Starting a new career can be a challenge. In many instances, we have the opportunity to learn from a mentor or manager who can guide us in the right direction. And while I serve as a mentor for financial coaches, few have actually experienced or witnessed a financial coaching session.

So I was thrilled when a member of our online community agreed to allow me to record a coaching session as I coached her around a financial decision she was trying to make. See, she had asked for input from our online community but received so many different responses she was actually further from a decision than before.

I hope you’ll tune in to this bonus episode and hear how we walk through Lydia’s decision. I share a bit of what pre-work I did before the session and why I approached the session like I did. 

Please pardon the audio quality; this is the first of what I hope to be a number of examples of what a coaching session looks like in real time.

Clarity is probably the most important step in supporting your clients. Without clarity on their vision and goals, and without clarity on where they are right now in their financial journey, you’ll both be stuck on the next best step.

This week, we’re continuing our Ultimate Growth Guide series by sharing what happens during the Discovery Session with your clients. I’ll show you the path from clarity to effective coaching to taking action and teeing up future coaching with you.

Not only will you take away some theoretical advice, I’ll give you a hands-on approach to establishing rapport, setting goals, and navigating through a session with ease and confidence. I share real-life scenarios and practical examples, including some sample scripts, making the advice relatable and easy to apply in your own coaching practice.

Listen in, and have a notebook handy for all the great takeaways!

Links & Resources:

• Watch the entire Ultimate Growth Guide series
• Download your own Client Journey Roadmap
• Find out more about the Financial Coach Academy®

In our last two episodes of the podcast, I started sharing what the client journey looks like for financial coaches. This week, we’re continuing the journey as I walk through prepping for the discovery session.

It’s so important to be prepared when you go into a discovery session, and that means both you and the client need to do some pre-work. The client fills out a questionnaire, and you are knowledgeable about the information before you get on that call.

On this week’s episode, I’m walking through each part of the discovery call intake form. I’ll share with you what kinds of questions to ask, what the purpose of those questions are, and even give you some of the questions we ask in my own coaching business, Fiscal Fitness Phoenix. And I’ll also give you the six key objectives our coaches hit on each discovery call.

Preparation is so important for the discovery call, especially if you’re feeling nervous about them. But the more prep work you do ahead of time, and the more clients you work with, the easier it will become.

Links & Resources:

• Want to hear more? Get the whole Ultimate Growth Guide Series here!
• Get access to the client journey visual guide!

In financial coaching, the initial interactions with clients set the tone for the entire relationship. It's not just about making a great first impression; it's about laying the groundwork for trust, understanding, and effective guidance. How you handle these initial stages can make or break your success as a coach.

This week’s episode of the Financial Coach Academy® podcast is all about mastering the client journey and initial calls in financial coaching. We're diving deep into why understanding and effectively managing these early stages of client interaction is critical for growing your business and creating lasting client relationships.

Listen in and learn how to make your initial consultations compelling invitations for clients to start their financial journey with you. You’ll also learn how to focus on the benefits, rather than features, of your coaching to help motivate prospective clients to the “yes.”

Whether you're new to financial coaching or looking to refine your client engagement techniques, these tips will help you create more meaningful and productive relationships with your clients.

Listen in and become a more effective financial coach!

Links & Resources:

• Want to hear more? Get the whole Ultimate Growth Guide series here!
• Get your Client Journey Roadmap and follow along. 

When you first start out as a coach – regardless of the type of coaching you do – often, your first clients come from people you already know: family, friends, that one kid from high school who likes all of your posts…you get the idea. 

But the magic doesn’t happen overnight – and it doesn’t happen if you don’t take the time to cultivate new relationships and expand your network. In fact, if you want to grow your business, you need to become confident in your talent – and your marketing. And you need to get outside your comfort zone to network and share what you have to offer.

On today’s episode, we’re going to talk about how incredibly awkward things will feel as you start to expand outside of friends and family, and add in things like social media, workshops and presentations, emails, and more. And I’ll give you some tips for growing your coaching business, no matter where you are in the process.

No matter the stage in your financial coaching career, growth is likely your goal. Growth in helping more clients, increasing your income, and enhancing your coaching skills. In this series, we'll delve deep into navigating the client journey, focusing on crucial growth levers.

The client journey is the core of your coaching business. It's the path your clients follow to achieve progress and results, and it's your role to guide them effectively. To do this, we must understand key elements at each stage of the journey. These elements represent your levers of growth.

This week on the Financial Coach Academy® podcast, we’ll examine the client journey from various angles: the client’s perspective, the coach’s perspective, and the operational perspective.

Understanding this journey is vital for your growth as a coach. It's about recognizing how both you and the client contribute to a successful journey. Through this and the next few videos in this series, you'll learn how your business, your clients, and you grow from effectively managing the client journey. Along the way, I'll present growth checkpoints for self-evaluation and improvement in your coaching delivery. Be ready to take notes, and I encourage you to share your insights and takeaways with me via email.

