Five guitar solos blasting at once. That's how business owners with ADHD might describe their daily mental experience. While everyone faces challenges in running their own business, ADHD adds an extra layer of complexity. Instead of “only” staying organized or managing their time, they have the added layer of wrestling with a brain that sees every shiny object, generates endless ideas, and sometimes makes even the simplest tasks feel overwhelming.

The real struggle? Many business owners don't even realize ADHD is behind their daily battles with focus, follow-through, and feeling perpetually scattered.

In this conversation with my husband Michael Dickey, we share how our family's understanding of ADHD began with our son's diagnosis and led to Michael's own revelation. He opens up about the moment everything changed when he started medication: the mental chaos quieted to calm classical music, allowing him to focus in ways he never could before.

And after 17 years of marriage, I witnessed a transformation in how Michael could plan his day, communicate his thoughts, and engage in deeper conversations.

As both a business coach and someone with ADHD, Michael talks about the real challenges of trying to do it all yourself, especially those tedious tasks that feel like kryptonite. He talks about building a business when your brain works differently and shares practical tips for creating systems that actually work. You'll learn what feels like a weakness might actually be your superpower…if you learn to work with it the right way.

Links & Resources:

• Get Michael’s free goal-setting course 
• Join Michael’s upcoming planning retreat
• ADHD 2.0 by Edward Hallowell and John Ratey
• Succeeding with Adult ADHD by Abigail Levrini
• Atomic Habits by James Clear
• Getting Things Done by David Allen
• The Big Leap by Gay Hendricks

You know that feeling when you want to help people with their money, but you're stuck thinking you need another certification first? Or wondering if you really know enough? I spent years believing I needed more credentials before I could make a real difference in people's financial lives.

Here's what I learned: The most powerful thing you have isn't a fancy degree or certification—it's your desire to help people see what's possible with their money. I started at my kitchen table, talking with family and friends about their finances. Today, I help people dream again and believe in their potential, while running a business I love.

In this week’s episode, I share the whole truth about building a financial coaching business—from those first kitchen table conversations to creating a sustainable practice that works for you. We'll talk about what you actually need to know (hint: it's probably less than you think), and what to focus on first so you don't get overwhelmed.

I also walk through my simple framework that helps both new and experienced coaches create consistent results with their clients. Plus, I share why trying to figure this out alone makes everything harder than it needs to be, and how to find the right support as you grow.

Whether you're just starting to consider financial coaching or you're ready to take your practice to the next level, this conversation will help you see exactly what's possible—and your next best step to get there.

Links & Resources:

• Ultimate Growth Guide
• Join the Facebook group

Key Takeaways:

• You don't need special certifications. Start with basic financial knowledge and a desire to help others.
• Success requires two skills: coaching clients and running a business. Learn both as you go.
• Don't get stuck learning forever. Instead, start helping one person at a time and grow from there.
• Use the EAC Method (Education, Application, Commitment) to create consistent results with clients.
• Find support. Having a community of other coaches makes everything easier.
• Start simple at first, then expand your services as you gain confidence.
  This work goes beyond money. We help people dream again and see their potential.
  
  

Investing conversations can be a minefield for financial coaches. Where's the line between education and advice? How much is too much to share? What responsibility do you have for offering advice (or leaving it alone altogether)?

This week, we’re tackling the hot topic of how financial coaches can talk about investing with clients—without crossing into advisor territory. We look at why these conversations matter and how you, as the financial coach, can actually complement the work of financial advisors.

You'll learn a framework for exploring retirement and investing with clients in a way that builds their confidence and clarity. We cover key areas like helping clients envision their ideal retirement, assessing their current investing knowledge, clarifying future goals, and understanding their options for getting started.

For coaches who've been hesitant to discuss investing, this episode offers a roadmap for having these important conversations without feeling like you’re stepping into unknown territory. You'll walk away with practical questions to ask and crucial points to cover with clients.

We also address the debate around whether coaches should discuss investing at all. Our take? Coaches play a valuable role in helping clients engage with this critical aspect of their financial lives.

Remember, as coaches we're not here to tell clients what to do about investing. Our job is to help them determine what they think and identify their next best step. This episode will show you how to do just that.


Links & Resources:

• Ultimate Growth Guide
• Join the Facebook group

When I hear that other coaches are worried because the people who need to hire them are “broke”...it always gives me pause. Often, we apply our own logic, our own experiences, and our own financial choices to others during our sales conversations – and that’s a dangerous thing to do.

Are there people out there who cannot afford to hire a financial coach? Yes – but once you own the fact that you actually help people who are struggling financially, it’s a lot easier to accept that you get paid to help those same people. 

Let’s talk about those who we cannot help – when someone is broke, living paycheck to paycheck, can’t pay their bills, and is heading for a financial disaster is never going to either, 1, be able to afford you as a coach, or 2, be willing to part with their money even if they could.

The reason is that they do not possess the required growth mindset and because of that can’t make the jump in their minds to paying someone to help them, 1, save money, or 2, pay off debt. 

When you’re marketing your business, you need to share your conviction – your belief – that you can help them change their money story and write a new one.

Want to know how you can make money as a financial coach? Get excited – in today’s episode of the Financial Coach Academy Podcast, we’re going to dive deep and discuss all the creative ways you can increase your revenue (from recurring/subscription options to 1:1 work). 

I’m so excited to welcome fellow financial coach, Jean Chatzky who is joining us today for this conversation. Jean is the CEO of HerMoney.com and host of the podcast HerMoney With Jean Chatzky. A New York Times and Wall Street Journal best-selling author, her latest book is Women with Money: The Judgment-Free Guide to Creating the Joyful, Less Stressed, Purposeful (and Yes, Rich) Life You Deserve. 

When people hear the words “financial coach” often, they think of someone who is right there with you, coaching you through – and that’s absolutely true, but there’s so much more that you can offer as a certified financial coach. 

Yes, you can absolutely work individually with your clients, but you can also offer a wide variety of programming that allows your current and future clients to engage with you in many different ways. 

From masterminds to digital downloads to courses…the options are endless. And, if you want a semi-comprehensive list, here you go: 

• 1:1 sessions
• Group coaching
• Masterminds
• Downloadable Content (workbooks, worksheets, e-books, etc.)
• Retreats
• Power Hours
• Memberships/Subscriptions
• Speaking

Financial coaching is just getting started – and I get asked all the time if people can actually “make a living” as a financial coach. 

The short answer is an emphatic YES!

The longer answer is…yes, but. 

Yes, but everyone starts somewhere. When I first became a financial coach, my goal was small – I wanted to make $2000 per month. I was charging $50 per session…because I didn’t see the possibility. At least, not yet. 

