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All Episodes

The Financial Coach Academy® Podcast — 186 episodes

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Title
1

152. The Framework That Changed How I Coach

2

151. Inside the Session: Three Things to Notice in a Real Coaching Session

3

150. A Real Coaching Session on Prioritizing Financial Goals (Part 1)

4

149. How to Make Financial Progress Visible

5

[The Client Seat] When Your Emergency Fund Creates More Stress Than Relief

6

148. The Three Rhythms Your Client's Money Actually Follows

7

147. What I've Learned About How Practitioners Actually Grow

8

How to Take Feedback

9

146. How to Talk About What You Do So People Actually Want It

10

145. What Your Client is Really Telling You When They Say “I Just Need to be More Disciplined”

11

144. Holding Big Goals Without Making Them Your Identity

12

143. How Confidence is Actually Built

13

142. [Inside the Session] Targeted Focus That Changes Your Coaching

14

141. [The Client Seat] Coaching Through When Life Changes the Rules

15

Five Strategies for Getting Out of Debt

16

140. How to Take Feedback

17

139. How to Be a Financial Coach and Work Full-Time

18

138. How to Be a Financial Coach in 2026

19

137. [Announcement] Evolution of The Plan Ahead Method™ to SpendFirst®

20

First Paid Sessions: Creating an Experience Clients Remember

21

136. How to Tackle This Real-Life Coaching Scenario

22

135. The MeaningFirst Method™: Financial Goals You Want To Follow Through On

23

134. Inside the Session: “I Thought I Was Doing Everything Right” - Client Seat Recap

24

133. [The Client Seat] When Your Emergency Fund Creates More Stress Than Relief

25

132. How to Create Buy-in: The Framework for Lasting Financial Change

26

131. The Missing Piece of Financial Change: The Conative Mind Explained

27

130. Why People Don’t Take Action With Money (and How to Fix It)

28

14 Simple Marketing Tactics to Grow Your Financial Coaching Business

29

129. From Information to Transformation: Why Your Clients Aren't Following Through

30

Bonus | Raising the Standard: The Future of Financial Coaching

31

128. Why Financial Coaches Should Talk About Transformation (Not Just Coaching)

32

127. Should You Add More Services to Your Financial Coaching Business?

33

Tackling Imposter Syndrome: A Financial Coach's Guide

34

126. Why Your Great Q&A Calls Are Ending in Crickets (And How to Fix It)

35

125. Fear of Failure Is Sabotaging Your Coaching Business: Break the Cycle & Take Action

36

124. Should You Start a Group Coaching Program? Here's How to Know If You're Ready

37

123. The 4 Missing Ingredients That Separate Thriving Financial Coaches From Those Who Struggle

38

122. Why Conference Fears Are Actually Reasons Financial Coaches Should Attend

39

121. How to Attract Your Ideal Clients by Being Authentically Yourself

40

120. How to Help Your Clients Build Their Financial Power Team

41

119. Growing Your Financial Coaching Business Without Breaking the Bank

42

118. Why AI Makes Financial Coaches More Essential, Not Obsolete

43

117. From Content Creator to Coach: How Clear Invitations Transform Your Business

44

116. When Support Systems Shape Financial Success

45

115. Should You Coach Friends and Family? The Truth About Mixing Business with Personal Relationships

46

114. When Clients Call You Their “Financial Therapist”: Setting Professional Boundaries

47

113. Why Doing More Marketing Isn't the Answer (And What to Do Instead)

48

What Gives Coaching a Bad Name

49

112. How to Stop Controlling Your Financial Coaching Clients (And Why It's Hurting Their Growth)

50

111. Finding Your Authentic Voice: Why Being Yourself is Your Greatest Business Asset

51

110. Difficult Conversations: Tough Talks That Build Trust

52

109. Why Leverage Email Marketing Over Social Media

53

Behind the Scenes: A Real-Life Financial Coaching Session

54

108. From Hesitant Accountant to Confident Coach: How Amber Joy Pietrangelo Found Her Way

55

107. Beyond Goodbye: How to Transform Past Clients into Your Biggest Growth Engine

56

106. 5 Essential Systems to Streamline Your Financial Coaching Business and Reclaim Your Time

