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Financial Coach Academy
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Добавлен 15 май 2016
Fall in love with financial coaching. This channel is run by the financial coaches at the Financial Coach Academy. We provide videos and free training for aspiring, new, and experienced financial coaches.
If you're looking for a community of coaches, check out our free facebook group, Financial Coaches Unite.
If you're looking for the best and most robust financial coach training course out there, look no further than our signature online course: www.financialcoachacademy.com/financial-coach-training/
If you're looking for a community of coaches, check out our free facebook group, Financial Coaches Unite.
If you're looking for the best and most robust financial coach training course out there, look no further than our signature online course: www.financialcoachacademy.com/financial-coach-training/
Видео
Your Unique Value Proposition: A Financial Coach’s Guide to Standing Out
Просмотров 44 часа назад
Are you struggling to stand out in the crowded world of financial coaching? I've been there. In this episode, I'm pulling back the curtain on how I completely transformed my business by rediscovering my unique voice. For months, I felt disconnected from my own brand. My website didn't feel like me, and my messaging was all over the place. Sound familiar? I bet it does. That's why I'm sharing th...
There’s so much more to financial coaching than simply “money.”
Просмотров 4265 дней назад
As financial coaches, we often think of money as a single category in our clients' lives. But what if we broke it down further? Just like we feel spread thin managing various aspects of our coaching business, our clients can feel overwhelmed by different areas of their finances. And in different ways. That’s where the Financial Wheel of Life comes in! Video is linked here! #FinancialCoachingTip...
The Financial Wheel of Life: A Practical Tool for Customizing Your Coaching Ep. 74
Просмотров 1837 дней назад
As coaches, we often struggle with where to start when helping a new client. Should we focus on budgeting, debt reduction, or long-term planning? The answer isn't always clear, and a one-size-fits-all approach rarely (if ever!) works. This week, I'm sharing a simple tool that's been a game-changer in my coaching practice. It's called the Financial Wheel of Life, and it's about to make your job ...
Are you demonstrating for your clients how to learn…and THEN make decisions?
Просмотров 368 дней назад
As financial coaches, our value lies in guiding clients, not knowing everything. It's okay to not have all the answers. Our role is to empower clients to learn, grow, and make informed decisions. Sometimes, that means leaning on other experts or separating the learning process from decision-making. By being a reliable resource and helping clients build trust in themselves and other professional...
Not having the answers can be a powerful tool.
Просмотров 16712 дней назад
As a financial coach, sometimes the most powerful thing you can do is not have all the answers. It's about guiding, supporting, and reminding clients they're not alone. From pointing them to the right experts to helping set milestones, our role is to empower clients through uncertainty. What's your approach to coaching through complex situations? Video is linked here! #FinancialCoaching #MoneyM...
Gaining Financial Knowledge Alongside Coaching Clients Ep. 73
Просмотров 17614 дней назад
Ever feel like you need to know everything about money to help your clients? Well, this episode might just change your mind. We're diving into the fundamentals of gaining financial knowledge and how to use it effectively for yourself and your clients. You know those moments when you're not sure what to tackle first with a client? Or when you worry about missing something important? We've all be...
The real purpose of a sales conversation isn’t the “yes.”
Просмотров 5215 дней назад
Ever wonder what the real purpose of a sales conversation is in financial coaching? It's not about pushing for a “yes” - it's about helping clients reach clarity. We want to guide clients to a clear decision, whether it's a yes or a no. But too often we think it’s the “yes,” and being attached to the outcome can actually hinder the process. Do you know why prospective clients might still feel u...
Avoiding the “I’ll think about it” from prospective clients
Просмотров 8817 дней назад
When a potential client says they need to "think about it," it's our job as financial coaches to dig deeper. We know they need support, and we also know that the prospective client will give us reasons why they aren’t going to get that support. Learn how to separate price concerns from other hesitations by asking the right questions and get that prospective client to start thinking in a differe...
