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When you decided to become a financial coach, you were probably just like me - thinking you’d sit down with a client, explain the ins and outs of money - and they’d immediately “get it.” In one session, they’d see the vision, change their habits, and I’d be there to support them as they had an incredible transformation.
But, as I’m sure you’ve discovered, actually coaching someone through a real financial transformation is nothing like what I’d imagined - instead of teaching (which is essentially what I thought I’d be doing), I had to learn how to be a coach. Not an instructor, not a lecturer, not…like the “well-known” financial gurus (who aren’t coaches, BTW).
Because here’s the truth: Coaching is helping a person as they become the person who creates a certain outcome for themselves. YOU, as the coach, are likely already that person - you’ve developed the skill set, the knowledge, the understanding, and the awareness to make that decision, but coaching isn’t about YOU, it’s about the client.
Get ready to dive in, because this refresher is one we all need from time-to-time.
Links and Resources:
By Kelsa Dickey5
101101 ratings
When you decided to become a financial coach, you were probably just like me - thinking you’d sit down with a client, explain the ins and outs of money - and they’d immediately “get it.” In one session, they’d see the vision, change their habits, and I’d be there to support them as they had an incredible transformation.
But, as I’m sure you’ve discovered, actually coaching someone through a real financial transformation is nothing like what I’d imagined - instead of teaching (which is essentially what I thought I’d be doing), I had to learn how to be a coach. Not an instructor, not a lecturer, not…like the “well-known” financial gurus (who aren’t coaches, BTW).
Because here’s the truth: Coaching is helping a person as they become the person who creates a certain outcome for themselves. YOU, as the coach, are likely already that person - you’ve developed the skill set, the knowledge, the understanding, and the awareness to make that decision, but coaching isn’t about YOU, it’s about the client.
Get ready to dive in, because this refresher is one we all need from time-to-time.
Links and Resources:

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