Financial coaching is more than just helping people train their money to work hard for them – it’s about believing in yourself and your clients. It’s about confidence. It’s about transformation. 

The wonderful thing about financial coaching is that you can make this amazing career into whatever suits you best – whether that’s a side hustle, part-time, or full-time. The amount of time that you invest in your financial coaching practice will (in part) determine your income. 

Honestly, the biggest challenges that you’ll face as a coach are marketing yourself (which takes confidence) and understanding that your first few clients may work with you for a discounted rate (or even for free) while you get your “legs” under you. 

Once you’ve got some experience, you can start charging – not for an hour of your time, but for the actual transformation that you provide – that’s where the value of your work comes from.

In today’s episode, we’re going to answer another burning question: is financial coaching different from financial advising? 

The short answer is YES. While both financial coaches and financial advisors are needed in the world, financial advisors are future-focused. A financial advisor will run a variety of scenarios and your likelihood of financial success based on your investment strategies, rate of return, risk tolerance, asset allocation, and portfolio. 

In contrast, financial coaches help people with their money NOW. This can get complex depending on what the client’s unique financial situation looks like. We strive to focus on the whole person – not just the financial side of their life, diving into the reasons behind their financial habits so that we can create lasting change 

At the end of the day, we both help people do better and feel more confident about their money.

In today’s episode, we’re going to spend our time dissecting financial literacy as it relates to financial coaching. Now, this could be a boring and dry conversation…but it doesn’t have to be! 

Financial literacy is focused on education and knowledge. Financial coaching is focused on applying that knowledge and creating action steps so  your clients follow through with the financial goals they’ve set.

In today’s episode, we’re going to discuss the actual demand for financial coaching. I get asked all the time whether or not the financial coaching market is “saturated”...and I have some pretty eye-opening statistics to share with you – including that 42% of people in the US are struggling financially - that's 138,000,000 people that need a financial coach. 

It’s important to note that financial coaching is still a fairly new profession…and because of that there’s a lot of education that needs to happen so that the people we are called to help can actually find us – and today’s conversation is a great first step.

In today’s episode, we’re going to discuss what a financial coach is…and what a financial coach isn’t. My coaching journey began more than a decade ago with me working from my dining room table. What was once a little business of mine has grown into a 7-figure company that employs more than a half dozen people as of today. 

While this has been my journey as a financial coach, it doesn’t have to be yours. Whether you’re just dipping your toes into the financial coaching world, or you’ve been coaching for a while, we’re going to dive into financial coaching’s mix of both technical financial and emotional behavioral support as you work with your client to improve their financial situation. 

Welcome to the Financial Coach Academy Podcast - a podcast for aspiring and experienced financial coaches by Kelsa Dickey, a pioneer  in the financial coaching profession and CEO of the Financial Coach Academy. Join Kelsa for this in-depth podcast about all things financial coaching. She’ll tackle the most frequently asked questions about how to become a financial coach and run a successful business. And she’ll show you why financial coaching is the most rewarding way to make a living.

 If you are an aspiring financial coach or have been coaching for years, Kelsa’s here to help you create a business you love that gets your clients massive results. 

The Financial Coach Academy podcast is launching in mid November on Apple podcasts, I Heart Radio, Spotify and where ever else you get your podcasts. Subscribe today and get ready to fall in love with financial coaching.

Social media is a great way to connect with new prospective clients, but it can feel impersonal and salesy too. We’ve all been the target of unsolicited DMs from people who want to sell us something.

Let’s not be those people in our own businesses.

This week, we're talking about how to initiate conversations with new people in a way that feels authentic and real, and then move those social media chats into real-world connections.

Because if we stay in the DMs or try to convert new clients there, we miss out on the nuances of face-to-face talks. It’s hard to build trust through text alone and we want our clients to feel good about saying yes to us.

Listen in as we cover what not to do in your DMs (like jumping straight to selling or offering coaching advice) and share six practical tips to make your conversations more effective. You'll learn how to validate people's feelings, be yourself, and naturally move chats offline.

Whether you're struggling with awkward DM exchanges or want to improve your online communication, this episode has real-world advice to help you connect better with potential clients. We'll show you how to read between the lines, acknowledge emotions, and invite people to chat in a way that feels natural and helpful.

So if you want to stop feeling stuck in never-ending message threads and start having meaningful conversations that lead somewhere, tune in to this episode. You'll walk away with simple strategies to make your DMs work for your coaching business, not against it.


Links & Resources:

• Ultimate Growth Guide
• Join the Facebook group

Ever feel like you're hitting a wall when it comes to pricing conversations with potential clients?

We've all been there: you have a great call with a potential client, but then they hit you with the "I just don't have it in my budget right now" reasoning for not moving forward. It's easy to start doubting yourself or your pricing, but here's the thing: it's usually not about the price at all.

This week on the podcast, we're breaking down six practical steps to navigate these tricky conversations. You'll learn how to validate your client's concerns, get into their mindset, and figure out what's really holding them back. We'll talk about avoiding that pushy "convincing" energy and even discuss when it might be okay for a client to put coaching on a credit card.

(Are you shocked that we just went there? You need to listen in.)

The key takeaway? When a client says they can't afford it, they're often just nervous and unsure if coaching will truly solve their problem. Your job is to help them see the value and feel confident in their decision.

So grab a pen and get ready to shift those awkward pricing conversations into opportunities to connect with your clients and show them how you can help. Trust me, after this episode, you'll feel way more prepared to handle these situations with ease.


Links & Resources:

• Ultimate Growth Guide
• Join the Facebook group
• Client Creator Challenge
• Episode 33
  
  

When you decided to become a financial coach, you were probably just like me - thinking you’d sit down with a client, explain the ins and outs of money - and they’d immediately “get it.” In one session, they’d see the vision, change their habits, and I’d be there to support them as they had an incredible transformation.

But, as I’m sure you’ve discovered, actually coaching someone through a real financial transformation is nothing like what I’d imagined - instead of teaching (which is essentially what I thought I’d be doing), I had to learn how to be a coach. Not an instructor, not a lecturer, not…like the “well-known” financial gurus (who aren’t coaches, BTW).

Because here’s the truth: Coaching is helping a person as they become the person who creates a certain outcome for themselves. YOU, as the coach, are likely already that person - you’ve developed the skill set, the knowledge, the understanding, and the awareness to make that decision, but coaching isn’t about YOU, it’s about the client.

Get ready to dive in, because this refresher is one we all need from time-to-time.

Links and Resources:

• Ultimate Growth Guide
• Join the Facebook group

This week’s episode is part of a series on your unique value proposition. If you haven’t already, I encourage you to go back and listen to episode 75 first to get the full context of this topic.

