Money Made Human Podcast

Raise your hand if you’ve ever ended a conversation with a potential client knowing that you’d probably never hear from them again. It’s happened to most of us in the world of coaching — and today, I’m going to help you understand the psychology behind sales so that you can help your future clients make an informed decision (even if they need to think about it!) without feeling like you’re pushy, forward, slimy, or sleazy (or a used car salesperson).

You likely decided to become a financial coach because you genuinely want to help people. And you’re in very good company. This is why it’s important to understand how you can help and sell at the same time.

Links & Resources:

• Ultimate Growth Guide
• Join the Facebook group

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:

• 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

It's time to learn the tools that will help you get to know your clients better so you can support them in new ways. In this final episode of the Coaching Models Series, we're looking into the world of self-assessment tools and how they can help you gain valuable insights about yourself and your clients.

Join me as I dive into popular tools like Human Design, Myers Briggs, DISC, Strengths Finder, Kolbe, the Four Tendencies, and Enneagram. We'll discuss how these tools can shed light on personalities, strengths, weaknesses, and more, but also how to use them wisely - as a guide, not a crutch.

I'll share personal stories and examples of how I've used tools like Kolbe in my own coaching practice and with clients, particularly in scenarios like struggling to connect with a client, helping a client in a bit of a funk, or better understanding clients during career transitions.

But here's the thing - these tools are meant to provide insights, not definitive answers. It's crucial to encourage your clients (and yourself!) to see them as a fun way to learn and grow, not a limitation or a box to fit into.

So, whether you're a seasoned coach or just starting out, this episode is packed with valuable information and practical tips to help you navigate the world of self-assessment tools and take your coaching to the next level.

Plus, stick around until the end where I share a personal story about how a limiting belief held me back in my business and how my family creed helps guide my life and work.

Links & Resources:

• Join the Facebook group
• Coaching Cheat Sheet

Being a good financial coach means you’re constantly learning and growing with your clients. You have the tools in your toolbox to offer clients what they need, when they need it.

This week is part two of our series on proven coaching techniques that can help you guide meaningful client conversations and grow your business.

We cover a range of coaching models, including OSKAR and OSCAR, which are solution-focused approaches; ACHIEVE, a 7-step process for creative problem-solving; and FUEL, designed for clients who want more control in the coaching process.

Plus, we discuss the Conscious Competence Model, Zone of Exploration Coaching Tool, Obstacle Analysis Grid, and SBI Feedback Model – all essential tools for understanding your clients' journeys and helping them navigate obstacles.

We even touch on the controversial topic of Neuro-Linguistic Programming (NLP) and share some important cautionary notes.

Whether you're a seasoned financial coach or just starting out, this video will provide you with a wealth of knowledge and practical tips to enhance your coaching skills.

Remember, mastering these techniques takes time and practice. Use our cheat sheet to guide your learning journey and have fun exploring how these models can transform your client conversations!

And be sure to download our FREE Coaching Cheat Sheet to follow along and explore these methods in-depth.

Links & Resources:

• Join the Facebook group
• Episode 27
• Coaching models cheat sheet
• Episode 22
• Episode 23
• The Tao of Coaching
• Episode 69

Are you ready to take your financial coaching skills to the next level? In this video, I'm diving deep into what it truly means to be a student of your craft and sharing my secret sauce for continuously growing as a coach.

I'll reveal my powerful framework for developing your abilities in three key areas: financial strategies, coaching methods, and business acumen. Plus, I'm giving you a special gift - a comprehensive cheat sheet packed with proven coaching techniques and concepts that you can start exploring and applying right away!

From positive psychology to neuroscience, emotional intelligence to cognitive behavioral coaching, this video covers a wide range of topics designed to help you become the best financial coach you can be. I'll also share specific coaching models like GROW, CLEAR, transactional analysis, and the Gestalt cycle of awareness, giving you a diverse toolkit to draw from when working with clients.

But that's not all! I'll let you in on the magic formula for creating tailored financial coaching concepts that truly resonate with your clients. Trust me, this is a game-changer.

Whether you're a seasoned financial coach or just starting out, this video is packed with invaluable insights and actionable tips to help you level up your skills and better serve your clients. So, grab a pen and paper, download the cheat sheet, and get ready to embark on a journey of continuous growth and improvement!

Don't forget to like, share, and subscribe for more content designed to help you become the best financial coach you can be. Together, let's master the art of financial coaching and empower our clients to achieve their goals!

Download the coaching techniques cheat sheet here: financialcoachacademy.com/coachingcheatsheet

#financialcoaching #coachingtechniques #financialliteracy #financialeducation #moneycoach #businessgrowth #personaldevelopment #financialfreedom


Links & Resources:

• Join the Facebook group
• Episode 18
• Cheat Sheet
• Episode 40 - spending triggers

Coaching is a $2.85 BILLION dollar industry, and it’s not slowing down anytime soon. In fact, between 2015 and 2019, the number of professional coaches increased by 33% - and the industry is continuing to grow, which means that understanding how to “be a coach” isn’t enough - you need to be a great coach, so today, I’m going to help you understand the differences between “good” and “great” coaching. 

