When you’re just starting out as a financial coach, it’s pretty standard that your first clients will be the people in your life—your friends and family. They’re your initial cheerleaders. But, as you’re getting your feet wet, you need to begin branching out. This means getting into conversations about what you do with people beyond your inner circle.

Getting the Word Out – By You

Self-promotion might feel a bit awkward at first, but it’s all about putting yourself out there and telling people what you do.

Local Networking and Business Groups: Get involved with local networking groups. This isn’t just about handing out business cards, but about making connections that could lead to future partnerships.

Workshops and Presentations: Use any chance to share your knowledge, whether it’s running a session at your local library or speaking at community groups or professional gatherings. These spots are gold for showing your expertise and getting to know potential clients.

Leveraging Various Platforms: Talk about what you do in any space you can. Be a guest on a podcast, do a live Q&A on social media, or get involved in interviews. It’s all about visibility—both on your platforms and others.

Email Lists and Freebies: Start building an email list. Give away useful tips or tools to get people interested and engaged with your coaching style.

Strategic Social Media Use: Being active on social media is key. Whether you’re using Instagram, LinkedIn, or TikTok, focus on building real conversations and connections. And if you’re thinking about paid ads, be picky. It’s better to have fewer, quality leads than a bunch of people who aren’t really interested.

Developing an Online Home Base: When you’re new, a website with a blog might not be your first step, but it’s something to build toward. Combining a solid website with active engagement on social media can be a winning strategy.

Amplifying Your Message – By Others

Encouraging Client Referrals: In the long run, your best clients will often come from referrals. It takes time to get there, but once you do, these referrals can be your main source of business.

Collecting Feedback and Building Advocates: Don’t shy away from asking for reviews and testimonials. Positive feedback is like gold dust for your reputation.

Cultivating a Network of Referral Partners: Partner with others who can recommend your services. This could mean aligning with others in the financial sector who aren’t direct competitors.

Leveraging Friends and Family, Quirks and All: Friends and family might not always get your title right, but they’re great at spreading the word in their own unique ways.

Professional Networks That Fit Your Niche: Joining groups specifically related to your niche can make you the first person people think of when they need financial coaching.

Tips to Keep in Mind

Embrace the New You: Identifying as a financial coach can feel like a big change. It might be a bit like trying out a new style—you’re not sure if it fits, but the more you wear it, the more ‘you’ it feels.

Practice Makes Perfect: Talking about your new role can start out feeling stiff and unnatural. But the more you do it, the smoother it gets. So keep at it!

Clear and Confident Messaging: When you’re online, your message needs to cut through the noise. Be clear about what you offer and why it’s valuable. Keep tweaking how you introduce yourself until it feels just right.

Show Off Your Client Successes: When your clients do well, it reflects well on you. These success stories are what will get people talking and, in time, sending referrals your way.

Finding Your Niche: Narrowing down your focus helps you figure out who to talk to, where to network, and how to craft a message that really hits home.

To wrap it up, the heart of building your business is about putting yourself out there and talking about what you do. It’s through these conversations that you’ll start to see your client list grow. Just remember to stay true to who you are, keep it real, and the right clients will come.