Expedition Money Financial Coaching

By Peter Waitzman

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Category: Entrepreneurship

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Episodes: 674

Description

Many people are starting financial coaching businesses. I've helped start financial coaching and financial wellness programs on my own and for businesses. I'll share my thoughts and insights here to help you have the best chance at success in your financial coaching practice.

Episode Date
Building Referral Partnerships: Why You Need a Client First
Jul 22, 2025
Handling Suicidal Risk as a Financial Coach: Steps and Precautions
Jul 21, 2025
Are Debt Management Agencies Worth It?
Jul 20, 2025
How to Handle Rejection in Financial Coaching
Jul 19, 2025
Dealing with Financial Loss: A Life Lesson from Tennis
Jul 18, 2025
How to Pay Off Credit Card Debt Faster (Without Paying More!)
Jul 17, 2025
Why No Referral is Better Than a Bad Referral
Jul 16, 2025
Managing Appointment Lengths and Time in Financial Coaching
Jul 15, 2025
Should You Charge Family for Financial Advice?
Jul 14, 2025
Partnering with Debt Management Companies: A Financial Coach's Guide
Jul 13, 2025
Winning the EIFFEL Award: How Pete's 'Freedom Steps' Course Transformed Debt Management Education
Jul 12, 2025
How to Attract Your First Financial Coaching Clients: Insights from Dominique's Journey
Jul 11, 2025
Is Your Coaching Holding Clients Back? The Power of 'Friction' in Financial Coaching
Jul 10, 2025
Real Financial Coaching in Action: Watch & Learn with a Live Session Breakdown
Jul 09, 2025
Conflict of Interest in Financial Coaching: Should You Keep Your Side Hustle?
Jul 08, 2025
The Power of Informal Mentorship: How Small Conversations Can Accelerate Your Financial Career
Jul 08, 2025
The Best Way to Integrate Ongoing Education into Your Coaching Routine
Jul 06, 2025
How to Maximise Client Motivation: The Right Time for Your First Meeting in Financial Coaching
Jul 05, 2025
Should You Charge for Your Financial Coaching Workshops? Here’s What You Need to Know
Jul 05, 2025
How to Pay Off Credit Card Debt Faster Without Cutting Expenses or Earning More Money
Jul 03, 2025
Should You Trust Friends and Family When Starting Your Financial Coaching Business?
Jul 02, 2025
Testing Your Coaching Content: How to Fine-Tune Presentations for Maximum Impact
Jul 01, 2025
Why Financial Coaches Should Focus on What Clients Actually Need (And Avoid Unsolicited Advice)
Jun 30, 2025
Scheduling Secrets for Financial Coaches: When to Book Clients
Jun 29, 2025
Improving Your Coaching Sessions: Why Call Reviews Matter
Jun 28, 2025
Helping Job Seekers the Right Way: Tips for Financial Coaches
Jun 27, 2025
Why Oversimplifying Financial Advice Can Be Dangerous
Jun 26, 2025
Why Certifications Don’t Guarantee Clients for Financial Coaches | Comfort Over Credentials
Jun 25, 2025
Financial Coaching Foundations: My Experience with the A|4 Workshop
Jun 24, 2025
Work-Life Balance for Financial Coaches: Creating Your Ideal Schedule
Jun 23, 2025
What Are the Three Main Types of Financial Coaching Clients and How Do They Impact Your Business?
Jun 22, 2025
Overcoming Nervousness in Financial Coaching: A Veteran’s Perspective
Jun 21, 2025
Financial Coaching Sprint: A 5-Day Challenge to Launch Your Business
Jun 20, 2025
From Debt to Freedom: Why I Became a Financial Coach
Jun 19, 2025
3 Common Myths About Side Hustle Income – What You’re Missing!
Jun 18, 2025
How Financial Coaches Can Create Consistent Video Content
Jun 17, 2025
How to Market Your Financial Coaching Business: Essential Tips to Attract Clients
Jun 16, 2025
Why Financial Coaches Should Stay Away from Giving Insurance Advice
Jun 15, 2025
How Can Becoming a Seasonal Tax Preparer Boost Your Financial Coaching Side Hustle?
Jun 14, 2025
Why You Shouldn't Judge Financial Decisions: The Corvette & Trailer Home Lesson
Jun 13, 2025
Refresh Your Car, Don’t Replace It: A Cost-Effective Way to Upgrade Your Ride
Jun 12, 2025
Why Time Horizon Should Trump Risk Tolerance in Investment Strategy
Jun 11, 2025
Investment Strategies for Financial Coaches: Aligning Risk Tolerance & Time Horizon
Jun 10, 2025
Why Financial Coaches Should Rethink 'Empower': A New Perspective on Coaching
Jun 09, 2025
Revolutionising Financial Coaching: Why Motivation Isn’t Always the Key to Success
Jun 08, 2025
How to Keep Your Pet When Finances Are Tight
Jun 07, 2025
How to Pitch Financial Coaching in a Casual Conversation | Simplified Sales Approach
Jun 07, 2025
Rethinking Hard and Fast Rules in Personal Finance: Why One-Size-Fits-All Doesn't Work
Jun 05, 2025
Why I Charge $150 Per Session: The Real Value Behind Financial Coaching
Jun 04, 2025
Lottery or Crypto? Why Financial Coaches Don’t Always Mind Speculative Investments
Jun 03, 2025
Why Imperfect Videos Make You More Relatable as a Financial Coach
Jun 02, 2025
From Stress to Success: How to Transform Your Financial Coaching Approach
Jun 01, 2025
The Hidden Value in ‘Unjust’ Financial Practices: Why Understanding the Context Matters for Coaches
May 31, 2025
Why Fee-Only Financial Planners Might Not Be the Best Choice for Your Clients
May 30, 2025
How to Balance Personal & Professional in Financial Coaching Content
May 29, 2025
Why Financial Coaches Should Podcast on Video for Greater Reach and Visibility
May 28, 2025
Why Being Known is More Important Than Being the Best in Financial Coaching
May 27, 2025
Stuck with a Car Loan? Here's How the Current Car Market Could Help
May 26, 2025
Overcoming Obstacles: Connecting, Growing, and Conquering Life's Challenges
May 25, 2025
Overcoming Imposter Syndrome as a Financial Coach
May 24, 2025
Boost Your Credit Score Fast: Top Financial Coaching Tips & Actionable Strategies
May 23, 2025
Is Financial Coaching Just About Accountability?