57

105. The One Marketing Strategy All Financial Coaches Need

58

How to Spend Your Time as a Financial Coach

59

104. Finding Purpose Beyond Wealth: Key Insights from Dr. Jordan Grumet

60

103. 7 Steps to Effectively Train Your Assistant and Focus on Coaching Clients

61

102. Making Your First Paid Coaching Sessions Amazing

62

101. Website Essentials: Building Your First Coaching Website

63

All the Ways You Can Make Money as a Financial Coach

64

100. Building a Coaching Business: Celebrating 100 Episodes with Real Questions

65

99. Delighting clients: Creating that Memorable First Impression

66

98. Taking Action Over Perfect Planning with Billy Hofacker [Success Stories Series]

67

97. Working On Your Business vs Working In It: A Complete Guide for Financial Coaches

68

Real Talk on Social Media for Financial Coaches

69

96. From Solopreneur to CEO: How to Hire Your First Team Member (Without Losing Your Mind)

70

95. The First 7 Days: How to Make New Coaching Clients Feel Confident They Made the Right Choice [Delighting Clients Series]

71

94. How to Build Trust to Attract Financial Coaching Clients

72

93. Marketing Without the Noise: A Fresh Approach to Client Conversations with Nora Sudduth

73

92. Building a Seasonal Financial Coaching Business to Fit Your Life [Success Stories Series]

74

91. How to Raise Your Financial Coaching Rates: A Step-by-Step Guide

75

90. Setting Goals That Make Your Palms Sweat: A Real Guide for Financial Coaches

76

89. The Real Potential of Your Financial Coaching Business

77

Why Niching Down is So Scary

78

88. Adopting Sustainable Systems: A Beginner’s Guide

79

87. Understanding ADHD and Business Success

80

86. How to Become a Financial Coach: A No-Fluff Guide to Starting Your Practice

81

85. Financial Coaching: 5 Essential Skills You Need (No Finance Degree Required)

82

Your Success Path as a Financial Coach

83

84 From Debt to Coaching Success: Haley and Justin Brown-Woods' Financial Coaching Journey

84

83. From Corporate Finance to Coaching: Emily Maclin's Journey [Success Stories Series]

85

82. From Financial Anxiety to Thriving Coaching Business [Success Stories Series]

86

81: From Passion to Profit: The Rich’s Path as Financial Coaches [Success Stories Series]

87

Is Financial Coaching Different Than Financial Advising?

