EPISODE · Jul 15, 2024 · 21 MIN
Coach the People You're Passionate About | EP148
from The Financial Coaches Podcast · host Maria Casillas and Cody Sizemore
Every financial coach eventually reaches a crossroads. Do you build your practice around the people you're passionate about serving, or do you change course because someone else seems more profitable? It's an easy trap to fall into. New coaches often assume they need to target wealthier clients, charge more, or shift their niche before they can build a sustainable business. But what if the better path isn't changing who you serve—it's finding creative ways to serve them well? In this Financial Coaches Classic, Maria and Cody explore why purpose should come before profit when building a coaching practice. They discuss the temptation to chase revenue, the burnout that often follows when coaches move away from the work they truly care about, and why serving first creates a stronger foundation for long-term success. The conversation also explores practical ways to make financial coaching accessible—from group coaching and assistant coaches to employer-sponsored programs and church partnerships—without compromising the people you're called to help. If you've ever wondered whether you need to change who you serve in order to build a successful coaching business, this conversation offers both encouragement and practical perspective. 🎧 Resources & Links Mentioned in This Episode If this conversation has you reflecting on the kind of coaching practice you want to build, 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 continue growing alongside others who understand the work. https://www.patreon.com/NewMoneyHabitsFinancialCoaches Looking for a clearer roadmap to build your coaching practice? Getting Started as a Financial Coach https://www.newmoneyhabits.com/coaches/webinar/gsfc-registration Join THE Financial Coaches Community on Facebook to connect with other financial coaches and continue the conversation. https://www.facebook.com/groups/nmhcoaches Want to talk through your next step? Schedule a call: https://www.newmoneyhabits.com/coaches/fcpodcast_contact Questions for the podcast? [email protected] Music by Summer School. Follow us: @newmoneyhabits @sizemorefinancialcoaching
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Coach the People You're Passionate About | EP148
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