In this week’s episode, we're talking about the beliefs your clients need to have to invest in you. It's not just about what they believe about themselves and their own finances or ability to make a quality decision. You also need to know what they think about your coaching and any misconceptions we need to clear up.

We’re also looking at the feelings your clients need to have. Are they feeling hopeful? Valued? Ready for change? Understanding these emotions can help you create marketing that really connects.

I share how I wrote stories about my actual clients to bring all of this to life. These aren’t perfect, polished stories, but I do capture the human side of what we do as coaches.

We also talk about finding common ground with your clients: What experiences do you share? What hopes for the future do you have in common? These conversation starters can really help you connect.

I also encourage you to think about freebies or challenges you can offer that meet your clients where they're at. And here's something that might sound a bit out there: I suggest writing a love letter to your client persona. Trust me, it can be a powerful exercise!

And we wrap up by putting all of this together into your unique value proposition.

This whole process takes time and effort, but it's so worth it. When you're done, you'll have a clear picture of who you are, who your clients are, and how you can help them. Bringing your authentic self to your work will help you feel more aligned with your audience and business which can foster more success.


Links & Resources:

• Episode 75
• Ultimate Growth Guide
• Join the Facebook group
• About section of website

Are you struggling to stand out in the crowded world of financial coaching? I've been there. In this episode, I'm pulling back the curtain on how I completely transformed my business by rediscovering my unique voice.

For months, I felt disconnected from my own brand. My website didn't feel like me, and my messaging was all over the place. Sound familiar? I bet it does. That's why I'm sharing the exact process I used to cut through the noise and reconnect with what makes me, well, me.

I'll walk you through creating a vivid client persona that goes way beyond basic demographics. We're talking about getting inside your ideal client's head—understanding their deepest fears, their secret dreams, and what really makes them tick.

I'll challenge some common assumptions about what clients actually care about when hiring a coach. Spoiler alert: it's probably not what you think. I'll even break down a real-world example that blew my mind and completely changed how I approach my marketing.

Like always, I'm giving you the practical steps I use inside my own business. Whether you're just starting out or you've been at this for years, this episode will help you find your unique edge and speak directly to the heart of what your clients really want.

Fair warning: this work isn't easy. It took me eight solid months of work to do this work. But the payoff? It's been huge. I now have a website I love, messaging that feels authentic, and a clear vision of the value I bring to my clients.

Ready to unlock what makes you truly unique as a financial coach? Tune in, and let's dig in together.


Links & Resources:

• Ultimate Growth Guide
• Join the Facebook group
  
  

As coaches, we often struggle with where to start when helping a new client. Should we focus on budgeting, debt reduction, or long-term planning? The answer isn't always clear, and a one-size-fits-all approach rarely (if ever!) works.

This week, I'm sharing a simple tool that's been a game-changer in my coaching practice. It's called the Financial Wheel of Life, and it's about to make your job a whole lot easier.

Imagine being able to see exactly where your clients are struggling and where they're thriving in just a few minutes. No more wondering if you're focusing on the right things or missing something important.

This tool breaks money down into 18 different areas—things like family, friends, taxes, and long-term planning. When your clients rate how they feel about each area, you'll quickly see where they need the most help.

They might be doing great with saving for retirement but feel stressed about everyday expenses. Or maybe they feel good about their personal money but lost when it comes to business finances. This wheel helps you spot these differences.

Listen in to the episode, then start using this tool right away in your coaching. It works well for first meetings or when you're just starting with a new client. 

Links & Resources:

• Ultimate Growth Guide
• Join the Facebook group
• Financial Wheel of Life
• Coaching Couples episode
• Oola Life 

Ever feel like you need to know everything about money to help your clients? Well, this episode might just change your mind. We're diving into the fundamentals of gaining financial knowledge and how to use it effectively for yourself and your clients.

You know those moments when you're not sure what to tackle first with a client? Or when you worry about missing something important? We've all been there. But there's no magic formula that works for everyone. Real people have real, messy lives, and that's exactly what makes financial coaching so exciting.

In this episode, we're chatting about how to shift your focus from trying to know it all to making real progress with your clients. We'll explore why being curious and trusting your gut can be game-changers in your coaching. Plus, you’ll hear a real-life example of what to do when you encounter a situation you've never faced before.

Because it WILL happen, and it’s an opportunity to grow…not panic.

We'll also talk about the power of demonstrating learning for your clients. Instead of pretending to have all the answers, we'll look at how to navigate new financial situations together with your clients.

You'll hear about a recent coaching session of mine where a client faced an unexpected challenge, and how we approached it step-by-step. This real-world example shows how you can add value as a coach, even when you're not the expert on every topic.

So, if you're ready to ditch the one-size-fits-all approach and learn how to truly help your clients navigate their unique financial journeys, tune in. You might just discover that not having all the answers can actually make you a better coach.

Links & Resources:

• Ultimate Growth Guide
• Join the Facebook group

Raise your hand if you’ve ever ended a conversation with a potential client knowing that you’d probably never hear from them again. It’s happened to most of us in the world of coaching — and today, I’m going to help you understand the psychology behind sales so that you can help your future clients make an informed decision (even if they need to think about it!) without feeling like you’re pushy, forward, slimy, or sleazy (or a used car salesperson).

You likely decided to become a financial coach because you genuinely want to help people. And you’re in very good company. This is why it’s important to understand how you can help and sell at the same time.

Links & Resources:

• Ultimate Growth Guide
• Join the Facebook group

If you've been feeling like you need to learn more before you can help others, this episode is for you. We're going to challenge that idea and explore why you might already know more than you think.

Remember when you first started caring about your own money? What did you learn then so you could do better? Now fast forward to when you decided to become a coach. Did your idea of what you needed to know suddenly expand?

Here's a secret: You probably know way more about personal finance than I did when I started. And some of you might even know more than I do now! That's not a joke or false modesty - it's just the truth.

This week on the podcast, I’ll share why you might be creating your own imposter syndrome and give you examples of how to shift your perspective. Instead of focusing on what you don't know, we'll explore how to start with what you already do know.

And I’ll share some real examples from coaches in our community who are helping clients - despite not knowing everything. (Because it’s impossible to know everything about money!) We'll also discuss why surrounding yourself with other financial people can sometimes warp your perspective of what clients actually need.

By the end of this episode, you'll have a new mantra: "I know enough today. I have more to learn. Both of these things can be true at the same time."

So if you're ready to stop letting knowledge gaps hold you back and start helping people with what you already know, tune in. It's time to meet yourself where you're at and get busy coaching!