May 22, 2025
How to Improve Your Credit Score: A Simple Guide to Success
May 21, 2025
Why I Fired My Coach: The Truth About What Clients Really Need
May 20, 2025
Compressing Time: Turning Inquiries Into Clients Fast
May 19, 2025
Setting Realistic, Stretch, and Moonshot Goals: Mastering Client Motivation and Success
May 18, 2025
Sprinting Toward Success: How to Stay Focused in the Marathon of Financial Coaching
May 17, 2025
The Power of Three: Why Repetition Breaks Barriers in Coaching
May 16, 2025
Be Yourself: Authenticity in Coaching & Online Presence
May 15, 2025
Trusting Your Gut: When It Works and When It Doesn't in Financial Coaching
May 14, 2025
Why I'd Rather Get Stood Up Than Spend Time Marketing
May 13, 2025
Keeping Your Language Personal: Building Connections in Financial Coaching
May 12, 2025
When Clients Don’t Listen: Strategies for Financial Coaches
May 11, 2025
Proving Them Wrong: Thriving as a Financial Coach
May 10, 2025
Cruise Control Goals: Effortless Financial Success for Your Clients
May 09, 2025
Why Financial Coaches Should Share How They Did It – Not How You Should Do It
May 08, 2025
Why Asking 'How Am I Doing Compared to Others?' is the Wrong Question for Financial Success
May 07, 2025
From Financial Advisor to Financial Coach: 6 Things I Loved About the Journey
May 06, 2025
The Dark Side of Financial Advisory: What I Hated About Being a Financial Advisor
May 05, 2025
To Gift or Not to Gift: A Financial Coach's Perspective
May 04, 2025
How to Ask for Testimonials Without Compromising Integrity
May 03, 2025
Why 'Hustle First, Declare Later' is the Key to Big Wins
May 02, 2025
Why Clients Value Lived Experience Over Knowledge in Financial Coaching
May 01, 2025
Why Benefits Beat Process in Financial Coaching Sales
Apr 30, 2025
The Truth About Financial Wellness Assessments
Apr 29, 2025
Content Etiquette: How to Share and Cite Responsibly
Apr 28, 2025
Why Writing Articles Won’t Build Your Financial Coaching Practice—But Could Boost Your Credibility
Apr 27, 2025
How to Create a Professional Logo on a Budget for Your Financial Coaching Business
Apr 26, 2025
Crafting Impactful Financial Presentations: Proven Strategies and Tips
Apr 25, 2025
Why I’m Stepping Back from Financial Coaching: Lessons and Insights for Coaches
Apr 24, 2025
Pivoting Your Niche: How to Adapt and Broaden Your Financial Coaching Focus
Apr 23, 2025
Beware of Missing Context: Financial Advice and the Stories Behind It
Apr 22, 2025
Mandatory Reporting: What Financial Coaches Need to Know
Apr 21, 2025
Why Financial Success Requires a Plan B: The Myth of Burning Boats
Apr 20, 2025
Living Like Immigrants: Breaking Financial Myths and Embracing Sacrifice
Apr 19, 2025
Financial Coaching Rates: What They Really Charge and How to Set Your Price
Apr 18, 2025
Helping Clients Face Spending Problems: Tactics for Financial Coaches
Apr 17, 2025
Why Financial Coaches Must Share Content: Build Trust, Visibility & Connections
Apr 16, 2025
Did a Handyman Steal $500,000 Hidden in a Bathroom Wall? | Amazing Money Stories Chp 19
Apr 16, 2025
Mastering Group Financial Coaching: Strategies for Success
Apr 15, 2025
Securing Speaking Gigs: Tips and Warnings for Financial Coaches
Apr 14, 2025
Conviction Without Convincing: How to Share Personal Beliefs as a Financial Coach
Apr 13, 2025
Looking Rich vs. Being Rich: The Social Media Trap
Apr 12, 2025
Why Strict Rules Are for Courses, Not Coaching
Apr 11, 2025
How to Create a WOW Presentation: 4 Keys to Captivating Your Audience
Apr 10, 2025
Cracking the AFC Exam: A Study Guide for Financial Coaches
Apr 09, 2025
Navigating the Housing Market: A Financial Coach’s Perspective
Apr 08, 2025
Die With Zero? Why Saving Isn't the Goal with Kate Grayson
Apr 07, 2025
Workshops for Nonprofits: Why Financial Coaches Should Say Yes (For Free!)
Apr 07, 2025
Why Silent Auctions Won’t Grow Your Financial Coaching Business
Apr 06, 2025
Can Financial Coaches Talk 401(k)s? Understanding the Limits of Investment Advice
Apr 05, 2025
Why Your Credit Score Doesn’t Matter (Right Now)
Apr 04, 2025
Hidden Lifelines: Emergency Financial Resources You Probably Didn't Know About
Apr 03, 2025
90k Van Life: Why Embracing Unconventional Goals Can Lead to Financial Freedom
Apr 02, 2025
Why Getting a Job as a Financial Coach Might Be Your Best First Step
Apr 01, 2025
My Worst Workshop Ever: A Cautionary Tale for Financial Coaches
Mar 31, 2025
Don't Promise What You Can't Control: Why Financial Coaches Should Focus on Process, Not Performance
Mar 30, 2025
How to Hack Financial Coaching Certifications (Without Breaking the Bank)
Mar 29, 2025
Handling Client Intellectual Property Requests: Non-Disclosure Agreements and Financial Tools
Mar 29, 2025
Can Non-Residents Open Financial Accounts in the U.S.? Here’s What You Need to Know
Mar 27, 2025
To Record or Not to Record: Best Practices for Webinars and Workshops
Mar 26, 2025
Do Financial Coaches Need Business Insurance? The Honest Answer
Mar 25, 2025
Should Financial Coaches Join BNI? The Truth About Business Networking Groups
Mar 24, 2025
Career Coaching Referrals: Knowing When to Hand Off
Mar 23, 2025
Financial Coach Directories: Are They Worth It?
Mar 23, 2025
Breaking Through: How to Coach Clients in Financial Crisis
Mar 21, 2025
The Timeshare Debate: Asset or Liability?
Mar 20, 2025
The Time Travel Test: Master Delayed Gratification and Save Big
Mar 19, 2025
When Less Is More: Understanding the Underspending Client
Mar 19, 2025
Zero Food Waste Challenge: How to Save Hundreds on Groceries
Mar 18, 2025
Financial Peace Hacks: Affordable Ways to Learn Dave Ramsey's System
Mar 18, 2025
Save Instantly with the Used Gift Card Hack
Mar 18, 2025
Side Hustle Your Way to a Free Vacation
Mar 17, 2025
Why ‘Paycheck to Paycheck’ Doesn’t Mean What You Think: A Better Way to Define Financial Struggles
Mar 17, 2025
Sell It Before You Store It: The Decluttering Hack That Pays
Mar 17, 2025
How to Get More Views as a Financial Coach: Authenticity, Controversy, and Timely Content
Mar 16, 2025
Smash Your Goals with DUMB: A New Framework for Lifelong Financial Success
Mar 15, 2025
The Skip One, Pocket the Cash Method: A Simple Habit for Big Savings
Mar 14, 2025
Financial Wellness, Health, and Resilience: Defining Key Metrics for Lasting Success
Mar 14, 2025
Free Financial Coaching Tools: Debt Reduction Worksheets & Resources You Can Use Now
Mar 13, 2025
The Smart Sample Strategy: Get Premium Products for Less
Mar 13, 2025
Is Financial Coaching Worth It? Hard Truths & Real Opportunities for Aspiring Coaches
Mar 12, 2025
The Toy Catalog Treasure Hunt: Fun & Affordable Shopping for Kids
Mar 12, 2025
How to Save Big on Subscriptions with the Rotation Strategy
Mar 11, 2025
Is the Financial Services Certified Professional (FSCP) Right for You?
Mar 11, 2025
The Repair Revival Challenge: Save Hundreds by Fixing Instead of Replacing
Mar 10, 2025
The Seasonal Stockpile Strategy: Buy Smart & Save Big Year-Round
Mar 10, 2025
Why Gut Instincts Can Mislead Financial Coaches?
