The Financial Coach Academy® Podcast

45. The Ultimate Growth Guide for Financial Coaches: Part 1


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No matter the stage in your financial coaching career, growth is likely your goal. Growth in helping more clients, increasing your income, and enhancing your coaching skills. In this series, we'll delve deep into navigating the client journey, focusing on crucial growth levers.

The client journey is the core of your coaching business. It's the path your clients follow to achieve progress and results, and it's your role to guide them effectively. To do this, we must understand key elements at each stage of the journey. These elements represent your levers of growth.

This week on the Financial Coach Academy® podcast, we’ll examine the client journey from various angles: the client’s perspective, the coach’s perspective, and the operational perspective.

Understanding this journey is vital for your growth as a coach. It's about recognizing how both you and the client contribute to a successful journey. Through this and the next few videos in this series, you'll learn how your business, your clients, and you grow from effectively managing the client journey. Along the way, I'll present growth checkpoints for self-evaluation and improvement in your coaching delivery. Be ready to take notes, and I encourage you to share your insights and takeaways with me via email.

Let's embark on this journey together to grow your financial coaching business!


Links & Resources:

  • Want to hear more? Get the full Ultimate Growth Guide here!
  • Get your Client Journey Roadmap and follow along.


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The Financial Coach Academy® PodcastBy Kelsa Dickey

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