What tools should you have in your coaching practice?

You do not need a full website, complicated tech stack, or every system perfectly built before you start financial coaching. But there are a few essential tools that can make things much smoother for both you and your clients as you start and grow your coaching practice.

In this episode, Maria and Cody talk through four tool categories newer coaches should consider: schedulers, payment processors, CRMs, and budgeting tools. They discuss why scheduling links can reduce back-and-forth, why a professional payment processor matters, how a CRM can help you manage contacts and communication as your business grows, and why coaches need a budgeting tool that both they and their clients can access.

They also talk about why a full website is not always the first thing a new coach needs, how free versions of tools can help you get started, and why the best tool is often the one that fits the way you actually work.

If you are new to coaching, this episode will help you think through what you may need to get started. And if you have been coaching for a while, it may be a good opportunity to review the tools you are already using and decide what needs to be adjusted.

🎧 Resources & Links Mentioned in This Episode

If this conversation has you thinking about the tools and systems behind your coaching practice, here are a few ways we can support you.

Start with THE Financial Coaches Network, our private space for coaches to connect, ask questions, and keep growing alongside others who understand the work.

If you’re looking for a clearer path to build your coaching practice, take a look at Getting Started as a Financial Coach.

You can also join our free Facebook group, THE Financial Coaches Community, to connect with other coaches, ask questions, and be part of the conversation.

If you’d like to talk through where you are or what your next step might be, you can schedule a call with us here.

Have a question for the podcast? Email us at [email protected].

Music by Summer School.

Follow us on social:
@newmoneyhabits | @sizemorefinancialcoaching