PODCAST · business
eFinWell Financial Coaching
by Peter Waitzman
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.
Episodes
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Is Financial Coaching Right for You? A Hard-Hitting Reality Check
Welcome to the real talk about financial coaching. In this episode, Pete shares why most people struggle to find success in this field and offers a no-nonsense breakdown of what it takes to thrive. Are you the right personality for this career? Do you have the motivation, education, and grit to...
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Stop Overthinking: Focus on Clients, Not Systems
Are you caught up in the endless cycle of setting up logos, LLCs, and scheduling systems before you even land your first client? In this episode, Peter delivers a wake-up call to aspiring financial coaches: stop worrying about the operational details and start focusing on what really...
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Stop Building Worksheets and Start Building Your Business
Are you spending hours creating custom resources, logos, and worksheets for your coaching business? In this episode, Peter explains why this approach is a trap that distracts you from the real work of growing your business. Learn why most resources you need already exist—often for free—and how...
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Why Your Coaching Feels Scripted (And How to Fix It)
Do your coaching sessions feel stiff, robotic, or overly scripted? In this episode, Peter dives into the pitfalls of over-relying on coaching training checklists and the importance of making sessions feel like natural, engaging conversations. Learn why creating genuine value and building rapport...
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Stop Saying You’ll ‘Meet Clients Where They’re At’—Here’s Why
In this episode, Peter challenges the popular coaching phrase, "I'll meet you where you're at," explaining why it may unintentionally come across as judgmental or condescending. He explores how clients already assume personalized support and why focusing on action rather than empty reassurances...
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Passion Isn’t Enough: Avoiding Entitlement as a Financial Coach
In this episode, Peter uncovers a common pitfall for new financial coaches: letting passion lead to entitlement. He explains why feeling “called” to the profession isn’t enough to guarantee success and how this mindset can cause coaches to neglect the hard work required to build a thriving...
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When Clients No-Show: Understanding the Message and Moving Forward
No-shows can be frustrating for financial coaches, but what do they really mean? In this episode, Peter explores the hard truth behind why clients might not show up—even after prepaying for sessions. Learn how to reflect on your coaching approach, assess the value you’re providing, and grow from...
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Why Financial Coaches Should Embrace Dave Ramsey’s Impact
In this episode, Peter explores the widespread influence of Dave Ramsey in the personal finance world and explains why financial coaches should embrace, not bash, his work. From the debt snowball method to Financial Peace University, Ramsey’s programs have transformed millions of lives and even...
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Should You Make Financial Coaching a Full-Time Career? The Truth About Earning Potential
In this episode, Peter shares a candid look at the financial coaching industry and whether it’s realistic to turn it into a full-time career. Drawing from years of experience, he explores why starting as a side hustle might be the smarter move, the challenges of building a steady client base, and...
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Stop Judging Financial Products: Helping Clients Find the Right Solutions
In this episode, Peter addresses a common mistake among financial coaches: being overly judgmental about financial products like payday loans, title loans, or credit cards. Instead of dismissing these tools outright, Peter explains how understanding their role can help clients navigate their...
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Do Financial Coaches Really Need a Website? The Truth Revealed
In this episode, Peter tackles the heated debate: Do financial coaches need a website to succeed? Spoiler alert—absolutely not! Peter breaks down why your talent, trustworthiness, and proactive approach matter far more than a website or social media presence. Learn how to leverage alternative…
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How I Got My First Financial Coaching Clients: A Workshop Success Story
In this episode, Peter shares his journey of landing his first financial coaching clients, offering valuable insights and practical strategies for aspiring coaches. Learn how workshops became the cornerstone of his approach, from crafting engaging presentations to partnering with organizations to...