Mar 10, 2025
The One-Car Household Experiment: Save Thousands by Downsizing
Mar 10, 2025
Are You Delusional About Your Coaching Business? Time for a Reality Check
Mar 09, 2025
Why Goal Setting Doesn’t Work and What to Do Instead?
Mar 08, 2025
Do Digital Business Cards Work? My Experience as a Financial Coach
Mar 07, 2025
Refinance and Forget It: The Simple Debt Trick to Save Thousands
Mar 07, 2025
Should You Attend Financial Conferences?
Mar 06, 2025
The No-Spend Weekend Challenge: Save Money & Still Have Fun
Mar 06, 2025
Why Using a Debt Management Company Might Be Better Than Going Solo
Mar 05, 2025
Micro Garden Money Saver: Grow Fresh Produce & Cut Grocery Costs
Mar 05, 2025
Library Luxury Lounge: Free Streaming, Tools, and Gear to Save Big
Mar 04, 2025
Best Note-Taking Tools for Financial Coaches: My Go-To Software and Intake Tips
Mar 04, 2025
Library Life Hack: Free Entertainment & Learning You Didn’t Know About
Mar 04, 2025
Hotel Price Drop Rebook Trick: Save Money on Your Next Stay
Mar 03, 2025
Content or Clients First? The Right Way to Build Your Financial Coaching Business
Mar 03, 2025
Holiday Shopping Hack: How to Get Money Back on Price Drops
Mar 03, 2025
Why 'Paycheck to Paycheck' Doesn’t Resonate Anymore: A New Approach to Financial Terms
Mar 02, 2025
How Long Should You Keep Your Car? My Take on Holding Cars for Decades
Mar 01, 2025
The Secret to Developing a Money Mindset (Without Affirmations)
Feb 28, 2025
The Flavor Bank System: Save Money and Get Fresher Spices
Feb 28, 2025
Daycare Costs vs. Income: How Much Should You Really Spend?
Feb 27, 2025
Grey Water Gardening: Cut Your Water Bill and Reduce Waste
Feb 27, 2025
The Grocery Store Receipt Rebate Trick: Earn Cash Back on Every Shopping Trip
Feb 26, 2025
Which Financial Coach Should You Listen To? The Surprising Answer!
Feb 26, 2025
The Grocery List Lock-In Rule: Stop Impulse Buys and Save Hundreds
Feb 25, 2025
The Efficiency Hour: A Simple Weekly Habit to Save Money and Time
Feb 25, 2025
If You're Thinking of Changing Your Niche, Listen to This First!
Feb 25, 2025
The Entertainment Time Shift: How to Save Big on Movies, Dining, and More
Feb 24, 2025
Relax, Focus, and Sleep Better with High-Definition Nature Sounds
Feb 24, 2025
Stop Using Goals... Read THIS Instead!
Feb 24, 2025
The Color-Coded Kitchen System: Stop Food Waste and Save Money
Feb 24, 2025
When I Get Asked About Teaching Kids About Money
Feb 23, 2025
Handling Negativity in Coaching: How to Keep Clients on a Positive Path
Feb 22, 2025
The Cookie Stock Exchange: How to Save Money on Holiday Baking
Feb 21, 2025
Should You Add On Another Business? Smart Tips for Financial Coaches
Feb 21, 2025
How to Save Money on Skincare with the DIY Beauty Bar Method
Feb 20, 2025
How Much House Is Just Right? My Personal Take on Buying Wisely
Feb 20, 2025
Turn Your Daily Commute Into a Money-Saving (or Money-Making) Machine
Feb 19, 2025
Balancing Your Work Week as a Financial Coach: Finding What Works for You
Feb 19, 2025
The Cashback Stacking Trick That Stores Don’t Want You to Know
Feb 18, 2025
How to Hack Online Learning & Save Thousands on Education
Feb 18, 2025
Should You Just Answer Client Questions? Here’s Why It Matters
Feb 18, 2025
I Fired My Financial Advisor… Then Hired One Again! Here’s Why
Feb 17, 2025
The Bill Negotiation Hack: Save Money in Minutes
Feb 17, 2025
What Freebies Should You Offer? Hint: It’s Not Just About Tools
Feb 17, 2025
Should You Release Bilingual Financial Resources Early?
Feb 16, 2025
Prepping for Student Loan Questions as a Financial Coach
Feb 15, 2025
How to Get Free Food and Discounts on Your Birthday: Best Birthday Freebies
Feb 14, 2025
Boosting Instagram Engagement: Strategies that Work
Feb 14, 2025
The 52-Week Savings Challenge with a Twist: A Smarter Way to Save Money
Feb 13, 2025
How I Manage My Bookkeeping Efficiently
Feb 13, 2025
Backwards Budgeting: A Simple Hack to Save Money & Spend Guilt-Free!
Feb 12, 2025
When Does Whole Life Insurance Make Sense?
Feb 12, 2025
How to Maximize Bank Account Bonuses for Easy Cash & Savings
Feb 11, 2025
Digital Declutter: Slash Subscription Costs with This Smart Sharing Hack!
Feb 11, 2025
Should You Offer Free Coaching? Navigating Beta Client Offers
Feb 11, 2025
Skill Swap Challenge: Save Money & Gain Valuable Knowledge in Just One Month!
Feb 10, 2025
Restaurant Recreation Challenge: Save Money by Making Your Favorite Takeout at Home!
Feb 10, 2025
Crafting the Perfect Elevator Pitch: The Key to Sparking Curiosity
Feb 10, 2025
My Zero Interest Period Is Expiring! What Now?
Feb 09, 2025
When a Client Leaves a Scathing Review: How to Handle Negative Feedback
Feb 08, 2025
Save Money on Utilities: The Fun Way to Cut Costs with the Utility Game
Feb 07, 2025
Smart Secondhand Shopping: How to Find Hidden Deals and Save Thousands
Feb 07, 2025
Why I Said 'Try Something Else': A Guide to Finding Your Coaching Niche
Feb 07, 2025
Free Financial Goal Worksheets: Boost Your Clients' Success
Feb 06, 2025
How to Stop Procrastinating: The Power of a Weekly Life Tracker
Feb 05, 2025
The Vacation Savings Rent Hack: How to Negotiate Lower Rent & Save Big
Feb 05, 2025
Why Financial Coaches Should Avoid Saying 'Financial Peace
Feb 04, 2025
The Power Hour Challenge: Save Money & Snack Smarter
Feb 04, 2025
What to Do When a Prospect Can't Afford Your Services
Feb 03, 2025
Mastering Joint Presentations: Tips for Financial Coaches
Feb 02, 2025
Affordable Social Media Management: How to Post to Multiple Channels with Hero Post
Feb 01, 2025
How I Scored 80% Off a Winter Coat: Tips for Finding Hidden Retail Gems
Jan 31, 2025
Is a Community College Counseling Certificate Worth It for Financial Coaches?
Jan 30, 2025
How to Save Time on Client Follow-Ups: Streamline with Video Emails & Scheduling Tools
Jan 29, 2025
LASIK Eye Surgery: Costs, Benefits, and My Life-Changing Journey
Jan 28, 2025
How Long Should Your Initial Client Call Be? Tips for Financial Coaches
Jan 28, 2025
Can Hardcore Music Be Motivational? Exploring Holistic Meditation's Unique Sound
Jan 27, 2025
Stories from the Frontlines of Financial Coaching: Lessons, Challenges, and Insights
Jan 27, 2025
Goal Setting: Why the ‘How’ Matters More Than the ‘What
Jan 27, 2025
Facebook Marketplace Car Buying: Tips to Avoid Scams and Spot Great Deals
Jan 26, 2025
Is a Financial Educator Certification Worth It?
