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A New and Improved Academy is Coming in 2021

We launched our signature course, the Financial Coach Academy, in 2015 because there was a problem with financial coach training. The programs we took were either too general or too rigid, promising that the only way to succeed as a financial coach was by following an exact blueprint laid out by the instructors. That didn’t work for us.  We had found a lot of things that did work for us though over nearly a decade of running our financial coaching business. We created systems, processes, and general how-tos that made for a framework where anyone could build a successful coaching [...]

By |2022-10-03T18:34:08-07:00December 8th, 2020|
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Kelsa coaches a brand new financial coach through crafting their “Why Story”

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 [...]

By |2020-10-09T18:02:18-07:00October 9th, 2020|
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The #1 Way for Financial Coaches to Market their Business and Services (Video)

Financial Coach Kelsa Dickey talks about the BEST way to market yourself as a financial coach so you can have a steady stream of clients dying to work with you. This certainly isn’t the ONLY way to market yourself as a financial coach, but me and my team consider it to be a non-negotiable strategy. We know the most tried, tested, and true way to grow a sustainable, long-lasting financial coaching business is by building strong and real relationships with referral partners. Sure, that does not sound sexy at all.  Referral partners are certainly not a new idea. You probably [...]

By |2020-09-23T21:59:31-07:00August 28th, 2020|
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Financial Coaches Beat the Heat 21-Day Business Boosting Challenge

We are so excited for our Beat the Heat 21-day Business-Boosting Challenge to kick off on July 10th! It's just 21-days long --->You can do ANYTHING for 21 days!! :) We are on a mission to empower financial coaches like you to up-level your business, achieve greater results with your clients and overall, grow as an entrepreneur and as a person! Chances are, you excel with a little bit of friendly competition and positive peer pressure - well, then this challenge is perfect for you! Every day there are a number of activities to complete in order to earn points. [...]

By |2020-06-18T19:44:07-07:00June 18th, 2020|
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Six Questions to Ask Yourself Before Investing in a Training Program or Online Course

      How to know if an online course or financial coaching training program is right for you and your coaching business. Online courses these days are like belly buttons: Everybody has one. You can take classes on anything and everything from marketing to time management to the perfect YouTube lighting setup.  Depending on where you are in your financial coaching career, you might consider taking a course to uplevel your business. But how do you decide which course? And how can you tell if it's worth your investment as it relates to both your time and money? Here [...]

By |2020-06-07T16:49:42-07:00June 7th, 2020|
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Financial Coaches Unite 21-day New Year Challenge

We are so excited for our 21-day Business-Boosting Challenge to kick off on January 15th!! It's just 21-days long --->You can do ANYTHING for 21 days!! :) We are on a mission to empower financial coaches like you to up-level your business, achieve greater results with your clients and overall, grow as an entrepreneur and as a person! Chances are, you excel with a little bit of friendly competition and positive peer pressure - well this challenge is perfect for you then! Every day there are a number of activities to complete in order to earn points. Most of these [...]

By |2020-01-03T17:12:04-07:00January 3rd, 2020|
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Gamify your prospecting- an interview with Bill Luhrs

Most financial coaches agree that prospecting new clients is something they hate! And because prospecting is not fun we typically avoid it like the plague! But, in reality, we are probably missing out on being able to actually help people as well as leaving money on the table! Your business Bill Luhrs, a financial coach that focuses on retirement and self managed investing and also a Financial Coach Academy graduate, has taken the old, boring and tedious action of prospecting for clients and modernized it by making it a game! Watch this video of Bill being interviewed by Kelsa and [...]

By |2019-11-16T16:46:34-07:00October 29th, 2019|
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Financial Coaches Unite 21-day Business-Boosting Challenge

CHALLENGE NOW CLOSED - CHECK BACK FOR OUR NEXT ONE! We are so excited for our 21-day Business-Boosting Challenge to kick off on July 15th!! It's just 21-days long --->You can do ANYTHING for 21 days!! :) We are on a mission to empower financial coaches like you to up-level your business, achieve greater results with your clients and overall, grow as an entrepreneur and as a person! Chances are, you excel with a little bit of friendly competition and positive peer pressure - well this challenge is perfect for you then! Every day there are a number of activities [...]

By |2019-07-15T22:58:20-07:00July 3rd, 2019|
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Can your clients see your eyes? Tips for lighting your virtual appointments.

Can your clients see your eyes and other non-verbals during their virtual appointment? I finished up a busy morning of virtual appointments today and thought of the big difference between virtual and live client coaching meetings.  Non-verbal communication can be extremely difficult when you are working virtually. Non-verbal communication is key... It can be hard to see clients' reactions and get an insight into how they are really feeling.  Also, clients may not be able to see your face or your eyes to see your reactions to what they are saying!  They want to see the elation in your eyes [...]

By |2018-04-23T22:58:05-07:00April 23rd, 2018|
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