The purpose of The Many Faces of a Financial Coach blog series is to inspire up-and-coming and veteran coaches alike. Our mission is to show the beautiful uniqueness to coaches overall while telling their story, describing their niche and allowing them to offer tips & advice to other coaches. Profiles of coaches are not necessarily participants or graduates of the Financial Coach Academy training program (although some are). It’s purely for inspirational purposes only.

 

Name

financial coach training

Lisa Duke

Website

https://LisaDuke.net

When did you start your Financial Coaching business?

April 2018

Tell us about your journey to becoming a financial coach.

My husband and I own an IT consulting business and do short term vacation rentals of a lake house we own.  The journey from employee to entrepreneur and spender to someone more focused on building wealth has been a huge mindset shift.  We did have a mentor who helped us, but his minimum fee has shot way up.  Since I couldn’t refer people to him, I decided to help them myself!

Why did you become a financial coach?

The average American receives little to no financial education either at home or in school.  Then we mess up with our money (not surprising, since we have no training) and feel all this guilt and shame about it.  Because money is taboo, we have no way to bounce ideas off family, friends, and coworkers like we do with other areas of life.  I think coaches provide a good sounding board to help people practice talking more about money, and that is so needed today.

Who is your ideal client? What is the main problem you help your clients solve?

Lisa Duke Financial Coaching supports entrepreneurial women in understanding and improving their money mindsets so we can step into peace, power, and prosperity.

What is a strategy, tip or piece of advice you give your clients often?

When they feel emotional about money, that’s a great opportunity to mine for limiting beliefs!  That’s often when negative money scripts surface.  These negative beliefs give you a great starting point for what you need to address and adjust to make progress with how you handle your money.

What is a strategy, tip or piece of advice you could give to other financial coaches?

Have more one on one conversations.  Networking coffees with referral partners give you great feedback on your pitch.  Plus, as you grow your business you’ll be able to refer business to those folks, and they will be able to refer to you.

What is one thing you learned the hard way when it comes to being a financial coach?

Be humble.  I thought I knew everything there was to know about running a business since we have two already.  But there are a lot of great tools that work well for a coaching business that I was not familiar with.  Learning from fellow coaches is a great way to accelerate the path to success.

 

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