Jan 26, 2025
Breaking Free from Learned Helplessness: Overcoming Patterns That Hold You Back
Jan 25, 2025
Should You Start a Monthly Accountability Group? Insights and Real-World Experiences
Jan 25, 2025
Need Extra Cash? 5 Low-Cost Business Ideas You Can Start Today
Jan 24, 2025
Does Debt Management Mean More Debt? Debunking the Myths of Debt Management Programs
Jan 24, 2025
Are We Spoiling Our Kids? How to Raise Responsible Children Without Overindulging
Jan 24, 2025
Choosing the Right Financial Coaching Program: My Top Picks and Insights
Jan 23, 2025
Advisor Fee Arrangements: What Works Best for Your Clients?
Jan 22, 2025
Paradise Awaits: How to Get Paid to Move Abroad
Jan 21, 2025
The Worst Coaching Business Idea Ever: Avoid This Side Hustle Trap
Jan 21, 2025
The Career Choice That Cost Me Millions—Lessons from My Biggest Regret
Jan 20, 2025
How I Predict Entrepreneurial Success (or Failure) with One Simple Question
Jan 20, 2025
Do Daily Email Blasts Really Work, or Are They Just Annoying?
Jan 19, 2025
Creativity Inc. – Building a Culture of Innovation at Work and Beyond
Jan 18, 2025
Why Goals Might Be Holding You Back: Insights from Top Experts
Jan 18, 2025
Time Mastery: How Audiobooks and Speed Listening Transform Your Day
Jan 17, 2025
Stay Connected and Focused: The Benefits of Virtual Co-Working
Jan 17, 2025
Turn Great Books into Life-Changing Action: Join the Personal Improvement Book Club
Jan 17, 2025
Essential Guide to Backing Up Precious Memories: My Top Backup Strategy
Jan 17, 2025
Financial Coaching Jobs: Opportunities, Insights, and Career Tips
Jan 17, 2025
Your Money or Your Life: Rethinking Financial Independence
Jan 17, 2025
Master Content Creation: Effortlessly Repurpose for Every Platform
Jan 16, 2025
Atomic Habits: Small Changes, Big Results – A Deep Dive with James Clear’s Book
Jan 16, 2025
Using Hashtags to Boost Discoverability: Tips for Social Media Success
Jan 15, 2025
2 Powerful AI Tools That Instantly Edit Your Videos for Social Media
Jan 15, 2025
The Art of Money: Transforming Your Financial Journey with Bari Tessler's Approach
Jan 14, 2025
Kickstart Your 2025: Money Book Club Featuring 'The Art of Money
Jan 14, 2025
Starting My Coaching Business Part-Time: A Step-by-Step Guide to Building a Side Hustle
Jan 13, 2025
When Should Financial Coaches Start Building Their Resources? A Guide to Timing and Strategy
Jan 12, 2025
The 4-Year Journey: How I Built My Coaching Business from Scratch
Jan 11, 2025
The Perfect Name for Your Financial Coaching Business: Why Simple Wins
Jan 10, 2025
Building Client Trust: How Financial Coaches Can Use Content to Prove Their Expertise
Jan 09, 2025
In-Person Workshop Hacks: How to Attract Clients Without Hosting Your Own Event
Jan 08, 2025
Boost Your Workshop Ratings: The Secret to High Satisfaction Scores for Financial Coaches
Jan 07, 2025
Boosting Engagement and Clients: Why Every Presentation Needs a Follow-Up Survey
Jan 06, 2025
The Power of Livestreams: Engage, Grow, and Stand Out Using Live Video
Jan 05, 2025
Unlocking Facebook’s Potential: How Financial Coaches Can Build Authority and Attract Clients
Jan 04, 2025
Why Writing a Book Without Publishing It Can Boost Your Authority and Influence
Jan 03, 2025
Mastering Email Newsletters: How to Engage, Convert, and Build Client Loyalty
Jan 02, 2025
Why Traditional Advertising Fails: A Financial Coach’s Guide to Smarter Marketing
Jan 01, 2025
Why Podcasting Alone Can Boost Your Authority as a Financial Coach
Dec 31, 2024
Why You Should Podcast with Guests: Expand Your Reach and Expertise
Dec 30, 2024
Unlocking Corporate Clients: How to Work with Employers and Organizations as a Financial Coach
Dec 29, 2024
Why Every Financial Coach Needs Toastmasters: Elevate Your Speaking Skills
Dec 28, 2024
Mastering Sales: Overcoming Objections and Closing the Deal Like a Pro
Dec 27, 2024
How He Bought a Private Island for $180k: Richard Branson's Bold Gamble (Chp 1)
Dec 26, 2024
My Journey to Becoming a Financial Coach: How I Got Started (Chapter 1)
Dec 25, 2024
How I Built a Six-Figure Financial Coaching Business Part-Time: The Side Hustle Blueprint (Chapter 2)
Dec 24, 2024
Is Financial Coaching Risk-Free? The Truth Behind the Hype (Chapter 3)
Dec 23, 2024
How a Super Bowl Streaker Made an Easy $300,000: The Wild Bet That Paid Off! (Chp 2)
Dec 22, 2024
Why You Should Never Go Into Business With Family: The Adidas vs. Puma Rivalry (Chp 3)
Dec 21, 2024
How Apple Wallet Can Save Your Vacation: A Must-Know Travel Hack!
