Tired of the Client-Acquisition
Hamster Wheel?

Make 2023 your breakthrough year with our
proven client-attraction system for financial coaches.

Registration for the 2023 Client Creator Challenge is closed, but if you would like to be notified when we run it again in 2024, join our waitlist.

Join The Client Creator Challenge Waitlist!
Want to be the first to know when registration opens for the 2024 Client Creator Challenge? Enter your info below.

You’re a really, really good financial coach. Probably one of the best. But you’re frustrated with the time, energy, and frustration of finding new clients – ones who you love working with. 

If you’re DONE with…

  • 5+ social media posts every.single.day.

  • DM’ing random profiles while 🤞🤞🤞

  • Cold pitching local (and virtual) businesses

  • Attending lunch & learns…and leaving hangry

Then you’re going to LOVE this. 


The 2023 Client Creator Challenge

In 2021, the coaches who finished the challenge averaged $2,897
in NEW CLIENT revenue per coach!

In 2022, 28 (totally awesome) financial coaches added 147 BRAND NEW CLIENTS to their rosters, generating an average of $6,625 in NEW revenue per coach!

that’s a pretty awesome return on their investment, wouldn’t you say?

When you join The Client Creator Challenge, you’re going to…

  • create a client attraction system that works! WIN!

  • build better, more reliable habits! WIN!

  • get more clients! WIN!

Just imagine what your business will look like with a proven, tested client-attraction system that actually works (and you enjoy!)…

  • No more spinning your wheels reviewing posts, second-guessing that DM-convo that abruptly stopped

  • No more chasing people who aren’t interested.

  • No more free speaking engagements, summits, or lives (unless you LOVE them, of course!).

Over 90 days, we’ll gather as a client-getting community, supporting you, guiding you, and building real relationships.

When you join the challenge, you’ll receive…

  • An exclusive, challenge-members-only Facebook group where real-time coaching happens (a $1,000 value)

  • Weekly mindset coaching with Kelsa (a $9,000 value) 

  • A Monthly Q&A call with all of the coaches participating in the challenge (a $5,000 value)

  • Weekly social media prompts (and ideas to get your creativity flowing!) (a $3,000 value)

  • Access to email scripts, conversation starters, and even a daily affirmation (a $7,000 value)

That’s a $25,000 value!!

And you can join us for just ONE single payment of $25,000 $997.

After 7 years as a financial advisor and corporate accountant, I realized that I didn’t want to sell investments and insurance or deal with corporate red tape. I wanted to go after my real passion – helping people with their day-to-day finances, something I truly loved. So in 2010, I quit my corporate job, which was draining my life force and affecting my marriage so that I could start my own business as a financial coach.

At the time, NO ONE was doing what I wanted to do (and there are still very few), so I had to start from scratch. I worked out of my den helping friends and my family and created most of my own systems and processes. These same systems and processes have helped launch me as a nationally recognized financial coach.

…when we say you’ll get results, we mean it. In 2022:

What will YOUR stats look like?

Questions? We’ve Got Answers…

The Client Creator Challenge is open to any coach looking to get more clients (so everyone?). We start in January with a (really fun!) kick-off party, and a few days later, we go to work as the Challenge starts. It goes for 90 days.

And while this is a challenge, let me stress the only person you’re in competition with is yourself.

You’ll set benchmarks and goals that are motivating to you. Your goal can be to make $200 or $20,000, to get two clients or 20 clients. The number doesn’t matter.

YES…if you put in the time and effort.

Part of what creates a more reliable stream of prospects is building consistent outreach habits. One of the many benefits of doing the Client Creator Challenge is building those habits.

By creating a system and working it throughout the Challenge, you’ll get clear on what does and doesn’t work for you. You’ll also be able to identify and fix weak points in your sales process. You’ll gain insight into your leads, prospects, clients, and ideal clients that you might not have on your own.

I’ve compiled a bunch of resources (including some training videos and documents from the Financial Coaching Academy!) into the How-To and FAQ Guide for the challenge. It’s a 28-page document that includes creating content that converts, forming strategic partnerships, performing 1:1 with referral partners, and prompts for 12 weeks worth of social media posts. You’ll have no shortage of things to post about!

This document will serve as your guide throughout the challenge (in addition to all of the awesome coaching I mentioned above). And it’s yours to keep.

Throughout the Challenge, you’ll track your progress. We have a results-driven scorecard that you’ll update weekly with your numbers – efforts, offers made, and sales. By filling it out through the challenge, you’ll get useful client data and know instantly if you’re on track to meet the goals you set.

And when you do, we’ll reward you for your efforts because it’s the effort that counts. We want those efforts to turn into habits that turn into new clients.

This challenge is open to any financial coach wanting to get new clients and create a system for consistently getting clients.

I will say, though, if you’re brand spanking new to coaching or if you’re a new Academy enrollee, now might not be the best time to do the challenge. Unless you’re ready to take some serious messy action, then, by all means, go for it!

Also, if you’ve got a big event happening in the next 90 days or are going on a sabbatical starting in February, maybe skip it this year. If you’re not sure, drop us an email, and we’re happy to help you decide.

If you’re ready to…

  • Create a reliable system to get more clients.

  • Build better client outreach habits.

  • Increase your revenue.

  • And most importantly, help more people! (That’s what we’re all here for right?)

Join us!