The Financial Coach Academy® Podcast

73. Gaining Financial Knowledge Alongside Coaching Clients


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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


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

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