Dec 20, 2024
Mastering Email Marketing: Tools and Tips for Financial Coaches
Dec 19, 2024
Why Quitting Your Job Isn’t the Answer: The Reality of Building a Financial Coaching Business (Chapter 4)
Dec 18, 2024
The Hard Truth About Building a Financial Coaching Business (Chapter 5)
Dec 17, 2024
Selling Made Easy: How to Grow Your Financial Coaching Business (Chapter 7)
Dec 16, 2024
How Financial Coaches Can Efficiently Take and Organize Client Notes: Best Practices with Kate Grayson
Dec 15, 2024
How Financial Coaches Can Land Their First Clients Fast: Cold Outreach Tips with Kate Grayson
Dec 14, 2024
The Truth About Networking: Building Relationships vs. Sales with Kate Grayson
Dec 13, 2024
Building a High-Income Client Base: Insights from Kate Grayson
Dec 12, 2024
Mastering Online Presence: Marketing Strategies for Financial Coaches with Kate Grayson
Dec 11, 2024
Overcoming Imposter Syndrome: Kate Grayson Share Her Journey
Dec 10, 2024
Princess Mako: The Royal Who Gave Up Everything for Love (Chp 14)
Dec 09, 2024
Motivate Your Life: The Power of a Simple Poster to Ignite Your Goals
Dec 08, 2024
The Best Financial Books Every Coach Should Read: Kate Grayson’s Top Pick
Dec 07, 2024
Are Financial Certifications Worth It? A Candid Conversation with Kate Grayson
Dec 06, 2024
Why Financial Certifications Matter: Kate Grayson’s Journey to Mastery
Dec 05, 2024
Do New Financial Coaches Need a Certification? Truths & Myths with Kate Grayson
Dec 04, 2024
Should New Financial Coaches Choose a Niche? Expert Insights with Kate Grayson
Dec 03, 2024
How to Boost Your Financial Coaching Business with a Custom Domain Name (Chapter 23)
Dec 02, 2024
How Long Do Clients Stick Around? Financial Coach Kate Grayson on Client Retention and Ongoing Support
Dec 01, 2024
How to Price Your Coaching Services: Kate Grayson’s Strategy for Success
Nov 30, 2024
How Kate Grayson Built a Six-Figure Coaching Business: Strategies for Success
Nov 29, 2024
Getting Paid as a Financial Coach: Interview with Kate Grayson
Nov 28, 2024
AFC Certification Exam: Why I Intentionally Missed Questions and Test Strategies for Financial Coaches
Nov 27, 2024
From Simple Rancher to Millionaire—The Oscar Stoler Story (Chp 16)
Nov 26, 2024
Stay Fresh on the Go: Why Disposable Toothbrushes Are Your Ultimate Travel Hack
Nov 25, 2024
Tailoring Financial Coaching: How to Adapt to Every Client's Style with Kate Grayson
Nov 24, 2024
Guiding, Not Telling: The Role of Advice in Financial Coaching with Kate Grayson
Nov 23, 2024
Decoding Investments: Financial Coaching Insights with Kate Grayson
Nov 22, 2024
Airport Hacks: How to Breeze Through TSA with Your Favorite Drinks
Nov 21, 2024
The Wildest Real Estate Gamble & Lessons in Risk (Chp 17)
Nov 20, 2024
Life Insurance and Suicide: What You Need to Know About Payouts
Nov 19, 2024
Coffee Wars: Inside the Nespresso vs. Peet’s Legal Battle Over Single-Serve Capsules (Chp 10)
Nov 18, 2024
Travel Survival Hacks: How Meal Replacement Powders Can Save Your Trip
Nov 17, 2024
Airport Parking Hacks: How to Save Hundreds with Off-Site Deals and Hotel Parking Apps
Nov 16, 2024
Weekend Road Trip Hacks: How to Rent a Car for Less Than $30!
Nov 15, 2024
The $250 Million Heist: How Frank Barasa Mastered Counterfeiting and Got Away (Chp 15)
Nov 14, 2024
Should You Attend the AFCPE Symposium? Insights for Financial Coaches
Nov 13, 2024
How to Camp for Free: Hidden Gems and Budget-Friendly Adventures
Nov 12, 2024
Creative Marketing Tactics for Coaches: Kate Grayson's Success Story
Nov 11, 2024
From Pixels to Profits: The Million-Dollar Homepage Story (Chp 18)
Nov 10, 2024
Unsubscribers: How Worried Should You Be? Insights for Coaches with Kate Grayson
Nov 09, 2024
"Why I'm Not Telling You Everything: The Unspoken Secrets of Financial Coaching (Chapter 6)
Nov 08, 2024
The Secret Behind Pete’s Book: Free Tools to Grow Your Financial Coaching Business
Nov 07, 2024
Discover Key West with Hop On Hop Off Tours: Affordable, Fun, and Convenient!
Nov 06, 2024
Disney Hack: Save Big on Fuel Rod Chargers for Your Phone!
Nov 05, 2024
Is Megabus Worth It? Affordable Bus Travel, Wi-Fi, and Hidden Perks
Nov 04, 2024
The Ultimate Free Hotel Breakfast Guide: Save Money & Time While Traveling!
Nov 03, 2024
From Forgotten Ferrari to Million-Dollar Masterpiece: The Tale of Admiral Phillips’ 1955 Ferrari 500 Mondial (Chp 11)
Nov 02, 2024
The Humble Carpenter Who Changed Lives: Dale Schroeder’s $3M Legacy of Education (Chp 12)
Nov 01, 2024
Grow Your Financial Coaching Business: Share Your Success Story & Boost Your Visibility
Oct 31, 2024
From $4 Flea Market Find to $8M Treasure: The Hidden Value of Forgotten History (Chp 5)
Oct 30, 2024
The $738M Bitcoin Pizza: A Wild Ride Through Cryptocurrency’s Early Days (Chp 4)
Oct 29, 2024
Rise & Shine: The Untold Story of American Airlines’ $19M Sky Mirror Revolution (Chp 8)
Oct 28, 2024
Building a 6-Figure Financial Coaching Business: Website Secrets You Must Know (Chapter 22)
Oct 27, 2024
Crafting Authentic Newsletters: Selling Less and Connecting More with Kate Grayson
Oct 26, 2024
Reinventing Success: The Story Behind Febreze's Marketing Makeover (Chp 6)
Oct 25, 2024
Mastering Newsletter Titles: Strategies for Higher Open Rates with Kate Grayson
Oct 24, 2024
Unlocking Affordable Travel: Why Hostels Are the Best Choice for Your Next Trip
Oct 23, 2024
Creating Contracts for New Coaches: Insights with Kate Grayson
Oct 22, 2024
Why 'Empower' Isn’t the Best Word for Financial Coaches (Chapter 21)
Oct 21, 2024
Mastering Money as a Couple: Kate Grayson on Navigating Household Finances
Oct 20, 2024
Why January Beats Financial Literacy Month: Insights from Kate Grayson
Oct 19, 2024
Building Authentic Connections: Kate Grayson on Crafting Effective Newsletters
Oct 18, 2024
The Sky's the Limit: $40,000 Side Hustles and Death-Defying Climbs (Chp 7)
Oct 17, 2024
Can You Build a Coaching Business in 3 Months? Career Advice with Kate Grayson
Oct 16, 2024
Road Trip Hacks: The Secret to Easy Outfit Changes on the Go
Oct 15, 2024
Starting Your Coaching Business: DIY vs. Professional Logos – What’s Best?
Oct 14, 2024
How to Start a Financial Coaching Side Hustle: Helping Single Parents Thrive
Oct 13, 2024
Yelp vs Google Reviews: Boosting Your Financial Coaching Business with Online Reputation
Oct 12, 2024
Rats Ate $2 Billion: Inside Pablo Escobar's Fortune - True Crime Tales (Chp13)
Oct 11, 2024
Is Branded Swag in Conference Gift Bags Worth It? A Minimalist’s Perspective
Oct 10, 2024
How to Tell When Clients Are Ready to Handle Their Own Finances | Financial Coaching Insights
Oct 09, 2024
Overwhelmed by the Business Side of Financial Coaching? Here’s How to Succeed!
Oct 08, 2024
Facing Bankruptcy: How to Guide Clients with Integrity and Empathy
Oct 07, 2024
Why Financial Coaches Should Stop Trying to Look Big and Focus on Authenticity (Chapter 20)
Oct 06, 2024
Grow Your Financial Coaching Business: Why Being Known Beats Being the Best (Chapter 19)
Oct 05, 2024
Top Financial Coaching Certifications: Which One Should You Get to Boost Your Career? (Chapter 18)
Oct 04, 2024
Do Financial Coaching Clients Really Care About Certifications? Unveiling the Truth (Chapter 17)
Oct 03, 2024
Should You Trademark Your Financial Coaching Business? A Comprehensive Guide for Coaches (Chapter 16)
Oct 02, 2024
Mastering Financial Coaching Branding: How to Choose the Perfect Logo for Your Business (Chapter 15)
Oct 01, 2024
Why Your Financial Coaching Business Name Doesn’t Matter as Much as You Think (Episode 14)
Sep 30, 2024
Why Financial Coaches Need E&O Insurance: Essential Tips for Protecting Your Business (Chapter 13)
Sep 29, 2024
Should You Incorporate? Essential Tips for Launching Your Financial Coaching Business (Chapter 12)
Sep 28, 2024
Building a Thriving Financial Coaching Business: Essential Tools & Strategies (Chapter 11)
Sep 27, 2024
Why Most Financial Coaches Fail: The Harsh Reality and How to Succeed | Chapter 10
Sep 26, 2024
How Much Can You Charge? Chapter 9
Jul 21, 2024
How Much Will You Really Make? Chapter 8
Jul 20, 2024
How Kate Grayson Built A Six-Figure Financial Coaching Business!