Links & Resources:

• Ultimate Growth Guide
• Join the Facebook group
• Episode 69: Financial Coaching Models Cheat Sheet: Pt 1
• Episode 70: Financial Coaching Models Cheat Sheet: Pt 2
• Episode 71: Financial Coaching Models Cheat Sheet: Pt 3
• Episode 27: Understanding the Stages of Learning for Financial Coaching

Even people making $250,000 a year can live paycheck to paycheck. As a financial coach, I've learned that money struggles don't discriminate—and that's exactly what we're talking about in this week’s podcast episode.

I'm pulling back the curtain on my 16-year journey from helping coworkers at my kitchen table to building a full-time coaching business. If you've ever wondered what financial coaches actually do (and don't do), this episode is for you.

Here's something that might surprise you: financial coaching isn't just about crunching numbers. It's about being part analyst, part cheerleader, and yes, sometimes even part therapist. We talk about what this actually looks like in practice, and why having your own money struggles in the past might be exactly what makes you great at helping others as a financial coach.

The best part? You don't need to know everything about money to do this work. I share exactly what skills matter most (they're probably not what you think), and how to use what you already know to make a real difference in people's lives.

For anyone who's thought about becoming a financial coach—whether you're just curious or ready to take action—this episode lays out a clear path forward. Bring a notebook, because we're getting practical about how to turn your desire to help others into real coaching skills.

Links & Resources:

• Ultimate Growth Guide
• Join the Facebook group
• Episode 4
• Episode 72
• Episode 73

Key Takeaways:

• What a financial coach actually does day-to-day (and no, we don't lecture people about their spending)
• Why even people making $250,000 a year sometimes need financial coaching
• How your own money struggles and mistakes can make you a better coach
• The real skills you need as a coach (hint: it's not a finance degree)
• The key differences between financial coaching and financial advising
• How to start helping people before you have a business name or website
• Why most Americans spend less than 5 hours yearly on their money (and how coaches help change this)

It's time to learn the tools that will help you get to know your clients better so you can support them in new ways. In this final episode of the Coaching Models Series, we're looking into the world of self-assessment tools and how they can help you gain valuable insights about yourself and your clients.

Join me as I dive into popular tools like Human Design, Myers Briggs, DISC, Strengths Finder, Kolbe, the Four Tendencies, and Enneagram. We'll discuss how these tools can shed light on personalities, strengths, weaknesses, and more, but also how to use them wisely - as a guide, not a crutch.

I'll share personal stories and examples of how I've used tools like Kolbe in my own coaching practice and with clients, particularly in scenarios like struggling to connect with a client, helping a client in a bit of a funk, or better understanding clients during career transitions.

But here's the thing - these tools are meant to provide insights, not definitive answers. It's crucial to encourage your clients (and yourself!) to see them as a fun way to learn and grow, not a limitation or a box to fit into.

So, whether you're a seasoned coach or just starting out, this episode is packed with valuable information and practical tips to help you navigate the world of self-assessment tools and take your coaching to the next level.

Plus, stick around until the end where I share a personal story about how a limiting belief held me back in my business and how my family creed helps guide my life and work.

Links & Resources:

• Ultimate Growth Guide
• Join the Facebook group
• Coaching Cheat Sheet

Being a good financial coach means you’re constantly learning and growing with your clients. You have the tools in your toolbox to offer clients what they need, when they need it.

This week is part two of our series on proven coaching techniques that can help you guide meaningful client conversations and grow your business.

We cover a range of coaching models, including OSKAR and OSCAR, which are solution-focused approaches; ACHIEVE, a 7-step process for creative problem-solving; and FUEL, designed for clients who want more control in the coaching process.

Plus, we discuss the Conscious Competence Model, Zone of Exploration Coaching Tool, Obstacle Analysis Grid, and SBI Feedback Model – all essential tools for understanding your clients' journeys and helping them navigate obstacles.

We even touch on the controversial topic of Neuro-Linguistic Programming (NLP) and share some important cautionary notes.

Whether you're a seasoned financial coach or just starting out, this video will provide you with a wealth of knowledge and practical tips to enhance your coaching skills.

Remember, mastering these techniques takes time and practice. Use our cheat sheet to guide your learning journey and have fun exploring how these models can transform your client conversations!

And be sure to download our FREE Coaching Cheat Sheet to follow along and explore these methods in-depth.

Links & Resources:

• Ultimate Growth Guide
• Join the Facebook group
• Episode 27
• Coaching models cheat sheet
• Episode 22
• Episode 23
• The Tao of Coaching
• Episode 69

Are you ready to take your financial coaching skills to the next level? In this video, I'm diving deep into what it truly means to be a student of your craft and sharing my secret sauce for continuously growing as a coach.

I'll reveal my powerful framework for developing your abilities in three key areas: financial strategies, coaching methods, and business acumen. Plus, I'm giving you a special gift - a comprehensive cheat sheet packed with proven coaching techniques and concepts that you can start exploring and applying right away!

From positive psychology to neuroscience, emotional intelligence to cognitive behavioral coaching, this video covers a wide range of topics designed to help you become the best financial coach you can be. I'll also share specific coaching models like GROW, CLEAR, transactional analysis, and the Gestalt cycle of awareness, giving you a diverse toolkit to draw from when working with clients.

But that's not all! I'll let you in on the magic formula for creating tailored financial coaching concepts that truly resonate with your clients. Trust me, this is a game-changer.

Whether you're a seasoned financial coach or just starting out, this video is packed with invaluable insights and actionable tips to help you level up your skills and better serve your clients. So, grab a pen and paper, download the cheat sheet, and get ready to embark on a journey of continuous growth and improvement!

Don't forget to like, share, and subscribe for more content designed to help you become the best financial coach you can be. Together, let's master the art of financial coaching and empower our clients to achieve their goals!

Download the coaching techniques cheat sheet here: financialcoachacademy.com/coachingcheatsheet

#financialcoaching #coachingtechniques #financialliteracy #financialeducation #moneycoach #businessgrowth #personaldevelopment #financialfreedom


Links & Resources:

• Ultimate Growth Guide
• Join the Facebook group
• Episode 18
• Cheat Sheet
• Episode 40 - spending triggers
• Toolkits

Coaching is a $2.85 BILLION dollar industry, and it’s not slowing down anytime soon. In fact, between 2015 and 2019, the number of professional coaches increased by 33% - and the industry is continuing to grow, which means that understanding how to “be a coach” isn’t enough - you need to be a great coach, so today, I’m going to help you understand the differences between “good” and “great” coaching. 