How to NOT feel salesy in a sales conversation
Просмотров 7519 дней назад
As financial coaches, we're here to help, not to prove ourselves. But when it comes to sales conversations, many of us struggle to maintain that helpful energy. The key is to seamlessly transition by painting a clear picture of how your coaching will help clients achieve their goals. Remember, it's about continuing the supportive relationship you've already established. By focusing on the clien...
Your current financial knowledge is your launchpad, not your limitation.
Просмотров 47123 дня назад
As a new financial coach, start with what you know - whether it's debt management, post-bankruptcy strategies, or couples finance. Your expertise will grow naturally as you help clients, researching and learning along the way. This organic approach keeps you agile and client-focused. And it helps you start coaching NOW. Because the only way to get better at something is to start doing it. Remem...
Embrace Your Financial Knowledge Gap
Просмотров 43225 дней назад
Feeling overwhelmed by all the financial information out there? You're not alone! As financial coaches, we're constantly exposed to new information, strategies, and expert opinions. It's easy to feel like you don't know enough. But here's the truth: everyone has knowledge gaps - even seasoned professionals like me. The key is not to let these gaps hold you back from helping others. Your unique ...
You know enough to get started today!
Просмотров 42627 дней назад
Think you need to perfect your financial knowledge before launching your coaching career? Think again! In fact, waiting for complete expertise is holding you back. Your journey and current knowledge are valuable assets that you can put to work right now. Embrace this mantra: "I know enough today. I have more to learn. Both can be true at the same time." It's time to stop comparing yourself to o...
What You Really Need to Know About Money to Be a Financial Coach Ep. 72
Просмотров 40628 дней назад
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 ...
Engage ALL parts of your brain (and your clients’ too)!
Просмотров 44Месяц назад
Unleash your inner creativity with this mind-blowing insight from Kolbe! For the longest time, I believed I wasn't creative because I didn't fit the stereotypical "right-brain" mold. But Kolbe’s research shows that creativity isn't about being left or right-brained - it's a process that engages all three parts of our brain in unique ways! This revelation helped me understand how my creativity n...
The Dickey Family Creed
Просмотров 123Месяц назад
Don't let limiting beliefs hold you back from financial success! When my husband and I realized that our subconscious fear of money negatively impacting our kids' values was holding us back, we decided to take control. We sat down and defined the values we wanted to instill in our children, creating our family "Creed" - a list of guiding principles that we live by. By focusing on intentionally ...
I implemented this wheel this afternoon and we had such an amazing conversation full of ah ah moments. Love it 🤩thank you Kelsa
I think learning vs. taking action can be pretty challenging and mind-boggling, especially with a hustler’s mindset. The brain wants to go full throttle into what’s excited about learning, but in that process of taking action, you learn lessons you wouldn’t have if there was no action in place
Are you ready to take the next step in your coaching journey? Get access to the Ultimate Growth Guide, our private podcast series: www.financialcoachacademy.com/ultimate-growth-guide/
Hi!! I have been trying to self teach myself by watching videos, podcasts, testimonies, etc. Also by reading and learning how to get out of debt and have a new outlook on money. I am unable to finance an education or join the different paid groups offering knowledge of Financial Coaching at this time. I feel that I have learned a lot and am close to having enough knowledge to at least start helping a couple of people get out of debt just for the experience very soon. I hope that if I make a difference in their life, I may try charging new clients and increase as my knowledge and experience increase. I do hope to join a supportive Financial Coaching group like yours as I am able to afford it. Thank you for all that you do for this community of coaches and want-to-be coaches. Your podcasts are so educational and uplifting. I watched #72 yesterday and it really helped more than you will know. God bless your company and clients!!