Let's embark on this journey together to grow your financial coaching business!


Links & Resources:

• Want to hear more? Get the full Ultimate Growth Guide here!
• Get your Client Journey Roadmap and follow along.

In today’s episode of the Financial Coach Academy Podcast, I’m going to share a life and business-boosting strategy I adopted early in my financial coaching business. Here’s the scoop: Clients don't buy what you do, they buy why you do it. This is why identifying your why is such a powerful and necessary step to take as a financial coach.

Your "Why" is the core reason that drives you to do the work you do, and it is a powerful tool that can help you connect with your clients on a deeper level. When you know and can concisely share your why at networking meetings, as a guest on podcasts, when you’re speaking on a stage, etc., you give people a reason to listen in because they’re more likely to resonate with you.

Listen in as I share some of the many benefits of knowing your why and walk you through, step by step how to craft your own “Why” story.

If you struggle with how to share what you do with others, listen in!
 
And don’t forget – new episodes drop on Thursdays!
 
Links & Resources:

Watch Simon Sinek’s TedxTalk here

Join the Client Creator Challenge waitlist today!

Want more financial coaching goodness? Of course you do!!

Follow us on Instagram

Follow Kelsa on Instagram

Join our FREE Facebook Coaching Community

Join our mailing list to get up-to-date tips, tricks, tools, and information specific to financial coaching

Design your dream financial coaching business with the best-selling Financial Coaching Playbook

Turn your dream of being a successful financial coach into reality

It’s time to strengthen your social media game!

I know firsthand how easy it is to get distracted by all the things you could be doing with your business’s social media. And there’s no shortage of social media experts and gurus telling you exactly what you should do to get the clients you’d love to help as a financial coach. Only when you do them, they don’t seem to work the way you expected.

That’s because your social media strategy is just as much an art as it is a science (sort of like financial coaching!). In this episode, we’re going to talk about the purpose of using social media in your coaching business and I’ll break down some of the most impactful and valuable forms of social media content so you can make it all feel more like YOU!

Of course, the most important goal of social media is to convert followers into clients! I’ll give you two big tips (and loads of real world examples) to help you do that. I’ll share some secrets behind crafting posts that not only capture your audience’s attention but that also will expedite the buying process.

Links & Resources:

Join the Client Creator Challenge waitlist today!

Want more financial coaching goodness? Of course you do!!

Follow FCA and Kelsey on Instagram

Join our FREE Facebook Coaching Community

Join our mailing list to get up-to-date tips, tricks, tools, and information specific to financial coaching

Design your dream financial coaching business with the best-selling Financial Coaching Playbook

Turn your dream of being a successful financial coach into reality
 
And don’t forget – new episodes drop on Thursdays!

You’ve been working at finding new leads and signing new clients to grow your coaching business, but haven’t been successful. What gives?

Maybe the challenge is that you’re not finding enough leads, or maybe not the RIGHT leads. Or maybe it’s your sales process that needs some work.

It’s hard to know where the breakdown is until you’ve done some tracking of your process. There’s no quick fix until you’ve actually done the work. And this week on the podcast, I’m sharing how to find the gap through strategic tracking so you can fill it.

Listen in as I share how to gain valuable insight about your leads (or lack thereof) and help you figure out where your weakest link is so you can refine it. Once you know what the problem is, we can work on it - and that’s exactly what I’m going to walk you through in this episode.

This is a process we help clients with every January in the Client Creator Challenge. You can get on the waiting list for an invitation!

Links & Resources:
Episode 25: The Trust Triad: How to Earn the Trust of the People You Want to Serve  

If you listened in to episode 41 of the podcast (link below!), you know that I recently made a big mistake in my business. Last week I talked about what that mistake was and this week I want to share what happened as a result of that mistake.

It’s difficult to be vulnerable in public, especially since what I discovered as I reflected on my mistake was that I had lost sight of my core principles. I was so absorbed in scaling my business that I unwittingly moved away from focusing on my clients. My mantra of 'quality over quantity' got overshadowed by an increasing obsession with numbers and rapid expansion. This shift was gradual, almost imperceptible, but its ramifications were monumental.

I’m not proud of this, but I think it’s important to share as you build your own coaching practice. I want you to learn from me.

Thankfully, I had a moment of clarity and I can now look back and realize that my most valuable lesson in all of this was understanding the difference between striving for excellence and seeking external recognition. (Ooof, right?)

Listen in this week, and I’d love to hear your own thoughts. Thank you for being on this journey with me!

Links & Resources:

Episode 41

Join the Client Creator Challenge waitlist today!

Want more financial coaching goodness? Of course you do!!

Follow FCA and Kelsa on Instagram

Join our FREE Facebook Coaching Community

Join our mailing list to get up-to-date tips, tricks, tools, and information specific to financial coaching

Design your dream financial coaching business with the best-selling Financial Coaching Playbook

Turn your dream of being a successful financial coach into reality
 
And don’t forget – new episodes drop on Thursdays!