And, not surprisingly, that starts with owning what you do not know. Having a healthy level of curiosity is incredibly important as a coach, especially for financial coaches. Admitting that you have a knowledge gap - or that a question is beyond the scope of your agreement - will not only help you to maintain your client’s trust, it also shows them that you’re willing to learn alongside them. 

Additionally, it’s important to focus on your client’s thoughts and feelings, not your own - which will help the client to make decisions that are important to them as you support their growth and development of better money management.

One of the biggest mistakes financial coaches make when they’re first starting out isn’t what you might think.

We all spend a lot of time in trial and error, and for good reason. We need to find out what works and what doesn’t. But it’s important to be strategic about how you look at your results and how you decide on what to try next…and when.

This week on the podcast, we're looking at the difference between erratic trial and error and strategic trial and error. Erratic trial and error is when you make too many changes at once, hopping from one thing to the next without really analyzing the results. Strategic trial and error, on the other hand, is about making small, calculated changes and carefully studying the impact.

I'm sharing some real-life examples of how this plays out, both for financial coaches and for our clients. You’ll hear why analysis is so crucial in the trial and error process, and how it can actually boost your creativity and innovation as a business owner.

If you're feeling overwhelmed, unsure of where to start, or like you're just guessing all the time - this episode is for you.

After listening you’ll be able to approach your business decisions in a more strategic way, so you can stop spinning your wheels and start seeing real, consistent results.

Plus, I'm sharing my #1 recommendation for new financial coaches who are just starting out. Hint: it's all about starting with a proven framework and then making strategic tweaks as you go.

So if you're ready to stop spinning your wheels and start building a successful financial coaching business, tune in now!

Links & Resources:
Ultimate Growth Guide
Join Financial Coaches Unite!

If you've ever struggled with the "ick" factor when it comes to selling your services, this episode is for you. I know firsthand how challenging it can be to navigate sales conversations, especially when you're just starting out. That's why I'm excited to share some insights that have completely transformed the way I approach sales in my own coaching business.

In this episode, we'll dive into the 5 key ingredients you need to infuse into your sales conversations to make them feel good AND effective. These are the same strategies I teach in my "Selling with Integrity" module inside the Financial Coach Academy®, and they've helped countless coaches boost their confidence and conversion rates.

But here's the thing: this isn't your typical sales advice. We're not talking about high-pressure tactics or awkward scripts. Instead, we're focusing on building genuine relationships, educating our clients, and inviting them to take the next step in their journey with us. It's all about creating a win-win scenario where both you and your client feel great about the decision.

So if you're ready to ditch the ick and start selling with ease, grab a notebook and tune in!

Links & Resources:

• Ultimate Growth Guide
• Join Financial Coaches Unite!
• Financial Coach Academy®

You didn’t go into business to be a marketing pro, right?

But here’s the thing: Marketing is the lifeblood of any successful financial coaching business. Without effective marketing strategies, even the most talented coaches struggle to attract clients and make a meaningful impact.

The good news is that boosting your marketing efforts doesn't have to be a daunting, time-consuming task. With the right hacks and a willingness to start, you can optimize your approach and see real results.

In this video, I'm sharing 14 powerful marketing hacks that we shared with the coaches from our most recent cohort of the Client Creator Challenge. These hacks are designed to fill in the gaps and create a more effective client attraction strategy, whether you're just starting out or looking to fine-tune your existing efforts.

From leveraging testimonials and capturing client results to nurturing referral relationships and crafting compelling calls-to-action, I'll walk you through each hack step-by-step. The key is to choose one area to focus on and continuously refine your approach. As you implement these hacks consistently, you'll start seeing the growth and traction you've been working towards

Links & Resources:

• Ultimate Growth Guide
• Join Financial Coaches Unite!
• Episode 9: How do I get clients as a financial coach?
• Episode 28: Why aren’t you getting more clients? 
• Client Creator Challenge

Financial coaching for married couples is a different skill set from working with individuals. For one thing, there are two people with two different mindsets and values around money at play.

This week, I sat down with David Peterson, the founder of Married Money Financial Counseling, to discuss the unique challenges and opportunities of working with married couples on their finances. If you've ever felt stuck trying to help couples get on the same page about money, this episode is for you!

David brings a wealth of experience to the table, having spent years combining his background in ministry-based marriage counseling with his passion for financial coaching. He shares his hard-won insights on how to break through communication barriers, foster deep connection, and help couples create a shared vision for their financial future.

This episode is packed with practical tips and strategies you can start using today. From the power of active listening to the transformative potential of weekly money meetings, David breaks down his proven approach step by step. He even shares his top questions for getting to the heart of a couple's financial challenges and reveals when it's time to refer out to a therapist or other professional.

Whether you're a seasoned financial coach or just starting out, this episode will give you the tools and confidence you need to make a real difference in the lives of the married couples you serve. So grab a notebook, settle in, and get ready to take your coaching to the next level!

Links & Resources:

• Download the active listening guide for this episode
• Married Money Financial Counseling
• Ultimate Growth Guide
• Join Financial Coaches Unite!

As you grow your business, you’ll likely have a goal that is tied (loosely or directly) to that illusive “6-figure year.” While this is a great goal to have, there are a lot of coaches out there who make achieving that “6-figure” dream far harder than necessary. They focus their attention on things that feel productive (like trying to be everywhere on social media, taking yet another course (you know, just in case!), or jumping from task to task, but never really finishing anything.

This is a recipe for disappointment and will slow down your business growth (I promise). Instead, if you want to achieve that 6-figure revenue, you need to focus your attention toward the activities that actually showcase your knowledge and help your future clients identify that you are the solution they’ve been looking for.

Links and Resources:

• Ultimate Growth Guide
• Join the Facebook group

Are you a financial coach looking to help your business owner clients navigate the complexities of paying themselves?

Many business owners struggle with separating their personal and business finances, leading to cash flow issues and difficulty in determining a proper paycheck. As a financial coach, your role is crucial in helping them untangle this web and establish a solid foundation for growth.

This episode is the third in a three-part series about financial coaching for your business clients. We’ve talked about separating business and personal finances and determining a tax estimate.

This week, we’re digging into the most important next step: how to pay yourself as a business owner.

Implementing a solid financial management system with clients is essential to long-term success and we’ll walk through what that looks like, step by step. This includes looking at how to determine what a client needs to pay themselves and how to leverage the business’s revenue to do just that.

From refining payment methods and tax strategies to analyzing pricing models and developing growth plans, you'll have a toolbox full of techniques to help your clients thrive.

So, if you're ready to take your financial coaching to the next level and empower your business owner clients to pay themselves with confidence, this episode is for you. Tune in now and discover the secrets to unlocking financial success for your clients!