Jul 19, 2024
How To Find Free Campsites!
Jul 19, 2024
Why Canada Is A Great Summer Vacation Spot!
Jul 18, 2024
The Quiet Airport Room No One Uses!
Jul 17, 2024
What Is A One Tank Trip?
Jul 16, 2024
The Conqueror Challenge Is A Great Example of Accountability - and Kept My Active!
Jul 07, 2024
Amazing Money Stories - A Swell Time
Jun 20, 2024
Who Needs Toastmasters
Jun 13, 2024
What You Should Know Before Working With Employers and Organizations
Jun 12, 2024
Why You Should Podcast With a Guest
Jun 11, 2024
Why You Should Podcast Alone
Jun 10, 2024
Why You Should Not Advertise On Paper
Jun 10, 2024
How To Make A Good Email Newsletter
Jun 09, 2024
Why You Should Write A Book Without Publishing It
Jun 08, 2024
How To Get Super High Ratings In Workshops
Jun 07, 2024
Why You Should Always Use A Survey
Jun 06, 2024
The Benefit Of Livestreams
Jun 05, 2024
The Importance Of Facebook
Jun 04, 2024
AMAZING MONEY STORIES Book Is Out!
Jun 03, 2024
Here's My In-Person Workshop Hack!
Jun 02, 2024
How To Name Your Financial Coaching Business
Jun 01, 2024
How To Use Hashtags To Be Discovered
May 31, 2024
When You Should Start Building Your Resources
May 30, 2024
This Is How Long It Took Me To Build My Business
May 29, 2024
How I Started My Coaching Business Part-Time
May 28, 2024
2 Unreal Tools That Automatically Edit Your Videos
May 27, 2024
How To Easily Create Content For All Platforms
May 26, 2024
How I Do Joint Presentations
Mar 11, 2024
Why I Said Try Something Else
Mar 10, 2024
Free Financial Goal Worksheets For You
Mar 09, 2024
How To Stop Procrastinating
Mar 08, 2024
Why You Shouldn't Say Financial Peace
Mar 07, 2024
How To Get Every Streaming Service & Movie For Free
Mar 06, 2024
Affordable Way To Post To Multiple Social Media Channels
Mar 05, 2024
How I Got 80% Off A Winter Coat
Mar 04, 2024
What I Think About A Community College Counseling Certificate
Mar 03, 2024
How Long Is My Initial Phone Call?
Mar 02, 2024
How I Feel About Goal Setting
Mar 01, 2024
What I Think About A Financial Educator Certification?
Feb 29, 2024
Should You Start A Monthly Accountability Group?
Feb 28, 2024
Does Debt Management Means More Debt?
Feb 27, 2024
Which Training Program Would I Recommend?
Feb 26, 2024
What Mismanaged Teams Are Missing!
Feb 25, 2024
How I Feel About Different Advisor Fee Arrangements
Feb 25, 2024
The Worst Coaching Business Idea Ever?
Feb 24, 2024
I Sniff Out Future Entrepreneur Failures with This Question?
Feb 23, 2024
How A Career Crisis Made Ian Foster Invent CENTER CAM
Feb 22, 2024
Do Daily Email Blasts Actually Work?
Feb 22, 2024
What The Experts Say About Goals
Feb 21, 2024
What I Use For Computer Backups
Feb 20, 2024
⁠My Client Gave Me A Scathing Review⁠
Oct 21, 2023
My Zero Interest Period Is Expiring!
Oct 20, 2023
What Should My Elevator Pitch Include?
Oct 19, 2023
Should I Offer 6 Months of Coaching Free?
Oct 11, 2023
When Does Whole Life Insurance Make Sense?
Oct 10, 2023
How Do YOU Do Bookkeeping?
Oct 09, 2023
Increase Your Instagram Engagement
Oct 08, 2023
How Should I Prep For Student Loan Questions?
Oct 07, 2023
Should I Release Some Bilingual Resources?
Oct 06, 2023
What Freebies Should You Offer?
Oct 05, 2023
How To Balance Your Work Week
Oct 04, 2023
What If The Client Just Has Questions
Oct 03, 2023
How To Spend Less To Save More
Sep 01, 2023
How To Lower Your Streaming Services Costs
Sep 01, 2023
How To Really Create A Money Mindset
Sep 01, 2023
Easy Ways To Pay Off Your Mortgage Faster
Sep 01, 2023
Why I Have To Present Lots Of Vacation Ideas
Sep 01, 2023
How To Keep Your House Cool In Extreme Heat
Sep 01, 2023
Why I Started This Financial Coaching Channel
Aug 29, 2023
How I Do Vision Boards Now
Aug 28, 2023
This Coach Really Wanted This Client BUT...
Aug 27, 2023
Stop Using Goals... Read THIS Instead!
Aug 26, 2023
If You're Thinking About Changing Your Niche
Aug 25, 2023
Which Financial Coach Should I Listen To?
Aug 23, 2023
How Much Of My Income Should I Pay For Daycare?
Aug 22, 2023
Yard Cards Is One Of My Favorite Side Hustles
Aug 22, 2023
How Do I Create A Money Mindset?
Aug 18, 2023
My Warning About Digital Business Cards
Aug 16, 2023
Why Goals Are Turning Off Your Prospects
Aug 16, 2023
Does A Financial Concept Worry You?
Aug 08, 2023
Are You Delusional About Your Coaching Business?
Aug 08, 2023
Be Controversial?
Aug 03, 2023
Wellness vs Health vs Resilience
Aug 03, 2023
Free Budget & Debt Worksheets
Aug 03, 2023
Why Am I Discouraging Financial Coaches?
Aug 03, 2023
What I Think About The Financial Services Certified Professional® (FSCP®) By The American College
Aug 03, 2023
How To Take Financial Peace University For Cheap
Aug 13, 2022
Stop Using The Term PAYCHECK TO PAYCHECK
Aug 12, 2022
Should You Be Listed in a Financial Coach Directory?
Aug 11, 2022
Strict Rules Are For Courses - Not Coaching
Aug 10, 2022
My Client Is Way UNDERSPENDING?!?!
Aug 09, 2022
Should I Charge For My Workshop at a Non-Profit?
Aug 08, 2022
Should Financial Coaches Join BNI?
Aug 07, 2022
How I Do Group Financial Coaching
Aug 06, 2022
How To Take Financial Courses & Certifications For Free
Aug 05, 2022
How I Use "Rich People Don't Want to Look Rich"
Aug 04, 2022
Isn't Recommending a 401k Investment Advice?