Thank you so much for sharing this Tracey! It sounds like you are doing a wonderful job of seeking out the resources you can to help you as you begin your journey into financial coaching! I have no doubt that even just using the free content and resources out there that you will be able to make a positive impact! If you haven't already - I would invite you to join our FB group where we have even more free training and content to help you as you get started in the "guides" section of the group. Not to mention it's just a wonderful and supportive community of coaching and aspiring coaches! You can ask to join here: facebook.com/share/SH1nhE9rnDudcpyS/
Thank you!! I just joined…waiting for approval. I am grateful for all that you do to help!! God bless!🌸🌻
Are you ready to take the next step in your coaching journey? Get access to the Ultimate Growth Guide, our private podcast series: www.financialcoachacademy.com/ultimate-growth-guide/
Love this, thanks.
Thank you coach
Omg I so needled this lesson. Thank you!
I'm so glad this was helpful! Thanks for leaving the comment and letting me know!
@financialcoachacademy Welcome advice. I’m a new coach, but not new to money. Over the past year and a half I questioned if I knew enough, when in fact my life story was a testament that I did know enough. I’m learning everyday and at the same time I can help others with what I already know. Thanks for this reminder!
Love this! Thank you for sharing and I'm glad this episode spoke to you! There are so many people that can benefit from what you have to share with them!
These stats are bananas!! You are the G.O.A.T!
Lol! Awe! Thanks Emily! So glad you liked this episode!
Also - I agree about the stats! It blew my mind once we had gathered it all and makes me so proud of the work we do!
Excellent guidance! Thank YOU and your team for all you do!
You are so welcome! I'm glad you found it helpful!
Are you ready to take the next step in your coaching journey? Get access to the Ultimate Growth Guide, our private podcast series: www.financialcoachacademy.com/ultimate-growth-guide/
Download our FREE Coaching Cheat Sheet to follow along and explore these methods in-depth: financialcoachacademy.com/coachingcheatsheet
Download our FREE Coaching Cheat Sheet to follow along and explore these methods in-depth: financialcoachacademy.com/coachingcheatsheet
learning there’s no right method, but there’s four different strategies to use to get out of debt
Yes! And probably even more! Thanks for listening and commenting Gloria!
yes
Thanks for watching Gloria! Appreciate your support of the show!
thank you so much for this podcast. I have been given a huge opportunity to educate and help the parishioners of my church to improve their financial aspect of their lives. i’m currently educating myself prior to the kick off through several resources, including your podcast.
What a wonderful opportunity Gloria! I have no doubt you will be able to make a difference and help people improve their financial lives! So glad we can be a great resources for you as you prepare!
I Chelsea I notice something different with your voice and breathing. Just wanted to say feel better ❤
Oh thank you Jae! Sometimes recording day just so happens to fall on a day when I have a head cold. lol! I got it done though and hope you got something good from the episode!
Don't forget to download the coaching techniques cheat sheet I mentioned in the episode at financialcoachacademy.com/coachingcheatsheet. It's a game-changer!
I'm just at the beginning of phase 3 (free coaching and one upcoming paid coaching)
I love the "fear of success" description...I'm going to start doing the things that I need to do now, not improving my website:)
Awesome! Love to hear it!
Yes, there is an absolute need for Financial Coaching. We need to get the word out to the maases.
Absolutely Brian! Such a huge need and we, as coaches, can make such a powerful impact in the lives of our clients (and our communities!).
Okay, not gonna lie, if I knew ANY women that talked and acted like this where I work (95% non-male), I'd be a feminist too. Unfortunately, I mostly meet emotional entitled people that take things not about them personally. I do get a small percentage that are just normal people and act normally and I'm thankful for them and try and spend all my time with them. The other ones are dangerous to be around personally and professionally so I avoid them at ALL costs. More people like this person please!! I can absolutely get behind and support someone as competent as this every single day!!
Well, thank you very much! I'm sorry to hear you work in an environment that sounds very toxic for you. I'm glad this resonated though and gives you hope that there are good people out there! It's all about seeking them out and surrounding ourselves (as much as possible) with others who lift us up.