Links & Resources:

• Join our free Facebook group!
• Ultimate Growth Guide
• Get your financial worksheets here

Remember when I said that I was naive when I started my financial coaching career? My naivety was far more than just thinking that things would just simply “work” because I wanted them to - I dug in and learned how to run a business, how to package (and SELL!) financial coaching, how to deliver incredible, eye-popping results for my clients (while still having fun with them). I’ve created more than 100 concepts around money – concepts that were brand new - they didn’t exist before me.

If you’d told me when I started that I’d have mentored over 500 financial coaches through our programs and events, or that I’d have helped 1,000 clients (and counting) completely change their financial future (without crazy, restrictive tactics), I’m not sure I’d have believed you.

Links & Resources:

• Ultimate Growth Guide
• Join the Facebook group

Be sure to catch the whole series on financial coaching with business owners.

As a financial coach, I've witnessed firsthand the chaos and stress that can arise when business owners intertwine their business and personal finances. By guiding clients through the essential step of separating the two, we lay the foundation for financial clarity and strategic decision-making.

This week on the podcast, I walk you through the line-by-line analysis of personal and business financial worksheets (link below!), highlighting common expenses that often blur the lines between the two. From cell phone bills and vehicle expenses to health insurance premiums and tax filing fees, we explore the nuances of categorizing these costs effectively.

One of the key takeaways is the importance of determining the business owner's necessary paycheck amount to cover personal expenses. This figure serves as a starting point for creating a structured financial plan that alleviates the overwhelming pressure many entrepreneurs face.

We also touch on the delicate balance between the cash flow of a business and the tax deductibility of expenses, emphasizing the significance of seeking guidance from a trusted accountant. By collaborating with tax professionals, we can ensure that our clients are making informed decisions and optimizing their financial strategies.

Throughout the episode, I share insights and tips to help financial coaches navigate this process with their own clients. By meeting business owners where they are and providing clear, actionable advice, we can empower them to take control of their finances and build a solid foundation for long-term success.

Whether you're a seasoned financial coach or just starting your journey, this episode is a must-listen. Join me as we explore the transformative power of separating business and personal finances and discover how you can guide your clients towards financial clarity and peace of mind.

Links & Resources:

• Ultimate Growth Guide
• Get the financial worksheets here! 

Are you tired of seeing small business owners struggle to pay themselves consistently? As a financial coach, it's crucial to provide practical, real-world advice that goes beyond manifestation fluff and the hyper-focus on making money.

Instead, the key is to help your clients understand their business finances and create a clear separation between their business and personal expenses.

Introducing this concept early in the coaching process with business owner clients is essential. By separating business and personal finances, you can provide clarity on the business's financial situation and offer more specific strategies and coaching. Something I walk through, step by step, in this week’s video.

Getting into the mind of your client is crucial. Business owners often express challenges like not having enough clients or needing to control spending, but the actual problem may be unclear due to the commingling of business and personal finances.

By following a three-step process, which you’ll learn here, you can help your clients gain a foundational understanding of their business and strategize solutions.

Links & Resources:

• Episode 47 - Navigating the Client Journey
• Cashflow Planning and Control for Small Business Owners - scroll to the bottom
• Episode 39 - Your Financial Crystal Ball: The Plan Ahead Method
• 90-day Financial Coaching Program Toolkit

Sometimes it’s people outside our industry who have the biggest impact on how we grow and develop our values and our businesses. This is true for me, and this week I’m sharing more about the person who has helped shape how I conduct business and work with clients every day.

In this week’s episode, I’m sharing how Bryan Stevenson -- the renowned lawyer, activist and author behind Just Mercy and the Equal Justice Initiative -- ended up becoming one of the most influential figures on my financial coaching philosophy and methods.

While Stevenson's work confronting injustice in the criminal justice system may seem unrelated to money, his ideas around the power of proximity, leading with empathy, instilling hope in suffering, and fighting for human dignity have transformed how I view my role and approach clients.

In the episode, I’m exploring the key lessons from this modern-day hero that became foundational pillars, such as intimately understanding people's struggles for true impact, seeing the full nuanced humanity in each person, and making justice and restoration my driving mission.

You'll hear how Stevenson's philosophy allowed me to shed limiting beliefs to find the courage to offer transformative high-level and high-touch support.

By the end, you'll understand why this visionary activist, despite having no direct finance ties, became one of my most influential mentors for creating meaningful, lasting impact.

Links & Resources:

• Cash Flow Planning and Control for Small Business Owners (scroll to the bottom)
• Ten Percent Happier: How to Keep Going When Things Get Hard
• We Need to Talk About Injustice TED Talk
• True Justice: Bryan Stevenson’s Fight for Inequality documentary
• The Power of Proximity CEO Initiative
• Financial Coaches Unite Facebook group

I don’t usually play favorites, but this topic is one of them. Probably because I’m someone who wasn’t celebrating my own wins… I was just moving on to the next goal. And, if your clients are like me, this can be a long-time habit that they’re not even totally aware of. 

This is often the case when you’re coaching someone who holds themselves to a very, very high standard. They’re not not celebrating… but they did it, and they still have farther to go, so they need to get going. No time to waste. 

As a great financial coach, you already know how important acknowledging the wins that your client achieves — not just saying “okay, that’s done,” but actually celebrating. 

Join me as we discuss how to help your clients who may feel like “celebrating” is the same as “yup, checked that off the list” see the difference and start FEELING their success

This week we’re looking at the transformative concept of the Financial Progress Number, a journey at the heart of helping clients create true transformation in their finances. This touches on something deeply personal and empowering for each client, tracking their financial health and making it relatable to them.

The idea for this topic comes from the idea of a savings rate, which isn’t very intuitive for most clients. So in this episode, I’m redefining the savings rate in a way that makes sense for even your most resistant or frustrated client. We'll walk through calculating the Financial Progress Number, making the process accessible and empowering, even for business owner clients facing unique financial challenges.

The core of our discussion focuses on the potential for improvement and the actionable steps toward making meaningful changes. Understanding and enhancing savings rate can significantly impact your clients’ financial well-being.

Whether you’re a financial coach looking to deepen client relationships, a business owner aiming for financial growth, or someone curious about financial planning's potential, this episode offers valuable insights. Listen in to explore the Financial Progress Number and see how it can change your approach to financial health and progress.

Links & Resources:

• Episode 17: Financial Coaching 101
• Get your Savings Rate Calculator & Handout
• Federal Savings Rate

If you’ve ever felt like there’s not enough time to get everything done in your financial coaching business, you’re not alone. Starting a business is tough, especially when you're trying to do it on the side of a 9-to-5. 

