THE FINANCIAL COACHING SYMPOSIUM

FOLLOW YOUR PASSION. BECOME A BETTER COACH. CHANGE THE WORLD. 

Spring 2023

Join Us for the 2023 Financial Coaching Symposium – Happening April 2023

JOIN US FOR THE ANNUAL

The Financial Coaching Symposium is a two-day financial coach training event designed to up your game and take your business to the next level.

Get two full days of training for financial coaches by financial coaches on everything from coaching strategies to sales to marketing to content and program design. We cover a lot, so we can guarantee you’ll learn a lot, no matter if you’ve been in business for 5 days or 5 years.

Surround yourself with people who see you for the financial coach that you are. And then watch what that does for your confidence, your business, and your clients.

“The Symposium was like a hit-the-ground sprint. Coming here has given me the opportunity, the information, the encouragement, the roadmap to really get myself feeling like I’m in action mode. It reignited my passion of why I’m doing this.”

WHAT TO EXPECT FROM THE SYMPOSIUM

TANGIBLE RESULTS

You will not leave this conference with a list of things to do: You will leave this conference with a list of things already accomplished.

We have all been to conferences where you sit in a large room, listen to a parade of speakers, take booklets full of notes, and leave with a ton of ideas to execute on your own. We want you to put into action what you’ve just heard and create something right after you’ve been inspired by a speaker or learned a new skill. Real learning comes from doing and the Symposium will have you learning and doing.

EXPAND YOUR NETWORK

Come ready to work, grow your coaching network, learn from your peers, and evolve your coaching business.

We have seen time and time again at the Symposium how the individual experiences and knowledge each person brings can elevate everyone’s business. While we will have our team of experts on hand to answer your questions and provide coaching, the true value will be working on your business with 40 other financial coaches right by your side or online in breakout rooms.

LEVEL UP YOUR BUSINESS

Your whole business will benefit from attending the Symposium.  

Attendees get advice and guidance from the entire Financial Coach Academy team as well as professionals in our network about how to improve every facet of their business. In addition to learning how to be a better coach and serve your clients really well, we cover a whole host of other business-related items. Talk to a professional marketer about your website. Get practical tips for raising your prices, making your systems run efficiently, and hiring help. Learn about marketing and social media strategies that work. We want to not only help you be a better financial coach. We want to help you refine your whole business.

Get on the waitlist!

Sign up below and be the first to get notified when we open registration for the 2023 Financial Coaching Symposium.

Join Us At The 2023 Financial Coaching Symposium!

Get notified when registration opens!

Location

Phoenix, AZ, U.S.A.

Date: April 28 – 29, 2023

Past Attendees

Testimonials From Past Attendees

Testimonials From Past Attendees

Topics and Sessions at the Symposium

We know there are plenty of options when it comes to investing in your business. We strive to make the Symposium worth every penny and then some. The Symposium is structured to give you a mix of inspirational and informative speakers, time to brainstorm and work on your business, and the opportunity to interact and bond with fellow financial coaches. Our goal is to have you leave the Symposium full of ideas, ways to implement them, and a network of coaches who are ready to cheer you on.

Some of the topics we’re covering:

  • How to Make Your Business Work for YOU with Michael Dickey
  • Create Recurring Income By Landing Corporate Clients, with Shane Robson-Smith from Workplace Money Coach
  • All Things Social Media Marketing (including making reels!)
  • Create Your Perfect Content with M. Shannon Hernandez 
  • A breakout session for sales conversations (including practice with other coaches!)
  • A breakout session for raising your prices and owning your value as a coach
  • How to Cultivate the Ultimate Client Experience with Kelsa and Jill
  • Using Software With Your Clients with Shane Walker of Qube Money
  • Transitioning to Full-Time Coaching and the Journey to $100k – a panel discussion with four coaches
  • Build a Winning Email Nurture Sequence with Amy Royce
  • Find and Establish Your Niche – a panel with three financial coaches
  • Grow Your Team (Breakout Session)
  • Create Efficiencies Through Systems and Automations (Breakout Session)

WANT TO DIVE DEEPER?

Kickstart the Symposium with the 

Roadmap to Profitability VIP Experience

“If it were not for this VIP event, I don’t think the major events and decisions in my life would have transpired. Just having a small team guide and lead me through the exercises was immensely valuable and helped me see my business in a whole new light. And sharing that with other like-minded entrepreneurs in an intimate setting where brainstorming, validation, and encouragement was given made the event over the top!”

-2019 VIP Attendee

WHAT IT IS

The Roadmap to Profitability VIP Experience is a small-group, day-long workshop lead by Kelsa and Michael Dickey. Step behind the curtain and learn their system for creating and executing reliable, revenue-generating ideas for your business year-after-year. Having built and run a successful financial coaching business over the past decade, they will lead eight financial coaches for this day-long session that is designed to kickstart your Symposium and plot your business’ growth over the next year. 

WHAT YOU WILL DO

Brainstorm and make an execution plan for some of your biggest and boldest business ideas. Kelsa and Michael will help you plan and plot out all of the steps and actions to make your next big business initiative a success.

WHO SHOULD ATTEND

Anyone who has a specific idea or initiative they want to execute over the next year – be it a new program, noteworthy event, or becoming an industry-recognized brand. If you’re looking for one-to-one guidance in a small group setting, you will love the VIP Day. 

Experience the Financial Coaching Symposium

Buy the Virtual Pass and watch the all of the sessions and training on replay as often as you want. Get the 2022 Virtual Pass now, and we’ll send it to you as soon as the recordings are ready! We expect that to be around the end of May. 

GET THE 2022 VIRTUAL PASS – $149
BUY THE 2019 SYMPOSIUM VIRTUAL PASS – $149
BUY THE 2020/2021 SYMPOSIUM VIRTUAL PASS – $149

Where To Stay

We are downright giddy that the 2022 Financial Coaching Symposium will be held at the Saguaro Hotel in Scottsdale, Arizona.

You can stay at the hotel (see you at the hammocks!) or if you’d prefer to stay somewhere off site, there are AirBNB options aplenty. Connect with your other coaches and find a house or apartment to rent.

PRICING AND REGISTRATION

We offer two ways to attend the Symposium live in-person or via a live simulcast. Attend the Symposium in-person with us in Arizona or from the comfort of your own home. Either way, you’re guaranteed the same great programming and all the benefits that come from attending and interacting with us and your fellow coaches in real time.

IN-PERSON SYMPOSIUM TICKET: $897

In-person attendance at Financial Coaching Symposium is open to the first 40 registrants. Registration includes:

  • In-person admission to the full conference
  • Printed materials
  • An amazing swag bag
  • Access to the virtual pass after the event
  • A welcome happy hour on Thursday
  • Healthy lunch and snacks provided each day 
  • A bonus Sunday Fun Day!

VIRTUAL SYMPOSIUM TICKET: $397

Virtual attendance at Financial Coaching Symposium includes:

  • Access to the two days of training in real time
  • All materials and workbooks provided to attendees
  • Breakout rooms and programming to help you network and get to know the other virtual attendees
  • Swag and other goodies
  • Access to the virtual pass after the event

VIP DAY TICKET (add-on): $997 + IN-PERSON SYMPOSIUM TICKET

The Roadmap to Profitability VIP Experience is limited to eight people. It is open to all Symposium in-person attendees and available on a first come, first served basis. 

We have so much fun at the Financial Coaching Symposium.

How much fun, you ask? This much fun.

Questions about the Symposium? 

Email us at FCA@fiscalfitnessphx.com or fill out our contact form.