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From Scarcity to Abundance: Understanding the Stages of Financial Well-Being
In this episode, Peter explores the concept of financial well-being as a dynamic state rather than a fixed point. Using his "Financial Well-Being Curve," he explains how clients transition from financial scarcity to abundance—even before achieving financial independence. Learn how to guide…
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Financial Coaching in Unprecedented Times: Educate, Reassure, and Refer
In this episode, Peter shares valuable advice for financial coaches navigating unprecedented times, such as during market volatility or economic uncertainty. Learn why it’s crucial to balance educating your clients on smart financial strategies—like staying invested during downturns—with the...
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Unraveling Bad Decisions: Lessons from Sway for Coaches
In this episode, Peter dives into the fascinating insights from Sway by Ori and Rom Brafman, a must-read book exploring why even experts make historically bad decisions. Through gripping stories, this book breaks down the psychological factors that lead to poor choices and how small missteps can...
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Equip Your Mind: Why Financial Coaches Should Ditch the Tools and Focus on Impact
In this episode, financial coach Peter dives into the common pitfall of over-relying on resources like worksheets, cheat sheets, and branded tools in coaching sessions. He challenges coaches to shift their focus from the materials to equipping their minds with deeper knowledge and communication...
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Why Financial Coaches Should Ditch Blogs and Go Live Instead
Thinking about starting a blog to boost your financial coaching business? Think again. In this episode, Peter explains why blogs are no longer the best tool for building your audience or establishing expertise. Instead, he highlights the power of live video and social media for engaging potential...
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Earning the Next Session: How Financial Coaches Can Keep Clients Coming Back
Struggling to keep clients engaged after their first session? In this episode, Peter dives into the importance of earning each session as a financial coach. He shares strategies to deliver maximum value, build trust, and address client needs effectively—without holding back for future meetings....
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Should Financial Coaches Expand Beyond Their Expertise?
Can financial coaches effectively navigate international rules and complex financial situations outside their wheelhouse? In this episode, Peter explores the boundaries of financial coaching, including whether coaches should expand their expertise to accommodate international clients or stick to...
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Do Financial Coaches Need Certifications? The Truth Behind the Alphabet Soup
Are certifications essential for financial coaches? In this episode, Peter unpacks the common questions surrounding certifications in the financial coaching industry. He shares why certifications aren’t always necessary to attract clients, the real key to building credibility, and when pursuing a...
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The Secret to Building Referrals as a Financial Coach
Struggling to get referrals as a financial coach? You’re not alone. In this episode, Peter addresses the common frustration coaches face when seeking referrals from financial advisors, real estate agents, and other professionals. He reveals a powerful mindset shift: give first, receive later.…
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Why Financial Coaching Intakes and Assessments Might Not Matter
Are financial coaching assessments and intakes as valuable as they seem? In this episode, Peter breaks down why these tools may not be the key to building trust or gaining insights into your clients' financial challenges. He shares strategies for starting meaningful conversations, establishing...
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Why You Shouldn’t Choose Your Financial Coaching Niche Too Soon
How early is too early to define your financial coaching niche? In this episode, Peter explores the pitfalls of narrowing your target audience before gaining real-world coaching experience. He shares insights on working with diverse clients, how to discover your ideal demographic over time, and…
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Are Role-Plays in Financial Coach Training Worth It?
Role-playing is a common training tool for financial coaches, but is it truly effective? In this episode, Peter breaks down the pros and cons of using role-playing in financial coaching training. He shares his personal experiences, why many trainees (and trainers) find role-plays uncomfortable…
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Do You Really Need Certifications?
Are certifications the key to success as a financial coach? In this episode, Peter dives into the ongoing debate about certifications in financial coaching. He explores the importance (and limits) of certifications, why “alphabet soup” isn’t always necessary, and which designation stands out: the...
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Should Financial Coaches Focus on Practice Over Research for Real-World Impact?
Discover why practice beats research when it comes to mastering financial coaching in this insightful episode. Peter shares actionable tips for coaches, including the value of partnering with mentors, shadowing experts, and learning through real-world experience. Whether you're a new coach or...
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Is Calendly the Best Tool for Financial Coaches to Streamline Scheduling?
