The #1 Way for Financial Coaches to Market their 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 |2026-03-28T14:39:07-07:00August 28th, 2020|
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Six Questions to Ask Yourself Before Investing in a Training

      How to know if an online program or financial coaching training program is right for you and your coaching business.   Online programs 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 programto 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 |2026-03-28T13:48:47-07:00June 7th, 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 |2026-03-28T15:24:32-07:00October 29th, 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 |2025-07-09T13:56:14-07:00April 23rd, 2018|
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