The Financial Coach Academy® Podcast

105. The One Marketing Strategy All Financial Coaches Need


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I don't think I need to tell you about the chaos social media has experienced lately. Meta goes down from time to time. Instagram suddenly changed square feeds to vertical graphics with no warning. TikTok's future remains uncertain.

It’s too much to keep up with, and even if you understand the “rules,” they’re bound to change in the coming months. While there’s still value in social media, we can’t really rely on it.

In this episode, I'm sharing why email marketing needs to be the absolute foundation of your financial coaching business—not social media. While social media platforms constantly shift and change, email marketing remains rock solid, giving you direct relationships with your audience that you actually own and control.

I've watched coaches pour endless hours into building their social media following, using all the right hashtags and following trends, but struggle to convert followers into paying clients. Email marketing changes that equation completely. When someone checks their email, they're in a completely different mindset than when scrolling social media—more focused and intentional with their time.

Ready to build your email marketing foundation? Listen in for two practical approaches you can start using today, plus a third option to work toward as your business grows.

Links & Resources:

  • Ultimate Growth Guide
  • Join the Facebook group


Key Takeaways:

  • Building your business on social media? You're renting property on shaky ground where the landlord changes rules without notice.
  • Your email list is the only marketing asset you truly own—take control of your business future by starting to build it today.
  • When was the last time someone replied to your social post? One email brought me 78 replies from engaged potential clients.
  • Financial decisions require privacy—email creates the safe space your audience needs to engage with sensitive money topics.
  • Want to welcome new subscribers properly? Create a simple 3-email sequence that delivers value, shares your approach, and offers a quick win.
  • Email marketing creates consistency. Replace feast-or-famine client acquisition with steady relationship building that keeps you top of mind.
  • Start where you are: begin with regular emails OR a welcome sequence, then work toward the hybrid approach as your confidence grows.


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The Financial Coach Academy® PodcastBy Kelsa Dickey

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