Are you sharing great money tips but forgetting one crucial detail in your marketing? We’re talking about the fact that you’re actually a financial coach.

This might sound obvious, but we see it all the time—coaches sharing awesome money advice without ever mentioning they work with clients. If that’s you, you’re not alone. And it could be costing you business.

Why It Matters

If you never tell people you’re a coach, how will they know they can hire you? It’s easy to fall into the trap of just sharing financial education, tips, and money stories. But if that’s all you’re doing, you might look more like a content creator than a coach.

The goal isn’t just to create content. It’s to help people become your clients. To do that, you need to show them that you’re there to help them make progress with their money through coaching.

The Content Creator vs. Coach Dilemma

Take a minute to look at your social media posts or emails. Ask yourself: If someone saw this, would they think I’m a finance content creator or would they know I’m a coach? Would it be obvious how I help people? Do I coach one-to-one? Do I have a program or group program? What’s the first step to working with me?

If it’s not clear, don’t worry. Many coaches find it awkward to talk about what they do directly. It feels more comfortable to share tips and tricks. But remember, you’re not just here to educate—you’re here to coach. And, ultimately, to grow a coaching business.

Simple Ways to Mention You’re a Coach

You don’t need to give a full sales pitch in order for people to know that you’re a financial coach who can help them. Just weave in little mentions that you work with clients. Here are some phrases you can use:

  1. “This is one of the things I help my clients with when we work together one-on-one.”
  2.  “When my clients first come to me, they often tell me that…”
  3. “It all starts with my discovery session. This is the foundation for…”
  4. “I see this time and again with the clients I work with.”
  5. “Often, one of the first things we have to solve when I begin working with my clients is…”
  6. “I know that when clients first come to me, they are often thinking or feeling…”

These simple phrases make it clear you’re a coach without sounding sales-y or awkward.

Talking About Your Coaching Program

When you want to share more about your program, keep it relatable. Instead of giving a detailed rundown, try something like:

“In my 12-month coaching program, I’m working with clients to figure out the best debt payoff plan for them. I’m taking out the guesswork and helping them get there in the quickest, least stressful way possible.”

Or:

“Figuring out where to begin or what strategy is right for you, on top of everything else in your life, can be tough. That’s one of the things I help my clients with when we work together one-on-one. I take out the guesswork and work with them to create a strategy that’s going to work for them once and for all.”

This gives people an idea of how you work without overwhelming them with details.

Tying It All Together

Remember, cutting expenses or whatever tip you’re sharing is just one small piece of what you help clients with. Let them know the range of ways you can support them:

“While we work together one-on-one, we’ll strategically reduce your monthly costs. But I’m also going to help you streamline how you manage your day-to-day money, optimize your savings, and strategize about your life goals. All of this starts with a free 20-minute phone call.”

Your Assignment

Take a look at your recent social media posts or emails. Ask yourself:

  • Is it obvious that I’m a coach?
  • Do I give examples of what it’s like to work with me?
  • Do I let people know what the first step is to work with me?

Based on what you find, think about how you can tweak your messaging to make it clear you’re a coach who can help people with their money.

By making these small changes, you’ll help potential clients understand exactly how you can support them. And that’s the first step to turning those followers into paying clients.

Remember, don’t forget you’re a coach. Make sure others know it too. It’s not about changing everything you’re doing—keep sharing those great tips and stories. Just add in those little reminders that you’re here to help people directly through coaching.