88

80. From Money Tips to Clients: How to Market Yourself as a Financial Coach

89

79. How Financial Coaches Can Talk About Investing Without Crossing the Line

90

78. From DMs to Dollars: 6 Tips for Coaches to Convert Online Chats into Real Clients

91

77. Handling Pricing Objections: A Financial Coach's Guide

92

Financial Coaching 101: Your Framework for Coaching Clients

93

76. Crafting Your Coaching UVP: A Deep Dive into Client Beliefs and Emotions

94

75. Your Unique Value Proposition: A Financial Coach’s Guide to Standing Out

95

74. The Financial Wheel of Life: A Practical Tool for Customizing Your Coaching

96

73. Gaining Financial Knowledge Alongside Coaching Clients

97

Navigating Sales Conversations Without Being Pushy

98

72. What You Really Need to Know About Money to Be a Financial Coach

99

71. Using Self-Assessment Tools in Your Coaching Practice

100

70. Proven Coaching Techniques to Enhance Your Financial Coaching Business

101

69. Financial Coaching Models Cheat Sheet: Elevate Your Coaching Skills

102

How to Become a Skilled and Sought-After Financial Coach

103

68. Strategically Grow Your Financial Coaching Business Without the Overwhelm

104

67. 5 Essential Ingredients for Financial Coaches to Master Sales Conversations

105

66. 14 Simple Marketing Hacks to Grow Your Financial Coaching Business

106

65. The Art of Coaching Married Couples: Transforming Finances and Strengthening Relationships

107

Key Decisions and Skills to Develop on Your Way to 6-Figures

108

64. Empowering Business Clients to Pay Themselves

109

63. Separating Business and Personal Finances: A Financial Coach's Guide

110

62. Financial Coaching for Small Business Owners: Achieving Financial Clarity

111

61. The Power of Proximity: How Bryan Stevenson Shaped My Financial Coaching

112

Coaching Clients to Celebrate Financial Wins

113

60. Your Clients’ Financial Progress Number (and Savings Rate)

114

59. How to Spend Your Time as a Financial Coach

115

58. How to Price Your Periodic Financial Coaching Program

116

57. Coaching on Student Loan Forgiveness: What to Know

117

6 Figures and Beyond as a Financial Coach

118

56. How to Use YouTube as a Marketing Strategy with Psy

119

55. What Gives Coaching a Bad Name

120

54. The Low-Down on Financial Coaching Trends in 2024

121

53. How to Get More Referrals from Your BNI Membership

122

Vision-Planning for Your Financial Coaching Business

123

52. Real Talk on Social Media for Financial Coaches

124

51. Mapping Out Client Next Steps [Ultimate Growth Guide Part 7]

125

50. The Financial Coaching Program: What’s Next? [Ultimate Growth Guide Series Part 6]

126

49. The Power of a Financial Coaching Program [Ultimate Growth Guide Series Part 5]

127

[BONUS] Behind the Scenes: A Real-Life Financial Coaching Session

128

48. Hosting the Discovery Session for Financial Coaches [Ultimate Growth Guide Part 4]

129

47. Prepping for the Discovery Call in Financial Coaching [Ultimate Growth Guide Part 3]

130

46. Before the Discovery Session for Financial Coaches [Ultimate Growth Guide Part 2]

131

How Do I Get Clients as a Financial Coach?

132

45. The Ultimate Growth Guide for Financial Coaches: Part 1

133

44. Identify & Craft Your Why for Financial Coaches

134

43. How to Get More Coaching Clients from Social Media

135

Why Aren't You Getting More Clients?

136

42. I Failed...Learn From Me!

137

41. What Failure Looks and Feels Like

138

40. Teaching Clients to Identify and Overcome Spending Triggers

139

How Much do Financial Coaches Make?

140

39. Your Financial Crystal Ball - Introducing the Plan Ahead Method™

141

38. Coaching Clients to Celebrate Financial Wins

142

37. Coaching Clients on Financial Goal Setting

143

Niching Down 101

144

36. Your Blueprint for Financial Coaching Success

145

35. How to Use Sales Psychology to Help Your Future Clients Decide to Hire You

146

34. How to talk about what you do as a financial coach

147

How Does Financial Coaching Differ From Financial Literacy?

148

33. I hired a financial coach when I had no money

149

32. How to overcome imposter syndrome

150

31. Why you should start with 1:1 coaching

151

How do I get clients as a financial coach?

152

30. AMA: Answering Financial Coach’s Questions

153

29. Scenarios coaches dread and how to tackle them

154

28. Why Aren’t You Getting More Clients?

155

All the Ways You Can Make Money as a Financial Coach

156

27. The Stages of Learning

157

26. What is the Gains Financial Decision-Making Model?

158

Bonus Episode: Speaking your ideal client's language

159

25. The Trust Triad: How to Earn the Trust of the People You Want to Serve

160

Is There a Demand for Financial Coaches?

161

24. What You Actually Need (& What You Don’t) to be a Financial Coach

162

23. Five strategies for getting out of debt

163

22. What if Paying Off Debt Isn’t The Client’s Goal?

164

What is a financial coach?

165

21. What you think of tithing doesn’t matter, Coach

166

20. 5 Reasons I Believe Dave Ramsey is Not a Financial Coach

167

19. How to Become a Skilled and Sought-After Financial Coach

168

18. Financial Coaching 201: Your Coaching Model

169

17. Financial Coaching 101: Your Framework for Coaching Clients

170

16. 6-Figures and Beyond

171

15. Key Decisions to Consider on your way to 6-figures

172

14. Your Success Path as a Financial Coach

173

13. Reflect on Your Year To Create a New Vision, Goal(s), and Plan

174

12. How to niche down

175

11. Why niching down is so scary

176

10. Niching Down 101

177

9. How do I get clients as a financial coach?

178

8. How Much do Financial Coaches Make?

179

7. Can People Afford to Pay for Financial Coaching?

180

6. All the Ways You Can Make Money as a Financial Coach

181

5. Can I Make a Living as a Financial Coach?

182

4. Is Financial Coaching Different Than Financial Advising?

183

3. How Does Financial Coaching Differ From Financial Literacy?

184

2. Is There a Demand for Financial Coaches?

185

1. What is a financial coach?

186

Welcome to the Financial Coach Academy Podcast!