Aug 03, 2022
How To Build a WOW Presentation
Aug 02, 2022
My Client Is Claiming Intellectual Property
Aug 01, 2022
Why You Need To Know a Career Coach
Jul 31, 2022
How to Get Conference Speaking Gigs
Jul 30, 2022
How I Feel About Timeshares
Jul 29, 2022
Don't Advertise Achieving Specific Goals
Jul 28, 2022
Do I Record My Presentations?
Jul 27, 2022
Do I Need Insurance As A Financial Coach?
Jul 26, 2022
Can A Non Resident Open an Account?
Jul 25, 2022
Conviction WITHOUT Convincing
Jul 24, 2022
My Clients Are Going To Lose Their House!
Jul 23, 2022
Never Donate a Session to a Silent Auction
Jul 22, 2022
My Recent College Grad Client Wanted a $90k Car, So We Got It
Jul 21, 2022
Why I Created This Financial Coaching Channel
Jul 20, 2022
My Worst Attended Workshop
Jul 19, 2022
How To Read The Books for the AFC Cerification
Jul 18, 2022
When Clients Should Ignore Their Credit Score
Jul 17, 2022
Full-Time Remote Financial Coaching Job Available Now
Jul 17, 2022
How I'm Coaching in this Housing Market
Jul 17, 2022
They Want To Learn From You BEFORE They Buy From You
Mar 19, 2022
Client has a spending problem. How do I make them see it?
Mar 18, 2022
Is THIS the New Hourly Rate for Financial Coaches?
Mar 17, 2022
What I Learned About Living Like Immigrants
Mar 16, 2022
Should Clients Burn Their Boats?
Mar 15, 2022
Are You A Mandated Reporter?
Mar 15, 2022
Best Practices For Sharing Other People's Content
Feb 10, 2022
Beware of Missing Context
Feb 09, 2022
How To Build A Financial Presentation
Feb 09, 2022
How To Pivot When You're Niche Isn't Working
Feb 08, 2022
Why I Quit Coaching Is The Same Reason You Should Do It As A Side Hustle
Feb 08, 2022
When Clients Ask, "Why Should I Listen To YOU?"
Feb 08, 2022
Sell The Benefits NOT the Method
Feb 07, 2022
The Problem With Financial Wellness Assessments
Feb 06, 2022
Where Should I Get A Logo?
Feb 05, 2022
Writing Articles To Generate Leads?
Feb 04, 2022
Why I Don't Give Gifts
Feb 03, 2022
How To Ethically Get Testimonials
Feb 01, 2022
What I Hated About Being A Financial Advisor
Jan 31, 2022
What I Mean By "Hustle THEN Declare"
Jan 30, 2022
What I Loved About Being a Financial Advisor
Jan 29, 2022
When A Client Doesn't Listen
Jul 30, 2021
When A Client Asks If They're Doing OK For Their Age
Jul 30, 2021
Tell Them How YOU Did It - Not How THEY Can
Jul 30, 2021
Why I Start With Cruise Control Goals
Jul 30, 2021
Work With A Chip On Your Shoulder
Jul 30, 2021
Keep Your Language Personal - Not Generic
Jul 01, 2021
Why I Think In 3's
Jul 01, 2021
Be Yourself?
Jul 01, 2021
The Power Of Sprints In A Marathon
Jul 01, 2021
How To Push Your Client Harder
Jul 01, 2021
Why I Would Rather Get Stiffed On A Coaching Session Than Do Marketing
Jun 29, 2021
Trust Your Gut? How Has That Worked Out For You?
Jun 29, 2021
Shorten The Time Between Contact and First Appointment
Jun 29, 2021
My Bad Experience With A Good Coach
Jun 29, 2021
Not All Coaching Techniques Need To Be In Every Coaching Session
Jun 29, 2021
Why Clients CAN'T Do What Debt Consolidation Companies Can
Jun 29, 2021
Clients Hire On Comfort. Professionals Care About Certifications
Jun 29, 2021
Finding Work/Life Balance - And Avoiding The Big Mistake
Jun 29, 2021
Why I Specifically Charge $150 Per Session (Up To An Hour)
Jun 29, 2021
Address Imposter Syndrome By Fixing Your Marketing
Jun 29, 2021
Recommending A Fee Only Financial Planner May Be Bad Advice
Jun 28, 2021
3 Things That Are Misunderstood About Side Hustle Income
Jun 28, 2021
Financial Coaches Shouldn't Be Accountability Partners. Or Should They?
Jun 28, 2021
Why I Don't Mind Clients Playing Lottery Or Buying Cryptocurrencies
Jun 28, 2021
One Of My Favorite Financial Coaching Trainings Is Now Online
Jun 28, 2021
How To Create Killer Financial Presentations To Gain More Exposure
Jun 28, 2021
My Problem With The Financial Independence Community
Jun 28, 2021
What Helps Me When Talking About Investments
Jun 28, 2021
Reviewing Your Financial Coaching Sessions
Jun 28, 2021
Benefits Of Sharing Personal And Professional Information
Jun 28, 2021
How To Grow Your Financial Coaching Business Is Now Live
Jun 28, 2021
You SHOULD Podcast - But On Video
Jun 28, 2021
You Might Solve A Car Loan Problem Today
Jun 28, 2021
My Favorite Credit Score Resource
Jun 28, 2021
Clients Don't Care About Your Passion
Jun 28, 2021
Being Known VS Being The Best
Jun 28, 2021
5 Financial Coaching Myths
Jun 28, 2021
Why She NEVER Uses The Word "Empower"
Jun 28, 2021
The Problem With Hard And Fast Rules
Jun 28, 2021
What To Do If You Stress About Financial Coaching
Jun 28, 2021
Be Compassionate - Not Infuriated
Jun 28, 2021
Your Imperfections Make You Approachable
Jun 28, 2021
How I Pitch Financial Coaching
Jun 28, 2021
Dealing With A Pet That They Can't Afford
Jun 28, 2021
Why Time Horizon Trumps Risk Tolerance
Jun 28, 2021
The Story Of The Corvette And The Trailer Home
Jun 28, 2021
My Tactic Of Refresh - Not Replace
Jun 28, 2021
Why I Don't Revisit Motivation
Jun 28, 2021
Part Of Active Listening Means Not Planning Questions
Jun 28, 2021
How Much Info Should You Give Away For Free?
Jun 28, 2021
If You're Not Fulfilled At Work - Do THIS Instead of Quitting
Jun 28, 2021
What Financial Coaches Are Missing In Their Budget Conversations
Jun 28, 2021
How To Make Money With A Tax Preparer Side Hustle
Jun 28, 2021
My 3 Types of Financial Coaching Clients
Jun 28, 2021
Don't Give Advice On Insurance Policies!*
Jun 28, 2021
What Did Your Client Give You Permission To Coach On?
Jun 28, 2021
Should I Charge For My Financial Workshop?
Jun 28, 2021
Mistakes Financial Coaches Make Trying To Help People Find Jobs
Jun 28, 2021
Conflict of Interest Rules Exist To Protect Clients! Not Hinder You
Jun 28, 2021
I'm Presenting At The Annual Conference on Financial Education
Jun 28, 2021
Why Guaranteed Rejections Should Be Part Of Your Success Plan
Jun 28, 2021
Do THIS Before Your First Referral Partner Meeting
Jun 28, 2021
How To Help Clients Deal With Financial Setbacks
Jun 28, 2021
Thinking Of Writing A Blog? Do THIS Instead
Jun 28, 2021
Why I Coach
Jun 28, 2021
Why You Should Schedule Your First Meeting ASAP
Jun 28, 2021
How I Do Ongoing Financial Education
Jun 28, 2021
Why No Referral Is Better Than A Bad Referral
Jun 28, 2021
How I Handle Time During Appointments
Jun 28, 2021
It's OK To Be Nervous
Jun 28, 2021
Don't Let Oversimplification Get Dangerous
Jun 28, 2021
When Do I Do My Financial Coaching?