And, not surprisingly, that starts with owning what you do not know. Having a healthy level of curiosity is incredibly important as a coach, especially for financial coaches. Admitting that you have a knowledge gap - or that a question is beyond the scope of your agreement - will not only help you to maintain your client’s trust, it also shows them that you’re willing to learn alongside them. 

Additionally, it’s important to focus on your client’s thoughts and feelings, not your own - which will help the client to make decisions that are important to them as you support their growth and development of better money management.

One of the biggest mistakes financial coaches make when they’re first starting out isn’t what you might think.

We all spend a lot of time in trial and error, and for good reason. We need to find out what works and what doesn’t. But it’s important to be strategic about how you look at your results and how you decide on what to try next…and when.

This week on the podcast, we're looking at the difference between erratic trial and error and strategic trial and error. Erratic trial and error is when you make too many changes at once, hopping from one thing to the next without really analyzing the results. Strategic trial and error, on the other hand, is about making small, calculated changes and carefully studying the impact.

I'm sharing some real-life examples of how this plays out, both for financial coaches and for our clients. You’ll hear why analysis is so crucial in the trial and error process, and how it can actually boost your creativity and innovation as a business owner.

If you're feeling overwhelmed, unsure of where to start, or like you're just guessing all the time - this episode is for you.

After listening you’ll be able to approach your business decisions in a more strategic way, so you can stop spinning your wheels and start seeing real, consistent results.

Plus, I'm sharing my #1 recommendation for new financial coaches who are just starting out. Hint: it's all about starting with a proven framework and then making strategic tweaks as you go.

So if you're ready to stop spinning your wheels and start building a successful financial coaching business, tune in now!

Links & Resources:

• Join Financial Coaches Unite!

If you've ever struggled with the "ick" factor when it comes to selling your services, this episode is for you. I know firsthand how challenging it can be to navigate sales conversations, especially when you're just starting out. That's why I'm excited to share some insights that have completely transformed the way I approach sales in my own coaching business.

In this episode, we'll dive into the 5 key ingredients you need to infuse into your sales conversations to make them feel good AND effective. These are the same strategies I teach in my "Selling with Integrity" module inside the Financial Coach Academy®, and they've helped countless coaches boost their confidence and conversion rates.

But here's the thing: this isn't your typical sales advice. We're not talking about high-pressure tactics or awkward scripts. Instead, we're focusing on building genuine relationships, educating our clients, and inviting them to take the next step in their journey with us. It's all about creating a win-win scenario where both you and your client feel great about the decision.

So if you're ready to ditch the ick and start selling with ease, grab a notebook and tune in!

Links & Resources:

• Join Financial Coaches Unite!

You didn’t go into business to be a marketing pro, right?

But here’s the thing: Marketing is the lifeblood of any successful financial coaching business. Without effective marketing strategies, even the most talented coaches struggle to attract clients and make a meaningful impact.

The good news is that boosting your marketing efforts doesn't have to be a daunting, time-consuming task. With the right hacks and a willingness to start, you can optimize your approach and see real results.

In this video, I'm sharing 14 powerful marketing hacks that we shared with the coaches from our most recent cohort of the Client Creator Challenge. These hacks are designed to fill in the gaps and create a more effective client attraction strategy, whether you're just starting out or looking to fine-tune your existing efforts.

From leveraging testimonials and capturing client results to nurturing referral relationships and crafting compelling calls-to-action, I'll walk you through each hack step-by-step. The key is to choose one area to focus on and continuously refine your approach. As you implement these hacks consistently, you'll start seeing the growth and traction you've been working towards

Links & Resources:

• Join Financial Coaches Unite!
• Episode 9: How do I get clients as a financial coach?
• Episode 28: Why aren’t you getting more clients? 
• Client Creator Challenge

Financial coaching for married couples is a different skill set from working with individuals. For one thing, there are two people with two different mindsets and values around money at play.

This week, I sat down with David Peterson, the founder of Married Money Financial Counseling, to discuss the unique challenges and opportunities of working with married couples on their finances. If you've ever felt stuck trying to help couples get on the same page about money, this episode is for you!

David brings a wealth of experience to the table, having spent years combining his background in ministry-based marriage counseling with his passion for financial coaching. He shares his hard-won insights on how to break through communication barriers, foster deep connection, and help couples create a shared vision for their financial future.

This episode is packed with practical tips and strategies you can start using today. From the power of active listening to the transformative potential of weekly money meetings, David breaks down his proven approach step by step. He even shares his top questions for getting to the heart of a couple's financial challenges and reveals when it's time to refer out to a therapist or other professional.

Whether you're a seasoned financial coach or just starting out, this episode will give you the tools and confidence you need to make a real difference in the lives of the married couples you serve. So grab a notebook, settle in, and get ready to take your coaching to the next level!

Links & Resources:

• Download the active listening guide for this episode
• Married Money Financial Counseling
• Join Financial Coaches Unite!