The Financial Coach Academy® Podcast

97. Working On Your Business vs Working In It: A Complete Guide for Financial Coaches


Listen Later

If you've been feeling overwhelmed in your financial coaching business lately, you're probably spending all your time serving clients, creating content, and answering emails. While these tasks matter, they're only part of the story. This week, we talk about why setting aside time to work ON your business (not just IN it) makes everything else feel easier. Despite the perception that you “don’t have time” to do anything other than take client calls.

Think of your business like a garden: you can spend all day watering plants and pulling weeds, but without a good design and irrigation system, you'll always be playing catch-up. On this week’s episode, we share practical ways to create space for strategic work, even if you only have five hours a week for your business right now. Plus, we talk about why having the right support network changes everything, both for building your business and helping your clients succeed.

You'll hear about specific times when doing less actually leads to better results, and why trying to be “kind of okay” at a dozen different things might be holding you back. Whether you're just starting out or feeling stuck in your current business, this episode will help you see where small changes in how you spend your time can make a real difference.

Want to start working on your business instead of just in it? Listen to learn how shifting just 20% of your work time to strategic planning could change everything about how your business feels and grows.

Links & Resources:

  • Ultimate Growth Guide
  • Join the Facebook group

Key Takeaways:

  • Block off 20% of your work time for strategic planning because one hour of intentional business work creates more impact than five hours of reactive tasks.
  • Schedule your most challenging business decisions when your energy peaks. A clear mind at 7 a.m. beats a tired brain at 8 p.m. every time.
  • Your business systems should feel automatic but not robotic. Build processes that make your work smoother while keeping the human connection clients crave.
  • Get really good at 2-3 things instead of being okay at a dozen things. Excellence in a few areas brings better results than mediocrity in many.
  • Treat your business metrics like you treat a budget. The numbers tell you whether your time and energy investments are paying off.
  • Use a dedicated notebook for your strategic work. When you look back, you'll see how yesterday's planning became today's foundation.
  • Your client journey needs the right balance. Create systems flexible enough to personalize but structured enough to scale.

...more
View all episodesView all episodes
Download on the App Store

The Financial Coach Academy® PodcastBy Kelsa Dickey

  • 5
  • 5
  • 5
  • 5
  • 5

5

101 ratings


More shows like The Financial Coach Academy® Podcast

View all
The Ramsey Show by Ramsey Network

The Ramsey Show

38,734 Listeners

Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,156 Listeners

The EntreLeadership Podcast by Ramsey Network

The EntreLeadership Podcast

4,348 Listeners

Get Your Hopes Up with Christy Wright by Christy Wright

Get Your Hopes Up with Christy Wright

2,217 Listeners

THE ED MYLETT SHOW by Ed Mylett | Cumulus Podcast Network

THE ED MYLETT SHOW

14,032 Listeners

ChooseFI by ChooseFI

ChooseFI

5,101 Listeners

The Jennifer Allwood Show | The Christian Business Coach for Women by Jennifer Allwood: Christian Business Coach

The Jennifer Allwood Show | The Christian Business Coach for Women

1,909 Listeners

Front Row Seat with Ken Coleman by Ramsey Network

Front Row Seat with Ken Coleman

2,560 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,055 Listeners

The Rachel Cruze Show by Ramsey Network

The Rachel Cruze Show

3,720 Listeners

The Personal Finance Podcast by Andrew Giancola

The Personal Finance Podcast

1,371 Listeners

Money Rehab with Nicole Lapin by Money News Network

Money Rehab with Nicole Lapin

1,626 Listeners

Financial Coaching for Women: How To Budget, Manage Money, Pay Off Debt, Save Money, Paycheck Plans by Vanessa and Shana | Budget Besties | Bougie On A Budget | Dave Ramsey Fans

Financial Coaching for Women: How To Budget, Manage Money, Pay Off Debt, Save Money, Paycheck Plans

236 Listeners

Money For Couples with Ramit Sethi by Ramit Sethi

Money For Couples with Ramit Sethi

3,352 Listeners

The Financial Coaches Podcast by Maria Casillas and Cody Sizemore

The Financial Coaches Podcast

32 Listeners