I absolutely loved this episode. It's just what I needed to start taking action in my business again!
Yay! I am so happy to hear this Sasha!!! I know you've been feeling a bit stuck and I am so happy to hear this helped to shift your perspective and hopefully gets you back into action!
I love that term.
lol! So glad! I like it too!
Hi Kelsa!! Do you have an episode dedicated to what is considered financial advice and what isn’t? There are dangerous legalities that can put well intended coaches in prison. Can you point me in the right direction? Also, do you have a CPA you recommend? I’m looking for one! :)
We have the episode recorded and it's set to be released on 9/5- episode 79! Stay tuned for that!
@@FinancialCoachAcademy that’s so long away 😭
@@FinancialCoachAcademy good for you for planning waaaaaay ahead tho. I bet that’s nice
I enjoyed your video, it was informative and full of new information that will benefit me. Thank you ❤.
This was awesome! Thank you!
Yay! I’m so glad you thought so! Mind sharing one of your favorite takeaways? Either way, thank you for listening and for commenting!
Hi coach Kelsa! Very valuable content! I recently became interested in financial coaching because I like the idea of helping people get out of debt quicker. However, I am already a commission-based life insurance broker in a non-captive insurance agency. I hear that financial coaching is not commission-based nor is it to sell products, so would this create a conflict of interest? Are there financial coaches who are also life insurance brokers? Thanks for your input in clarifying this for me!
Hi Fabian! There absolutely ARE people who do financial coaching and also sell life insurance. Or are also financial advisors. Or are also CPA's. We are seeing more and more professionals in the financial services space adding financial coaching to their services - all out of a similar desire to what you have expressed. They want to make a bigger impact in their clients financial lives and financial coaching is a wonderful way to do that! I believe that as long as you are transparent with your clients about the services you provide, that is what matters most.
@@FinancialCoachAcademy Huh! Alright, thank you!! This gives me a lot more to think about, and I’ll definitely discuss this with my business partners.
Another great episode! Can't wait for the toolkit to drop!
Yay! So glad you loved it Cathy! Early access to the newest Toolkit is live today for anyone who had the OG version or purchased during the presale! Can't wait to hear what you think!
This is so good Kelsa! My biggest takeaway is to keep it simple! Thanks for the reminder!
Yes! No need to overcomplicate things Cathy. I'm so glad this was helpful for you Cathy and hopefully gave you a good perspective for how to initially approach working with small business owners!
You were right, I need to listen to this once again for me to get it😂. Very good video, thanks
It definitely sometimes takes listening a couple of times for it to sink in! So glad this was helpful for you!
Wow, this was incredibly helpful. Thank you so much! I look forward to working on a few of these in the coming weeks!
Yay! I'm so glad to hear you gained some good ideas from the episode! Thanks for listening and commenting!
Want to grow your financial coaching business? Get free access to the Ultimate Growth Guide today. financialcoachacademy.com/ultimategrowthguide
Thanks, Kelsey. I like the idea of changing my purpose to being of service to being able to say. I just want to help move you forward and whatever your goal is and I think I'm going to adopt that philosophy as a general practice or mindset for myself because we do get into the business of securing clients and contracts and for me. And I think for a lot of us.We do this because we just want to help.We just like people and we just want to make everybody's life better so if I can remember Hey, my purpose is that I just want to move you forward in your financial goal.Whatever that looks like?Oh my gosh boom.There is a mission statement for you boys and girls
So glad this is landing with you and giving you some clarity on your approach and mindset to how you serve people. This profession is so fulfilling when we approach it with purpose and a true desire to help our clients achieve their goals. So glad this was helpful for you!
@coachchaikirah, you may want to check out this episode too. I think you will really like it! Episdoe 61 if this link doesn't work: ruclips.net/video/sIby9XfUvx0/видео.html&pp=ygUjdGhlIHBvd2VyIG9mIHByb3hpbWl0eSBrZWxzYSBkaWNrZXk%3D
Nice Content!
