The Financial Coach Academy® Podcast

Financial Coaching 101: Your Framework for Coaching Clients


Listen Later

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:

  • Ultimate Growth Guide
  • Join the Facebook group


...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

38,899 Listeners

Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,196 Listeners

The EntreLeadership Podcast by Ramsey Network

The EntreLeadership Podcast

4,367 Listeners

Get Your Hopes Up with Christy Wright by Christy Wright

Get Your Hopes Up with Christy Wright

2,222 Listeners

THE ED MYLETT SHOW by Ed Mylett | Cumulus Podcast Network

THE ED MYLETT SHOW

14,084 Listeners

ChooseFI by ChooseFI

ChooseFI

5,129 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

1,908 Listeners

Front Row Seat with Ken Coleman by Ramsey Network

Front Row Seat with Ken Coleman

2,587 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,076 Listeners

The Rachel Cruze Show by Ramsey Network

The Rachel Cruze Show

3,727 Listeners

The Personal Finance Podcast by Andrew Giancola

The Personal Finance Podcast

1,385 Listeners

Money Rehab with Nicole Lapin by Money News Network

Money Rehab with Nicole Lapin

1,637 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

238 Listeners

Money For Couples with Ramit Sethi by Ramit Sethi

Money For Couples with Ramit Sethi

3,362 Listeners

The Financial Coaches Podcast by Maria Casillas and Cody Sizemore

The Financial Coaches Podcast

32 Listeners