The Financial Coach Academy® Podcast

18. Financial Coaching 201: Your Coaching Model


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Wouldn’t it be awesome if you could share your thoughts with your client and they immediately got you - better yet, what if you just thought something and they automatically knew what to do? If you’re rolling your eyes, GOOD! Because this is the real world, and telepathy isn’t a skill I was gifted with. This is why I developed a framework for financial coaching when I started taking on clients. 

Money is a touchy subject for many people - when those same people reach out to a financial coach, it’s a huge step and a huge responsibility. Even if the clients you’re working with are “laid back” - if they’ve sought a financial coach, chances are they don’t feel 100% confident with their money skills (which is why they’re working with you!). This is important to remember because, as coaches, we have a responsibility to take our client’s thoughts and feelings into account as we work through the coaching process. 

I hope you enjoy this essential information (truly, you need to know this!) and improve your skills! 



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The Financial Coach Academy® PodcastBy Kelsa Dickey

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