Creative Ways to Help Clients Make Your Investment | EP 178

An episode of the The Financial Coaches Podcast podcast, hosted by Maria Casillas and Cody Sizemore, titled "Creative Ways to Help Clients Make Your Investment | EP 178" was published on February 10, 2025 and runs 29 minutes.

February 10, 2025 ·29m · The Financial Coaches Podcast

0:00 / 0:00

Episode Description

Oh boy, this might be a bit testy! In this episode of The Financial Coaches Podcast, the hosts talk about creative ways to help clients make the initial investment into your coaching program, because let’s face it, sometimes the hardest part of your program for clients is just getting started with it. Spoiler alert, one of the strategies MAY be a bit controversial, that is unless you have an open mind and welcome new perspectives that can not only benefit you but also your clients.

🚨Join us on Patreon and get 50% off for a limited time! Just click here: https://www.patreon.com/c/NewMoneyHabitsFinancialCoaches

🔥 Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration

✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches

✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network. Join Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial

✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list

🙋‍♂️ Have questions for the hosts? Submit them to: [email protected]

📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact

🎵 Music by Summer School

@newmoneyhabits / @sizemorefinancialcoaching

#newmoneyhabits #NewMoneyHabitsCoaches #NewMoneyHabitsFinancialCoaches #PersonalGrowth #Transformation #SelfDiscovery #Authenticity #FinancialCoaches #PodcastEpisode #FinancialCoach, #MoneyCoach, #PersonalFinanceCoach, #FinancialWellnessCoach #WealthCoach #FinanceCoach, #MoneyMindsetCoach #CommunityInCoaching #SupportNetwork #ProfessionalGrowth #CoachingJourney #PodcastEpisode #PersonalDevelopment #LevelingUp #CoachingCommunity

Share this episode

Similar Episodes

Great Marketing Will Always Fail Without Great Teaching

Apr 13, 2026 ·33m

Episode 565: The Financial Physician April 12, 2026

Apr 12, 2026 ·106m

The #1 Branding Mistake Growing Studio Owners Make

Apr 6, 2026 ·20m

Episode 564: TheFinancial Physician April 5, 2026

Apr 5, 2026 ·121m

Are You The Bottleneck For Your Own Studio?

Mar 30, 2026 ·43m

Episode 563: The Financial Physician March 29, 2026

Mar 29, 2026 ·119m

Similar Podcasts

Transform My Dance Studio – The Podcast For Dance Studio Owners Dance Studio Owners Association Behind every great studio is a story of transformation. The Transform My Dance Studio Podcast is your weekly lifeline for leadership, clarity, and community. This podcast is for studio owners at any stage of their journey who are ready to build profitable businesses that support their lives.Hosted by Olivia Mode-Cater, a lifelong dance educator and entrepreneur, each episode sparks inspiration and strategies to transform your studio and your life. You'll hear real-life stories from studio owners, mentors, and coaches who've been in the trenches, candid solo episodes that explore the personal and professional growth of studio leadership, and thoughtful deep dives with industry experts offering practical insight for studio owners.This show is designed to help studio owners move beyond survival mode and into a more intentional way of leading that supports financial growth without sacrificing joy, energy, or fulfillment. If you're building a studio you care deeply about, but know there' SAX IN THE MORNING Steve Sax Steve Sax, known by many for his phenomenal 14 year career as a major league baseball player where he was a 5-time All-Star, Rookie of the Year and 2-time World Series champion, hosts his podcast with the familiarity and experience that comes from playing on such great teams as the Los Angeles Dodgers, New York Yankees, Chicago White Sox and Oakland A’s. In addition, playing under such iconic coaches as Tony LaRussa and Tommy Lasorda, Steve gained invaluable life lessons through sports. After his playing career he found success not only as a coach and broadcaster but also as a financial consultant, author, motivational speaker and executive/life coach. You’ll find “Sax in the Morning” shorts, weekly, that will focus on the motivation necessary to get your game plan for the day set with the right tone to accomplish those goals you have for success. Let each episode start your day with the right mindset, and help you make the shift to persevere through the challenges and to follow you Secrets to Selling Your Business Jacob Koenig Welcome to "Secrets to Selling Your Business," where we explore the strategies, challenges, and success stories behind business transitions. The podcast is hosted by Jacob Koenig, a managing director and partner at Woodbridge International. Woodbridge is an atypical mergers & acquisitions firm founded in 1993, which combines collaborative strategies with a laser-pointed focus on their client's success. Woodbridge doesn't just help their clients get the best for their business but helps to transform their lives for the better.Join industry experts and thought leaders as they share invaluable insights on financial planning and the broader world of business advisory. On the show, Jacob interviews business owners, wealth managers, financial advisors, business lawyers, and life coaches. Gain the knowledge to navigate complexities, achieve financial success, embrace strategic shifts, and prepare to sell your business with no regrets. Get Fiscal Fitness - Money Strategies for the Fitness Obsessed Fiscal Fitness Phoenix Personal Trainers, studio owners and other fitness enthusiasts listen up! You have a plan for your training. You have a plan for your nutrition. And you may even be helping your own clients plan for those things too. What if I told you that all those same skills can be used to create a plan for your money too? We’re your hosts Kelsa Dickey and Jill Emanuel. We are financial coaches who have helped thousands of fitness-obsessed individuals just like you to stop winging it financially, to get on a plan, get ahead and learn how to spend with confidence. We are on a mission to take the stress out of money in our world. If you love having a plan for your fitness goals and want that same confidence for your finances… it’s time to make that happen. We will share easy, practical and smart strategies to help you save money, payoff debt, spend mindfully, make more money and gain control of your finances.Even better - we’ll make sure every financial strategy we share tracks back to the fitnes

URL copied to clipboard!