Jun 28, 2021
Why You Shouldn't Ask Friends And Family If You Should Be A Financial Coach
Jun 28, 2021
Use Tech To Test Your Seminars
Jun 28, 2021
Here's Why You DON'T Want A Formal Mentor
Jun 28, 2021
Here's Why You Should NOT Mimic Successful Financial Coaches
Jun 28, 2021
Are You Willing To Push Back Like This?
Jun 28, 2021
My Online Debt Course Won An Award
Jun 28, 2021
Find A Debt Management Partner
Jun 28, 2021
What To Do If There's A Suicide Risk
Jun 28, 2021
Should I Charge Family?
Jun 28, 2021
Eating The Frog Can Help Me, You, and Clients
Jun 28, 2021
When To Break Client Confidentiality
Jun 28, 2021
You Should Be Able To Get Lots Of Clients Right Now
Jun 28, 2021
Try To Avoid Getting Sued By Avoiding This
Jun 28, 2021
Financial Coaches Say This Is Their Biggest Regret
Jun 28, 2021
If You Have No Idea What To Charge
Jun 28, 2021
Is Financial Coaching The New Life Coaching?
Jun 28, 2021
Are You A Challenger or Cheerleader?
Jun 28, 2021
This Is What Made My Perfect Referral Partner
Jun 28, 2021
Is This What You're Working On
Jun 28, 2021
Why Are Financial Coaches Afraid of Bankruptcy?
Jun 28, 2021
The Best Financial Coaching Training
Jun 28, 2021
Selling Isn't Hard - Selling ENOUGH Is
Jun 28, 2021
How To Help Clients Do Something New
Jun 28, 2021
If Selling Financial Coaching Isn't Easy For You
Jun 28, 2021
Are You Financial Coaching Because It Seems Respectable?
Jun 28, 2021
You Wouldn't Do This At Any Other Company
Jun 28, 2021
Why Clients Should Lease - Not Buy - A Car
Jun 28, 2021
My Most Common Challenge When Financial Coaching Couples
Jun 28, 2021
Clients Don't Want Your Procedures In Financial Coaching
Jun 28, 2021
I Recommend This Podcast For Improving At Financial Coaching
Jun 28, 2021
Start The Way You Want To End
Jun 28, 2021
How To Identify Your Role In A Financial Coaching Session
Jun 28, 2021
New Financial Coaches Should Get The AFC Designation
Jun 28, 2021
Don't Try To Look Big
Jun 28, 2021
Who Is Giving You Feedback On Your Financial Coaching Sessions?
Jun 28, 2021
What Financial Coaching Training Should You Take?
Jun 28, 2021
Why Financial Coaches Should Embrace Technology
Jun 28, 2021
What I Use For Scheduling Client Appointments
Jun 28, 2021
Should I Sell Or Give Away My Financial Tools?
Jun 28, 2021
Do You Need Those Activity Worksheets?
Jun 27, 2021
How Much Money Will You Realistically Make As A Financial Coach?
Jun 27, 2021
Hating Your Job Is Not Enough Of A Reason To Be A Financial Coach
Jun 27, 2021
What Are YOU Looking For From This Podcast?
Jun 27, 2021
When You Shouldn't Use Your Elevator Pitch
Jun 27, 2021
How Long Will It Take To Study For The AFC Certification?
Jun 27, 2021
Authority Comes from Experience - Not Knowledge
Jun 27, 2021
Is A Financial Coaching Career Too Good To Be True
Jun 27, 2021
How This Financial Coach Got His First Clients
Jun 27, 2021
Why I Don't Care What You Spend On Coffee
Jun 27, 2021
Stop Bashing Payday Loans
Jun 27, 2021
When To Double Down
Jun 26, 2021
Do You Need A Refund Policy For Your Financial Coaching?
Jun 26, 2021
Are You Okay With Constantly Chasing A Sale?
Jun 26, 2021
Why I Don't Want to Hear What Your Goal Is
Jun 26, 2021
Why You Should Stop Giving Christmas Gifts
Jun 26, 2021
What You Should Charge For Seminars
Jun 26, 2021
Is Your Business Model Flexible Enough?
Jun 26, 2021
The 5 Types of Coaching Sessions
Jun 26, 2021
Are Platitudes Sabotaging Your Business?
Jun 26, 2021
Why Every Client Should Pay
Jun 26, 2021
Why You Should Say "I Don't Know"
Jun 26, 2021
Why Looking Prepared Worries Your Clients
Jun 26, 2021
How To Make Seminar Attendees Happier
Jun 26, 2021
How To Get Free Travel
Jun 26, 2021
Excerpt From My Side Hustle Presentation
Jun 26, 2021
Here's What I Recommend Instead of Reading More
Jun 26, 2021
You Should Expect Praise From Financial Coaching Clients
Jun 26, 2021
How Long Should Financial Coaching Sessions Be?
Jun 26, 2021
If You're Calling, You're Not Coaching
Jun 26, 2021
How You Can Find Your Niche
Jun 26, 2021
When Should I Quit Financial Coaching?
Jun 26, 2021
Posting To Social Media Is NOT Selling
Jun 26, 2021
How Much Do I Make As A Financial Coach?
Jun 26, 2021
Your Clever Elevator Pitch Sucks
Jun 26, 2021
How To Make Role Playing Effective For Training
Jun 26, 2021
A Book Every Financial Coach Should Read
Jun 26, 2021
You Probably Aren't Really Doing Financial Coaching
Jun 26, 2021
You Should Be Financial Coaching As A Side Hustle
Jun 26, 2021
During Market Turmoil, Be Ready to Educate and Refer
Jun 26, 2021
Here's Why I Don't Use Financial Assessments Anymore
Jun 26, 2021
Here's Why You're Not Getting Referrals
Jun 26, 2021
Don't Pick Your Niche Too Early
Jun 26, 2021
Equip Your Mind - Not Your Library
Jun 26, 2021
How I Got My First Financial Coaching Clients
Jun 26, 2021
Financial Wellbeing Is A State - Not A Moment
Jun 26, 2021
Stop Telling Clients What You DON'T Do
Jun 26, 2021
Do You Need A Website For Your Business?
Jun 26, 2021
Why Aren't My Clients Showing Up? Even Though They Paid?
Jun 26, 2021
Thank - Not Bash - Dave Ramsey
Jun 26, 2021
If You Think Financial Coaching Is The Perfect Role For You...
Jun 26, 2021
Stop Meeting People Where They're At
Jun 26, 2021
You're Not Being Conversational
Jun 26, 2021
Stop Creating Your Own Tools and Resources
Jun 26, 2021
Treat Every Coaching Session As If It's Your Last
Jun 24, 2021
Networking is NOT Selling
Jun 23, 2021
Which Financial Certification Should You Get?
Jun 23, 2021
Focus Exclusively On Getting Clients
Jun 23, 2021
I Started This For Financial Coaches Who Are Starting
Jun 23, 2021