Get New Financial Coaching Clients and A System for Getting More Clients

Clients are the lifeblood of any financial coaching business. Yet a lot of coaches feel like they have very little control over getting new clients. They think they need an endless stream of referral sources, five social media posts a day, and weekly marketing emails to run a successful coaching business. 

Sounds exhausting right? 

I want you to get off that hamster wheel and create a proven system for acquiring prospects and getting clients. I want you in the Client Creator Challenge.

If you want more financial coaching clients, keep reading. 

Are You Doing Enough To Get Clients?

A lot of coaches wonder that. After all, the rollercoaster ride of getting new clients, especially when you’re starting out, can be mentally and emotionally draining. There’s nothing more frustrating than beginning a month feeling like you’re on top of the world because multiple people reached out only to hear nothing but crickets a few weeks later. 

Most coaches accept that they’ll be living in feast-or-famine mode forever. They think it’s the nature of the business. 

It doesn’t have to be.

What you need is a tested and proven system for finding and cultivating prospects and then consistently turning them into clients. 

By joining the Client Creator Challenge, you’re going to create that system, build new habits, and get more clients! Win! Win! Win!

No more spinning your wheels trying to figure out what has been working for you. No more guessing if you need to go after the latest social media trend. No need to endlessly hit the pavement chasing referral relationships, free speaking engagements, or tapping your same well of friends and family for new clients. 

I first ran the Client Creator Challenge in early 2021 with the Mastermind coaches. For the coaches who finished the challenge, on average each made $2,897 in NEW client revenue. We ran it again in early 2022 and a group of 28 financial coaches added 147 NEW CLIENTS and generated NEW CLIENT revenue totaling $185,522 in just 90 days!!!! That’s an average of $6,625 in NEW CLIENT revenue per coach!

It was bonkers. 

Given that the challenge costs $997… the math works out. 

How The Client Creator Challenge Works

This challenge is open to any coach looking to get more clients (so everyone?). We start every January with a kick-off party, and a few days later, 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.  

Support and Motivation Along The Way

You’ll have 90 days to reach whatever goals you set. But you won’t be alone. Throughout the challenge you will have access to:

  • A Private Facebook group where real-time coaching happens
  • Weekly mindset coaching by me
  • A Monthly Q&A call with all coaches in the challenge
  • A How-to Guide full of training videos and resources, weekly social media prompts and ideas, email scripts, conversation starters, and even a daily affirmation for you

I want you motivated and supported throughout the challenge, so you’ll have plenty of training and opportunities to ask questions along the way. 

In addition, your fellow coaches will be an extended support system. They’ll serve as a great resource for what’s working and not working for them in real time. It’s crowdsourcing at its finest.  

Build Better Habits

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 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. 

How Do I Know I’m Winning?

Throughout the Challenge, you’ll track your progress. We have a scorecard that you 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 turning into habits that turn into new clients. 

Who Should Sign Up?

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 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.

But if you’re not, join the challenge... join the waitlist! Enrollment in the next Client Creator Challenge will happen soon and you’ll be the first to be notified!

✅ 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?