Thanks so much Mark! We really appreciate the support and are glad to hear you're enjoying it!
All i heard was fake it til you make it.
Fake it till you become it!
I think I communicate best by showing my motivation in my business and coaching others.
Yes! Great approach! Check out the episode of the pod that’s about Your Why Story and how it’s so powerful!
Follow along with this week's episode using our financial worksheets! Get your financial worksheets here: financialcoachacademy.com/financialworksheets
Hello, How can I locate the financial spreadsheet?
This video is a number of years old at this point. Can you remind me what financial spreadsheet I mention in this video? What do I say/How do I describe it? Happy to point you in the right direction!
This is good Kelsa! I love the nuanced purposes/ goal of the financial coach and the accountant you highlight in each step. I also love how you break this down and remind us to keep it simple. I swear in my mind that is all one thing, but I love how you slow down and make it bite sized pieces. I'm realizing I dont so this enough.
Aww yay Emily! I'm so glad you found it valuable and practical! It's super important to slow things down when doing things for clients or with them. We're educating and applying all at the same time. Allow space for them to ask questions and check in with them. That's what separates us from the info they can get off google!
Your link to the savings rate calculator and handout do not work. It takes you back to the podcast episode.
Thanks for the head's up Paul! We fixed the issue and responded to your email. Should be all set now!
We hope you enjoyed the episode!
I totally understand how you can moved by his work. He's a phenomnal human being! Your clients are so blessed and so are we because you challenge us to think deeply about how we want to show up and serve people!❤
I was hoping you'd enjoy it Emily! Thank you for listening and commenting... and being the kind of coach who thinks powerfully about the kind of impact you can have, not just on a person's financial position, but how they feel about themselves and their lives overall!! We inspire each other!
Dave Ramsey has an entertaining show. He or his team wouldn’t say he is coaching during the show. Your views would be better if based on how actual coaching occurs within the Ramsey framework. The Financial Coach Master Training (FCMT) that they give that teaches coaches how to give coaching is flexible and very focused on the client. The key to coaching is to dig deep and understand what the client actually needs. Listening to his episodes is not representative of what he and the overall program consider coaching.
Thanks for sharing your thoughts Nick. I've taken FCMT myself so know what he teaches inside the course. I hope he’s improved it since I took it years ago. But at that time I found it rudimentary and significantly missing any specific coaching methods, models or modalities besides asking questions and listening. I hope you'll check out some of my other episodes as well! Thanks for taking the time to listen and share your thoughts!
@@FinancialCoachAcademy I will. At the end of the day my goal is to become as well rounded as possible. Have a great day!
@@nickperiat9427 that’s a perfect goal to have! We’re all always students of this craft. Episode 69 won’t drop until mid-June but I provide a hot sheet of dozens of different coaching methods and frameworks that can be applied in different situations. I think you’ll love it! I’ll try to remember to pop back here when it drops but I’m case I forget, make sure you subscribe!
Chefs Kiss🤌🏾 just love how you explained this when coaching the client!!! You hit it out the ball park again Kelsa!
Aww thanks Emily! I’m so glad you enjoyed this episode so much!! I think you’ll really like the episode that dropped today (4/4) FYI!
@@FinancialCoachAcademy I already know Im gonna love it! Watching it next!
Start at 9:37
Hope you are enjoying the episode and able to finish! Thanks for supporting!
The debt principal inclusion seems like a very valuable takeaway. Thanks for the insight!
Thanks! I'm glad you like it and can see how it fits in to the overall purpose and takeaway of the exercise! Thanks for listening and taking the time to comment!
LEARNING IS GOOD BUT TAKING ACTION IS MUCH BETTER,YOU GET THE HANDS ON SKILLS
Totally agree! Thanks for listening and taking the time to comment!