Scheduling financial coaching sessions doesn't have to be a hassle. In this episode, Peter shares his go-to tool for seamless scheduling: Calendly. Learn how to optimize your calendar management with its free and pro features, including team scheduling, embedding widgets on your website, and...
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Why Financial Coaches Should Expect to Be Appreciated?
In this episode, Peter discusses the rewarding yet humbling experience of being a financial coach. From heartfelt testimonials to transformative client success stories, find out why gratitude and appreciation should be expected—and celebrated—in this line of work. Learn how to use positive…
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Is Technology Redefining Financial Coaching?
In this episode, Peter dives into the evolving landscape of financial coaching and the impact of technology on the industry. With a decline in the number of financial coaches and a rise in virtual tools, online courses, and automated services, how can coaches adapt to stay relevant? Learn why...
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How Can You Grow Your Budget Without Sacrificing Your Lifestyle?
In this episode, Peter challenges the traditional approach to budgeting that focuses solely on cutting expenses. Instead, we explore how growing your income through side hustles, gig work, or creative solutions can dramatically transform your financial outlook. Discover how just a few extra hours...
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The Power of Side Hustles: Financial Freedom and Mental Abundance
In this episode, Peter dives into why a side hustle is more than just extra income—it's a game-changer for your mindset and financial future. With three-quarters of Americans living paycheck to paycheck, even an extra $50 or $100 a month can create "freedom cash" that opens doors to financial...
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Vacation Like a Pro: Travel Hacking Secrets with Neil
In this episode, Coach Peter sits down with travel hacking expert Neil to reveal how you can travel the world for a fraction of the cost using points and miles. From earning massive credit card bonuses to leveraging loyalty programs for free upgrades and stays, Neil shares step-by-step insights...
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How to Set Your Coaching Rates and Make Six Figures
In this episode, Coach Peter dives deep into the business of financial coaching, breaking down how to charge for your time and create a sustainable income. Learn why hourly billing is straightforward, how to set fair rates, and why packages might not always work for coaching clients. Peter shares...
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Are You Coaching or Enabling? Stop Chasing Your Clients!
In this episode, Pete addresses a common mistake among financial coaches: chasing clients with reminders, follow-ups, and check-ins. Learn why constant outreach undermines your role as a coach and hinders clients' growth. Pete emphasizes the importance of fostering self-efficacy, teaching clients...
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How Long Should Financial Coaching Sessions Be?
In this episode, Pete dives into a key question for financial coaches: How long should coaching sessions last? Discover why the sweet spot for most sessions is one hour, how to structure initial and follow-up sessions effectively, and why delivering value within the right time frame is essential...
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Should You Sell or Give Away Your Financial Coaching Tools?
In this episode, Pete tackles a common question for financial coaches: Should you sell or give away the worksheets, guides, and tools you’ve created? Pete explores the key considerations, including the uniqueness of your tools, the competition from free resources, and how curated tools can add...
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How to Find Your Financial Coaching Niche and Attract the Right Clients
In this episode, Pete dives into the art of defining your financial coaching niche by leveraging your personal experiences and expertise. Learn why connecting with clients who want to achieve what you’ve already accomplished is key to building trust and providing value. Pete shares insights on...
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Why Your Elevator Pitch Isn’t Working for Prospects (and What to Do Instead)
In this episode, Pete addresses a key mistake financial coaches often make when pitching to prospects: misusing the elevator pitch. Learn when and where to use an elevator pitch effectively, why it’s better suited for networking, and how to shift the conversation when talking to someone who’s...
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How Can Financial Coaches Deliver Powerful Presentations That Convert?
In this episode, Pete shares his golden tip for improving your financial coaching presentations and increasing audience engagement. Whether you're just starting out or looking to refine your skills, Pete covers strategies like leveraging public speaking gigs, using post-presentation surveys, and...
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Join the Financial Coaching Community: Free Resources and Connections
In this episode, Pete welcomes new and aspiring financial coaches to a growing community designed to help you thrive in your coaching journey. Learn how to connect directly with Pete through a free 45-minute Zoom session, join the exclusive Facebook group for shared advice and resources, and...
