The Financial Coach Academy® Podcast

72. What You Really Need to Know About Money to Be a Financial Coach


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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


...more
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The Financial Coach Academy® PodcastBy Kelsa Dickey

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