Think Like a CEO Virtual Retreat

Attention Financial Coaches:

Are you ready to elevate your coaching business & step into your role as the CEO?

Hi, I’m Kelsa, founder of Financial Coach Academy®, and if we haven’t met yet, I take my job as the CEO of my company very seriously.

But that “seriousness” didn’t just happen — in fact, it took me a while to fully step into the CEO role because imposter syndrome is a b!tch.

And, if you’re running your business, no matter what your business is or its size…you are, by definition, the CEO. 

Being the CEO requires a different perspective and has different requirements than “just” being a business owner.

And if you’re the CEO, that means you need to think like a CEO, which means thinking beyond the day-to-day things.

As a CEO, it’s your job to lead, whether you’re a solo business owner or have a team of 100. You need to create the vision, get out of the weeds, and make sure that you’re focused on the things that are going to move the business forward.

…but if you haven’t done this kind of work before, you probably aren’t sure where to start, and it’s no wonder. This type of thinking isn’t something you’ll gain through any course, program, or book. You need to experience it with someone who can help you shift into this bigger thinking. 

Because as the CEO, you need to be expansive, to think BIGGER, to tap into the BIG vision for your business.

So, if you’ve…

  • been trying to think bigger in your business…but you’re not really sure what “bigger” means (at least to you)…

  • felt like you’re stuck in the weeds no matter what you do…

  • thrown so much “spaghetti” at the wall that you’re pretty sure you couldn’t untangle the ideas if you tried…

  • tested and tried out tactics that you’ve seen work for other coaches, but they’re not working well for you…

Then you very likely need the time and the space to take a step back, regroup & refocus.


I hold my own CEO retreat at least once a quarter. The thing I love about these retreats is that they always reveal something new.

They provide insights into what I want out of my life and business, clarity around what I need to get to the next step, awareness of the things I’m tolerating, and confirmation of the things that are holding me back.

It’s necessary work if I want to continue scaling and growing my businesses, which is why this Retreat is the only program I run each calendar year without any of our other coaches.

The CEO Retreat is that important to me.

Truth: Being the CEO of your financial coaching business requires a unique perspective and a particular skill set beyond simply being a business owner.

You need clarity & vision to steer your business toward greatness. Toward success. Toward a full client roster & expanding your team.

I went into the CEO Retreat thinking it would be a two-day dive into mastermind topics. I had no idea the kinds of things it would do for me. It pushed my thinking beyond the everyday goals and tasks and forced me to think about where I was really going with the business and how I wanted it to show up in my life overall. It was no longer “just” this little business I was doing. I really started to “OWN” it.

Julianne Miller

I’m thrilled to invite you to join me for the…

2024 Think Like a CEO Virtual Retreat

Hosted by Kelsa Dickey (that’s me!)

The Think Like a CEO Virtual Retreat is the focused space you need to make intentional decisions for your business & create the coaching practice you’ve always dreamed of!

This is a once-a-year opportunity for you to get unstuck, out of your own head, and focus on where you are going in your business. Where you want to go, who you want to help, and how you can get there.

Over my career, I’ve worked with coaches to help me with many things — from scaling and growing to attracting clients to mindset. The one thing that each and every single coach had in common? They brought experience with them because they were running the business I wanted to build. They’d already made the mistakes. They had insights that allowed the path to my goal to be shorter, so I could get there faster.

This is your chance to spend two days with me, a coach who is running the business you want to build so that you can expand your dreams and think BIGGER.

The CEO Retreat is perfect for financial coaches who are open to making real changes, personally and professionally, and…

  • want clarity around what they want and don’t want in their business

  • feel like something is standing in their way, but they can’t put their finger on it

  • want to take action in their life and business by discovering their drive and purpose

  • need to understand what is working and what is not

  • get excited about the idea of spending two full days doing self-reflection and journaling exercises

  • wish they had a repeatable process for how to do big-thinking work

Get excited to lean into the heart of your business & consider what you want it to be – not just now, but in the future.

The Details

Where is the Think Like a CEO Retreat held?

The CEO Retreat is held virtually, online, which means that you will work from the comfort of wherever you work best or are most inspired.

When is the Think Like a CEO Retreat?

The Retreat is two days: 2024 dates to be confirmed. Each day will begin at 7:00 a.m. Pacific Time (8:00 a.m. MT / 9:00 a.m. CT / 10:00 a.m. ET) and will wrap at approximately 3:30 p.m. Pacific Time (4:30 p.m. MT / 5:30 p.m. CT / 6:30 p.m. ET).

How Do I attend?

Once you purchase your virtual ticket, you’ll receive an email one month prior to the event that includes all the information you need to attend the sessions LIVE. I will kick off each morning, set the tone for the day, and facilitate the day’s exercises. You will have at least 5 hours of working time with me throughout the Retreat.

We’ll have ‘breaks’ between sessions where you’ll have time to work through the exercises at your own pace.

Do I need anything “special” to attend?

Because the Retreat is held online, there isn’t much for you to bring besides yourself, a positive outlook, something to write/journal in + your favorite pens/pencils/markers/etc.

Where you choose to attend the retreat does matter: ideally, you’d have a space where you can work uninterrupted and without distractions. Some of our past attendees have reserved hotel rooms, AirBnBs, or set very clear boundaries with their families to make this happen. Basically, you can attend from wherever you are as long as it’s a distraction-free space.

By the end of the Think Like a CEO Retreat, you’ll have a clear vision of what your business & your life need & how to take action to work toward that vision.

You’ll also experience the same process I use for my own quarterly CEO Retreats, so you can continue this important work on your own once a quarter, once a year, or as often as you’d like.

Join us for the 2024 Think Like a CEO Virtual Retreat

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