Check out the massive value and amount of downloads and videos you get when you enroll in the Financial Coach Academy!
Below is a list of what is provided in the Financial Coach Academy – we provide all the questionnaires and worksheets that we use for clients, all of which are licensed for you to recreate and use for your financial coaching business.
- We go into detail on how to select and build relationships with financial advisors and other referral partners.
- We go over the coaching meeting from on-boarding, the meeting itself, and then following up.
- We highlight the strategies to determine pricing and packages to best serve your clients and optimize revenue and your work/ life balance
- We teach you how to convert clients by providing scripts and effective questions and statements – what to say and what not to say!
- We provide marketing templates and scripts for social media, blogs, email campaigns and more.
- The coaching strategies and exercises we walk you through for clients is extremely robust and come with worksheets that go along with each exercise!
Below is a list of what we provide in deliverables / downloads (these are all handouts or worksheets in some fashion – Excel, PDF, etc).
For Your Work With Clients
- Pre-Client Prep Work
- Financial worksheets template
- Questionnaires (7 pages long)
- Initial session framework and script
- Client agreement prior to initial session
- Client agreement for every program we offer
- Post client session email templates (3) and action lists
- Client prep forms and questionnaires
- Follow up session prep forms and questionnaires
- Welcome email templates
- Month 1 Skills and Goals Client Checklist
- Month 2-4 Skills and Goals Client Checklist
- Month 5-7 Skills and Goals Client Checklist
- Sample privacy release
- Money Archetype Quiz
- Identifying Your Values exercises
- Net Worth worksheet
- Goal-Setting worksheet & handout
- Planning Ahead Strategy worksheet
- Client Action List (post-meeting)
- Defining Your Financial Principles worksheet
- Legacy Drawer handout
- Money Mindset exercises (2)
- Planning Ahead Month-by-Month handout
- Travel Planner
- Medical Expense Planner
- Subscriptions & Dues Planner
- Home Maintenance Planner
- Holiday Gift Buying Planner
- Car Maintenance Planner
- Locking in the Budget tutorial
For Coaches Eyes Only
Clarity as a Coach
- Identify Your Ideal Client’s Characteristics
- Identify Your Niche
- What Kind of Business Do You Want?
- Mind-Mapping exercise to Find Your Ideal Client
- Find Your Clients’ SUPE2R Problems (not a typo)
- Finding Your Why
- Defining Your Why – The Golden Circle
- Crafting Your Why Story framework
- Crafting 7 Effective Stories as a Business Owner
- Find out if Financial Coaching is your “Ikigai”
- Defining Your Business Success
- Dream Client Profile paragraph
Strengthening Confidence
- Prospect Conversion template and scripts
- Overcoming objections worksheet and scripts
- Effective Coaching Questions list
- Key Coaching Role during client meetings
- Coaching Strategies for various Client Scenarios
Client Programming
- Client flow chart & perspective diagram
- Design Your Client Programs worksheets
- Client Programming Flow Chart
- Active vs Passive Learning exercise for clients
- Know & Grow Your Savings Rate exercise and spreadsheet for clients
- Side Hustle Ideas Grid for clients
- Family Meeting Planner for clients
- Taking Inventory exercise for clients
Behind the Scenes
- Client Tracker – for keeping track of all your clients and where they’re at in their package
- Scheduling software breakdown and tutorial (How-to)
- Online forms tutorials
- Creating Velvet Ropes in Hiring handout
- Employee Review Template
- Employee Expectations handout
- Confidentiality Agreement
- Formal Employee contract
- Annual goal calendar
- Rebound Campaign after a Eureka session
- Next Steps Consultation Script
- Client Files Template
- Journey of a Client from Day 1 on
- Skills Checklists
Group Coaching
- Group coaching format
- Group coaching hybrid approach
- Group coaching schedule
- Group coaching client agreement
Marketing
- Expos, Booths and Seminars
- Sample raffle/contact info tickets
- Event Planning Checklist
- Packing List
- Sign-in Sheet Template
- “Budget Brainstorm” Sign-up Sheet
- “Budget Brainstorm” Golden Ticket Template
- Client survey questionnaire templates
- Workshops & Presentations
- Design Your Signature Workshops & Presentation worksheet
- Sample workshop workbook
- Workshop email deliverables
- Newsletter sign up sheet(s) during presentations
- Blog Writing Prompts for your website
- Google Analytics Basics for
- Referral Partners
- Identifying Your Ideal Referral Partners worksheet
- LinkedIn response templates
- Sample emails to financial advisors
- Sample potential referral partner total marketing campaign (includes video email scripts and email templates!)
- Sample website landing page content for financial advisors, accountants, etc (referral partners)
- Sample rack card and flyers layouts
- Sample newsletter
- Best networking places list
- Debt Strategies deliverable
- 30-minute marketing ideas
- Facebook Live “Rant” video framework worksheet
- HARO response template
Client strategies and exercises
Daily Money Manager
- Daily Money Management flyers
- Daily Money Management contracts and agreements
- Daily Money Management monthly invoice template
- Durable Financial Power of Attorney template
Corporate Wellness Programs
- Financial Stress Survey
- New flow to Corporate Wellness sales process
- Sample capabilities briefing powerpoint
- Needs discovery consultation questions to ask employer
- Sample financial wellness bid
- Sample strategic debrief presentation
- Sample email campaign for employees announcing financial wellness
- Sample announcement flier
Video training lessons
Live lessons (90-120 minutes each!)
- Gain clarity on your financial coaching business
- Beginning marketing strategies for financial coaches
- Advanced marketing strategies for financial coaches
- Client attraction, sales and conversion
- Program development: Discovery and initial sessions
- Program development: Accountability coaching programs and small business coaching
- Financial concepts and coaching strategies
- Sales Lab: complete guide to sales conversations, objections and more
- Sales Lab role playing scripts
- Things Kelsa Says and Questions to Ask handout
- Kelsa’s Responses to Comments Financial Coaches Hear Often handout
- Teeing up to the sales conversation handout
- Mindset Around Sales handout
- Inviting the Sales Conversation – quick script outline and exercise
- Overcome Specific Objections – A How To Guide
Clarity as a Coach
- How to craft your signature story
- Legally protecting yourself as a financial coach: part 1 Structuring your business
- Legally protecting yourself as a financial coach: part 2 Insurance
- Legally protecting yourself as a financial coach: part 3 Contracts and agreements
-
Small business basics for Financial Coaches – Q and A with CPA Jessica Eichenberg
- Mind mapping tutorial to find your ideal client
- Find out if Financial Coaching is your Ikigai
- The Heroes Journey with Star Wars
- Full video recording of a Eureka Session (2 hours)
Marketing
- Canva graphic design tutorial
- Buffer social media management tutorial
- How to generate Google review links to share with clients
- How to identify your ideal referral partners
- How to close caption Facebook videos
- Tips and tricks for expos and booths
- How to start your own podcast
- Crafting your ascension pyramid model for presentations
- Google analytics for beginner
- Video email sent to referral partners after one-to-one
- SEO basics
- Sample speaker kit
Behind the scenes
- Acuity scheduling software tutorial
- Jotform form building software tutorial
- How to accept online payments
Advanced program development
- Small business coaching strategies
- Corporate wellness programming
- Advanced coaching strategies, solutions and client exercises.
For more details on our training programs, click here.
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