All Episodes
eFinWell Financial Coaching — 221 episodes · page 1 of 3
Is Financial Coaching Right for You? A Hard-Hitting Reality Check
Stop Overthinking: Focus on Clients, Not Systems
Stop Building Worksheets and Start Building Your Business
Why Your Coaching Feels Scripted (And How to Fix It)
Stop Saying You’ll ‘Meet Clients Where They’re At’—Here’s Why
Passion Isn’t Enough: Avoiding Entitlement as a Financial Coach
When Clients No-Show: Understanding the Message and Moving Forward
Why Financial Coaches Should Embrace Dave Ramsey’s Impact
Should You Make Financial Coaching a Full-Time Career? The Truth About Earning Potential
Stop Judging Financial Products: Helping Clients Find the Right Solutions
Do Financial Coaches Really Need a Website? The Truth Revealed
How I Got My First Financial Coaching Clients: A Workshop Success Story
From Scarcity to Abundance: Understanding the Stages of Financial Well-Being
Financial Coaching in Unprecedented Times: Educate, Reassure, and Refer
Unraveling Bad Decisions: Lessons from Sway for Coaches
Equip Your Mind: Why Financial Coaches Should Ditch the Tools and Focus on Impact
Why Financial Coaches Should Ditch Blogs and Go Live Instead
Earning the Next Session: How Financial Coaches Can Keep Clients Coming Back
Should Financial Coaches Expand Beyond Their Expertise?
Do Financial Coaches Need Certifications? The Truth Behind the Alphabet Soup
The Secret to Building Referrals as a Financial Coach
Why Financial Coaching Intakes and Assessments Might Not Matter
Why You Shouldn’t Choose Your Financial Coaching Niche Too Soon
Are Role-Plays in Financial Coach Training Worth It?
Do You Really Need Certifications?
Should Financial Coaches Focus on Practice Over Research for Real-World Impact?
Is Calendly the Best Tool for Financial Coaches to Streamline Scheduling?
Why Financial Coaches Should Expect to Be Appreciated?
Is Technology Redefining Financial Coaching?
How Can You Grow Your Budget Without Sacrificing Your Lifestyle?
The Power of Side Hustles: Financial Freedom and Mental Abundance
Vacation Like a Pro: Travel Hacking Secrets with Neil
How to Set Your Coaching Rates and Make Six Figures
Are You Coaching or Enabling? Stop Chasing Your Clients!
How Long Should Financial Coaching Sessions Be?
Should You Sell or Give Away Your Financial Coaching Tools?
How to Find Your Financial Coaching Niche and Attract the Right Clients
Why Your Elevator Pitch Isn’t Working for Prospects (and What to Do Instead)
How Can Financial Coaches Deliver Powerful Presentations That Convert?
Join the Financial Coaching Community: Free Resources and Connections
Why Your Financial Coaching Marketing Isn’t Converting (and How to Fix It)
Unlocking Financial Coaching Success: Your Questions Answered
Mimic the Hustle, Not the Snapshot: Lessons from Financial Coaching Journeys
Why Financial Coaches Should Avoid Over-Preparing for Sessions
Why You Should Stop Blaming Coffee for Financial Woes: A Budgeting Reality Check
The 5 Key Goals of a Financial Coaching Session: From Problem to Progress
The Power of Saying 'I Don't Know': Building Trust as a Financial Coach
Should Financial Coaches Give Free Advice to Clients in Crisis?
Should You Quit Your Job to Become a Financial Coach? The Truth About Entrepreneurship
Why I Only Want to Hear Your Goal Once: Turning Talk into Action in Coaching
Is Your Coaching Model Flexible Enough to Truly Help Clients in Crisis?
The Secret to Financial Coaching Success: Why Every Session Doesn't Need to Follow a Script
How to Eliminate Financial Stress and Enjoy the Holidays Without Gifts
How Much Should Financial Coaches Charge for Presenting? Tips for Early Career Coaches
Finding Job Fulfillment: Why Financial Coaches Are Rethinking Career Satisfaction
Are Platitudes Holding Back Your Success as a Financial Coach?
What Can You Really Expect to Earn as a Financial Coach?
Is Financial Coaching Really as Lucrative as It Sounds?
Who’s Reviewing Your Financial Coaching Calls?
Building Authority in Financial Coaching: Why Living the Advice Matters
How Long Does It Really Take to Study for the AFC Exam? A Realistic Timeline
Leaning Into Friction: Why Financial Coaches Need to Challenge Clients
How to Gain Exposure and Build Authority with Killer Presentations
Are Your Client Activities Serving You or Them? A Critical Look at Financial Coaching Tools
Why Every Business Needs a Refund Policy: Lessons on Trust, Integrity, and Client Relationships
Setting the Stage for Success: The Importance of Starting Your Financial Coaching Business Right
Why Financial Coaching Needs to Be Custom, Not a Formula
Is Financial Coaching Really a Sustainable Business Model? Breaking the Myths!
How to Overcome the Biggest Challenges When Coaching Couples on Financial Goals
Should Financial Coaches Embrace Being Small Instead of Trying to Look Big?
Are You Becoming a Financial Coach for the Right Reasons?
Is Leasing a Car the Smartest Financial Move for Your Clients?
Is Financial Coaching the Toughest Job You'll Ever Love?
Why Is Selling Financial Coaching Services Easier Than You Think?
Are Financial Coaches Falling Into the Dunning-Kruger Trap?
How Can Financial Coaches Help Clients Overcome Fear and Take the First Step?
Why Is Selling So Hard for Financial Coaches and How Can You Fix It?
Breaking Barriers: Innovative Ways Financial Coaches Can Help Low-Income Clients
Building the Perfect Referral Partnership: Lessons from Real Success
Bankruptcy as a Financial Tool: Breaking the Stigma and Understanding Its Role
How to Start and Grow Your Financial Coaching Business: Insights from Neil
Financial Coaches Beware: Avoid These Costly Legal Pitfalls
Are You Working In Your Business or On Your Business?
Are You Hiring the Wrong Coach? The Cheerleader vs. Challenger Debate
Is Financial Coaching Becoming the New Life Coaching?
Why Financial Coaches Struggle: The Most Overlooked Skill for Success
How Much Should You Charge as a Financial Coach or Workshop Leader?
How Much Should Financial Coaches Give Away for Free?
Why Tough Times Are Prime Time for Financial Coaches
Double Down on What Works: Unlocking Your Financial Coaching Potential
Confidentiality in Financial Coaching: Setting Boundaries and Exceptions
Active Listening: The Art of Meaningful Coaching Conversations
Eat the Frog: Tackling Your Toughest Tasks First
Building Referral Partnerships: Why You Need a Client First
Handling Suicidal Risk as a Financial Coach: Steps and Precautions
Are Debt Management Agencies Worth It?
How to Handle Rejection in Financial Coaching
Dealing with Financial Loss: A Life Lesson from Tennis
How to Pay Off Credit Card Debt Faster (Without Paying More!)
Why No Referral is Better Than a Bad Referral