than wrapping up in your coziest blanket. If you're a coach who is at the start of your coaching journey, you have to decide who you want to coach. You need [...]
Many new entrepreneurs have fear about taking the next step in their business and a lot of the time this shows up as imposter syndrome. Wikipedia defines imposter syndrome as: "a psychological pattern in which an individual doubts their skills, talents or accomplishments and has a persistent internalized fear of being exposed as a "fraud"." Financial coaching is a relatively new career path and many financial coaches have no formalized education in finances, feel like their credibility will be questioned. But having a degree in finance does not make a financial coach. Most financial coaches have actually learned good financial [...]