This week on the podcast, we're sharing some golden nuggets on how to efficiently split your time between the essential tasks: working ON your business, snagging those crucial clients, delivering knockout coaching sessions, and keeping your own learning game strong. Plus, we've got a killer time allocation strategy that’s perfect for anyone in the early stages of their coaching journey.

We're challenging the notion that more hours equals better results. With our practical tips, you can make those precious hours count, focusing on what truly moves the needle in your business.

From the must-do client attraction activities to avoiding the common pitfalls that trap new coaches, we're laying it all out there. And because we know how overwhelming it can be, we’re also sharing a list of key podcast episodes that are game-changers for upping your client game (you can check out the links to those below!).


Links & Resources:

• Episode 49: The Power of a Financial Coaching Program
• Specialty Toolkit: A 90-Day Financial Coaching Program
• Ultimate Growth Guide
• Episode 9: How Do I Get Clients as a Financial Coach? 
• Episode 25: Building Trust in Financial Coaching with the Trust Triad
• Episode 28: Why Aren’t You Getting More Clients?
• Episode 34: How to Talk About What You Do as a Financial Coach 
• Episode 43: How to Get More Coaching Clients from Social Media
• Episode 44: Identify & Craft Your Why for Financial Coaches
• Episode 52: Real Talk on Social Media for Financial Coaches
• Episode 53: How to Get More Referrals from Your BNI Membership
• Episode 56: How to Use YouTube as a Marketing Strategy
  
  

Recurring revenue is a boon to your financial coaching business, and one way to achieve that is through a periodic coaching program…after your clients go through your initial program. But since the sessions are periodic, how do you go about pricing a program like this?

Listen in to the podcast this week as I share with you the formula I use in my own coaching practice, Fiscal Fitness Phoenix.

Pricing not only affects the sustainability of your coaching business but also reflects the value you offer to your clients. This look into pricing is about more than just numbers; it's about strategy, perception, and value. I dissect additional time considerations, including the often-overlooked aspects of client support between sessions, and how these elements contribute to your overall service package.

This episode doesn't just tell you what to do; it equips you with the mindset and tools to navigate the complexities of pricing with ease and confidence.

Listen in now!

Links & Resources:

• Episode 49
• Episode 50
• Episode 51
• Ultimate Growth Guide 

I’ve seen clients struggle with student loans since I first started financial coaching 15 years ago. And with all the recent changes in student loan forgiveness rules, I knew I wanted to share more on the podcast so coaches were better informed when working with clients.

But I also knew my own limits. I’m not an expert in student loan forgiveness, David Gourley, a Financial Coach Academy® alum, is.

This week on the podcast, David is sharing his knowledge on loan forgiveness, how to translate some of your student loan data, why some loans are being forgiven and others aren’t, why it’s important to take action, what to watch out for with your Parent PLUS loan, and more.

Even if you don’t coach clients on student loan forgiveness, knowledge is power. Knowing where to turn for help or where to refer your clients to is incredibly important.

Links & Resources:

• Teach Plan Retire
• Connect with David on LinkedIn
• Follow David on X

You’ve been working HARD to grow your business: you’re consistently generating 6-figures in revenue. You’ve got a full (or nearly full) client roster. Financial Coaching is most likely your primary (or only) source of income. You’ve been putting systems and processes into place to make sure that pricing, naming, and marketing are consistent. You’re doing good…but you want to keep growing. 

And, if you want to level up, you’ve likely realized that the strategies and practices that got you to where you are, are not the same strategies that you need to reach your new, upleveled goals. 

You need to create leverage and figure out how to scale - but how? A group program? A course? Hire associate coaches? Find a business partner? Get paid to speak? Host in-person or destination events? 

The choices can be overwhelming, and often, we’re simply too close to see what needs to happen for our next steps.

There’s a lot of talk around YouTube and using it as a marketing tool for financial coaches. I use it as another place to distribute this podcast, but I’m far from an expert. So this week on the podcast, I invited Psy, a fellow financial coach and YouTube user to help me talk about who it’s for, how to get started, and what tools someone needs to use it effectively.

Psy has been posting regular videos to YouTube for over two years now and has almost 30k subscribers as of this posting, so he knows a thing or two about using the platform to promote his financial coaching business…and has helped thousands of others along the way.

If you’ve ever thought about starting to publish videos for your business, Psy just might give you the push you need!

Links & Resources:

• FIRE Psy Chat

Imagine turning your biggest financial mistake into a thriving business that helps others. That's exactly what Haley and Justin Brown-Woods did. After blowing through a $600,000 lawsuit payout and racking up over $220,000 in debt, this millennial couple decided to rewrite their financial story. Now, they're changing lives as financial coaches, helping clients tackle millions in debt.

In this episode, Haley and Justin open up about their journey from drowning in debt to building a successful coaching practice. They share how they've balanced raising three young kids while growing their business, and the unexpected turns their path has taken. You'll hear about Justin's leap from teaching to coaching, and how they've learned to work together as a husband-wife team.

But it wasn't all smooth sailing. Haley shares her early struggles with imposter syndrome, while Justin talks about the challenge of finding his own coaching voice. Their story is a reminder that success often comes from embracing our vulnerabilities and learning from our mistakes.

One of the most interesting parts of their approach to financial coaching is their unique 14-month coaching program. It's a strategy that's paid off in ways they never expected, providing stability for their business and long-term support for their clients. They also discuss how they've made their coaching accessible to those still in debt, while ensuring they're fairly compensated for their work.

If you've ever thought about turning your own financial journey into a career helping others, or if you're simply looking for a fresh perspective on tackling debt and building wealth, this episode from our Success Stories series is a must-listen.

Haley and Justin's story proves that with determination, the right support, and a willingness to be transparent, it's possible to transform your biggest financial setbacks into your greatest strengths.

Links & Resources:

• Ultimate Growth Guide
• Join the Facebook group
• Price of Avocado Toast Podcast

Find Haley and Justin Online:

• Instagram
• Facebook
• TikTok

Key Takeaways:

• The importance of overcoming imposter syndrome when starting a financial coaching career, especially when your own financial past isn't perfect.
• Strategies for structuring long-term coaching programs, like the Brown-Woods' unique 14-month plan, to provide sustained support for clients and consistent income for the business.
• How to balance family life with a growing coaching business
• The value of diversifying marketing strategies, with a focus on social media platforms like Instagram alongside podcasting to attract and engage potential clients.

About Haley and Justin:
In the fall of 2019, Haley and Justin got serious about changing the narrative they had created for their lives and began their debt-free journey. Within 18 months, they had paid off over $132,000 of debt and restarted their wealth journey.