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Why Your Financial Coaching Marketing Isn’t Converting (and How to Fix It)
In this episode, Pete tackles a common question from a financial coach struggling to land clients despite consistent social media posting, blogging, and digital marketing. Pete dives into the critical difference between branding and sales, highlighting why relationship-building and trust are key…
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Unlocking Financial Coaching Success: Your Questions Answered
In this episode, Pete dives into the journey of starting and growing a financial coaching practice. Whether you're contemplating becoming a financial coach, looking for strategies to launch your business, or aiming to master advanced coaching skills, this is for you. Pete answers common questions...
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Mimic the Hustle, Not the Snapshot: Lessons from Financial Coaching Journeys
In this episode, Pete dives into the common misconception of modeling success by mimicking what successful people do today, rather than focusing on how they built their foundation. Drawing from personal experiences and real-life examples, Pete emphasizes the importance of hustle, adaptability…
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Why Financial Coaches Should Avoid Over-Preparing for Sessions
In this episode, Pete shares why over-preparing for financial coaching sessions can actually backfire. Learn how showing up without a pre-packaged agenda fosters trust, flexibility, and a stronger connection with clients. Pete dives into real-life examples where preparation hindered rather than...
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Why You Should Stop Blaming Coffee for Financial Woes: A Budgeting Reality Check
In this episode, Pete dives into the age-old financial advice to “cut out coffee to save money.” Is this tip really as impactful as it’s made out to be? Pete dissects the numbers, industry data, and consumer habits to reveal why vilifying coffee may be missing the point. Learn why focusing on the...
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The 5 Key Goals of a Financial Coaching Session: From Problem to Progress
In this episode, Pete breaks down the five core objectives of a financial coaching session. Whether you’re helping clients identify their root financial problems, craft actionable solutions, or internalize self-sustaining behaviors, these five goals provide a roadmap for impactful coaching. Learn...
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The Power of Saying 'I Don't Know': Building Trust as a Financial Coach
In this episode, Pete explores why embracing the phrase "I don't know" can actually enhance your credibility and client relationships as a financial coach. Learn how admitting gaps in knowledge and committing to finding answers fosters trust, avoids missteps, and builds rapport. Pete shares...
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Should Financial Coaches Give Free Advice to Clients in Crisis?
In this episode, Peter tackles a sensitive yet vital question: Should financial coaches offer free services to those in financial distress? Drawing from personal experiences, Peter explains why charging—even a nominal fee—can be a game-changer for client success. Learn why "skin in the game"...
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Should You Quit Your Job to Become a Financial Coach? The Truth About Entrepreneurship
In this episode, Peter dives into the realities of leaving a job to pursue financial coaching or entrepreneurship. Is quitting the corporate world the right move, or does it gloss over deeper issues like self-awareness and career satisfaction? Learn about the challenges of starting your own...
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Why I Only Want to Hear Your Goal Once: Turning Talk into Action in Coaching
In this episode, Pete shares a candid take on why financial coaches and clients must shift focus from setting goals to making measurable progress. Hear a relatable story about overcoming excuses, staying accountable, and breaking through the cycle of inaction. Discover actionable strategies to…
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ABOUT THIS SHOW
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.
HOSTED BY
Peter Waitzman
CATEGORIES
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Frequently Asked Questions
How many episodes does eFinWell Financial Coaching have?
eFinWell Financial Coaching currently has 221 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is eFinWell Financial Coaching about?
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.
How often does eFinWell Financial Coaching release new episodes?
eFinWell Financial Coaching publishes regularly with 221 episodes available. Check the episode list for the typical release schedule.
Where can I listen to eFinWell Financial Coaching?
You can listen to eFinWell Financial Coaching on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts eFinWell Financial Coaching?
eFinWell Financial Coaching is created and hosted by Peter Waitzman.
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