During this time, they began their podcast, Price of Avocado Toast. Their hope is that these conversations enlighten the younger versions of themselves and save them from the pitfalls Haley and Justin fell into.

In 2021, Haley began the financial coaching branch of Price of Avocado Toast. Together they have helped clients tackle over $2.7M of non-mortgage debt. Now their family is working towards generational wealth building and a future of outrageous generosity.

What does it really mean to be a financial coach in integrity with what we do? This week on the podcast, we’re tackling this head-on, talking about the realities behind what's often seen but seldom spoken about. It’s the challenges behind coaches coaching coaches (say that three times fast!) and staying in integrity with how we market ourselves and being open and transparent with clients.

In this episode, you’ll hear some real-life examples of the vulnerable (and the ick) when it comes to coaches coaching coaches and I hope you hear my invitation to really think about your own role as a financial coach. How do you balance ambition with honesty? How do you navigate the complexities of scaling a business while staying true to your mission? These are just a few of the ideas you’ll hear, as well as my own answers to these questions.

So, if you're curious about what it really takes to uphold integrity in financial coaching, if you're looking to find a balance between your financial acumen and your coaching spirit, or if you're simply seeking a heart-centered approach to this profession, this episode is for you.

Tune in to discover insights that could redefine your approach to financial coaching. Trust me, you don't want to miss this one!

Links & Resources:

• Episode 49: The Power of a Financial Coaching Program
• Financial Coaches Unite

Ever wondered what's really moving in the financial coaching industry these days? If you’re in the thick of your business, working hard to grow, you may not feel like you have time to stay on top of how the industry is growing and changing.

That’s what I’m here for! This week on the podcast, I’m sharing some of my own experiences--what I’m seeing and hearing in financial coaching. These are completely my opinion, not based on any industry stats. Just some real talk.

I'm chatting about how financial coaches and advisors are working together now, and it's pretty exciting. There's also a big shift happening where people are starting to see money as more than just numbers – it's about our feelings and life choices too. Sounds about right!

And, I've got some honest thoughts about different types of financial coaching companies. Some are great, some... not so much. Plus, you wouldn't believe how financial coaches are starting to pop up in places like banks.

This episode is all about sharing what I've seen and learned, and maybe it'll get you thinking differently about our work. So grab a coffee, settle in, and give it a listen. It's just a casual chat about the stuff we deal with every day.


Links & Resources:

• Episode 5: Can I Make a Living as a Financial Coach?
• Financial Coaching Toolkit
• The Dream Manager by Matthew Kelly

Starting out as a financial coach, I quickly realized the power of networking. I joined BNI, a global networking group, and what I found (and learned) was invaluable. It wasn't just about the referrals, which were great, but also about mastering the art of networking and building enduring connections within the financial industry and the local community. This journey of mine has been filled with learning and growth, and I'm thrilled to share it with you.

In this week's podcast, I’m sharing how to select the perfect networking group for your financial coaching business. I'll cover everything from identifying the right group and the key questions you should be asking, to strategies for effectively utilizing both your time and financial resources in these groups.

Don't miss out on this episode – it's packed with insights and practical advice for making networking a cornerstone of your business success. Tune in today for an enlightening discussion!

Links & Resources:

Business Networking International

When you start your business, you often go in with rose-colored glasses. You have an unshakeable positive outlook…oftentimes because you just don’t know any better. And then things get real. Usually really fast. And what you thought your journey would look like feels like a long time ago. If you’ve felt this, you’re not alone - when I first started my business, I was incredibly naive - I imagined having consistent, predictable, steady growth year after year. 


I thought I’d simply create a product, offer it to my (obviously) thousands of raving fans, sell out immediately, lather, rinse, repeat. If only I’d realized how truly messy this whole business building journey can be (and still is). Looking back, the things I thought I wanted rapidly fell away, and I realized that what I actually wanted from my business was something entirely different.

Social media can feel overwhelming, frustrating, inspiring, and like a time-suck…all at the same time. As business owners, we need to come to terms with it and find out how it fits into our own lives and businesses. Instead of letting it rule us.

This week on the podcast, I’m sharing more about the often-misunderstood world of social media from my own perspective. You’ll hear some real-life hits (and misses!) about how social media has impacted the way I do business.

This episode is not just stories; it’s a journey to uncovering the true impact of social media in our field. I explore how easy it is to make snap judgments based on someone's online profile and question how this influences our perception of success, both of others and ourselves.

Discover how setting boundaries with social media can lead to more meaningful interactions and why it's okay to chart your own path, even if it strays from conventional social media strategies.

Tune in for an episode filled with honest reflections, practical insights, and a fresh perspective on leveraging social media for your financial coaching business. Whether you're a social media enthusiast or skeptic, there’s something in this episode for everyone looking to navigate these digital waters with confidence and authenticity.


Links & Resources:

Join the mailing list! 

Are you coaching clients so they no longer need you? I think that’s a perspective that’s not good for the health and growth of your business. Client acquisition is one of the most time-consuming and expensive parts of working with clients. So if you’re constantly sending clients on their way after a few months of coaching, you’re doing a disservice to your clients, yourself, and your business.

This week on the podcast, we’re wrapping up our Ultimate Growth Guide series by talking about what comes next in your client journey. Because there is, in fact, a next step.

Money will always be there for your clients and as they work through their initial challenges and goals, new ones are bound to come up. And your clients will need help navigating those, too.

Listen in as we explore what this might look like for you so you can wrap your mindset around this next step and create a business and life you love.

Links & Resources:

• Watch the entire Ultimate Growth Guide series
• Download your own Client Journey Roadmap
• Find out more about the Financial Coach Academy®

Imagine transforming your financial coaching practice from a part-time side hustle to a thriving, 7-figure business. This week on the podcast, I share my personal experiences and insights, taking you through the highs and lows of my journey and the lessons learned along the way. It's a story that's not just about success but about the real, gritty process of getting there.

This episode is part of the Ultimate Growth Guide series, where I take you through the client journey step by step. Here we’re talking about what goes beyond the surface, offering strategies and wisdom that can reshape your approach to coaching.

It’s important to go beyond the coaching sessions themselves. The art of effective offboarding is a crucial but often overlooked aspect of the coaching process. It's about leaving your clients with a sense of achievement and clarity about their financial future, a skill that every coach should master. And, of course, building an offer that comes next. Because your clients shouldn’t always need you to make their financial dreams come true.

Tune into our latest podcast episode for a blend of personal stories, professional insights, and practical advice that will leave you motivated and equipped to transform your financial coaching journey.

Links & Resources:

• Watch the entire Ultimate Growth Guide series
• Download your own Client Journey Roadmap
• Find out more about the Financial Coach Academy®