How to Design Your Financial Coaching Program
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- čas přidán 28. 12. 2020
- This video was originally recorded as part of the regular free training do in our coaching community on Facebook, Financial Coaches Unite: / financialcoachesunite
Financial Coach and Financial Coach Academy Co-Founder Kelsa Dickey talks about what you can do to attract new clients, how to keep the right mindset, and shares tips on what works and what doesn't.
Learn more about Financial Coach Academy here: www.financialcoachacademy.com/
ABOUT THE VIDEO: Veteran financial coach and Lead Instructor of the Financial Coach Academy, Kelsa Dickey, walks you through the steps of designing your financial coaching program. Get better results for your financial coaching clients!
For more information about our signature financial coach training course, check out the Financial Coach Academy here: www.financialcoachacademy.com...
#financialcoaching #financialcoachtraining - Krátké a kreslené filmy
Your videos are always so great Kelsa. Thanks for sharing.
I'm so glad you find them valuable Natasha! You're very welcome!
I love this tutorial. It clearly lets us now that we don't have to be all things to all people. It is totally OK to define your program along with the clients you prefer to work with. This is so freeing!!
Yes! It's so much easier to think about what your ideal client needs and build a program around them. It helps us stay focused and create higher quality (vs more quantity) programming!
This is very helpful. I was struggling with how to build and program. Begin with the end in mind.
This is so helpful! There's so much great info here. I like that you mentioned, before even starting out, you may have your ideal client but as you gain clients, you can refine your ideal clients and make a program designed for those actual refined clients who you truly want to help! Thank you Kelsa!
Yes! Our ideal client definitely shifted and became refined through experience. In FCA, we provide 3 different exercises to help coaches refine their niche but even with those, we say you're shooting to feel 60% confident at that very early stage. Then, as you progress through FCA and working with clients, you're building the client journey, so you're digging deeper into understanding what they need and why. So you begin to more intimately understand your ideal client through that process!
This is great. It really helped. I was trying to do too much instead of having an ideal client that plays to my strengths. And the sessions program design really helped too. Blessings to you. ✨🙏🏾✨
Great to hear! Happy New year!
This was so helpful and makes SO much sense. I gained so much clarity. My big take-aways were around brainstorming ALL the potential causes of the primary problem and then the skills needed to overcome the problem. Identifying the ways that I can and cannot serve potential clients based on my training and experience and then serve those who are not a great fit by referring them to resources to help them solve their problem.
Right?!?!? It should greatly help you know (with confidence!) who you can help and who you can help by referring them to someone more equipped!
Thank you so much. I found this very helpful. I started as a Financial Coach and was trying to work through creating a service offering. This helps.
Glad it was helpful!
Thank you so much for your videos. I really appreciate them.
Glad you like them!
I am going through your Financial Coaching Playbook now (Chapter 04) and this video is perfect timing. I am finding that I have been in this chapter for sometime. This video , I believe, will better help me create my content for my ideal client. Thank you.
Awesome! So glad it's helping. Join our FB group too if you're not already - great community where you can ask questions!
Wonderful! So glad to hear that!
Thanks for the content! Learned a lot! Very informative! Keep it coming! New subscriber here!
Welcome aboard! I'm glad you enjoyed it!
Hey thanks for your videos....
Glad you like them!
Yes indeed, great. this video inspired me to make a shorts: czcams.com/video/KxvVy2HXE2c/video.html (I still have to learn how to tag) @Financial Coach Training | Financial Coach Academy 😀👍
Thanks for the insight, do you normally incorporate investment topic into your curriculum and if so, how in depth do you go over that topic with clients? And do you make the, sign a disclosure when it comes to investments that you’re not responsible for their investment returns? Thanks
Hey there. I don't cover investments with my clients. In our Facebook group, Financial Coaches Unite, I have a training video where I share exactly what "retirement" conversations I have with clients. Ask to join if you're not already a member. The video is in the Guides section.
Hi Arnel, check out the Money Time Coaching channel
Question: You mention working with clients for years. Do you ever recommend clients out to work with a financial planner?
Absolutely! All the time! The goal is that our clients have both us and a financial advisor!
@@FinancialCoachAcademy I always thought of clients “graduating” from coaching to a planner, but I can see how coaching would continue to get the step by step guidance on a month to month basis. Thanks for sharing this perspective.
@@tashafloyd after a while it might look more like quarterly or semi-annual coaching for clients but many of my clients I’ve had for 8, 9, 10 years and we’re still meeting to set new goals and make sure we have a solid plan to achieve them!
Can you teach how to make an online course?
Great training! One of the things that coaches may have to teach their clients is to get comfortable with getting a credit card again. This is for clients who payoff credit card debt and never want to get a credit card again. But most often that is the best way for them to re-establish good credit. So have to help them build confidence that with their next credit card they will be able to manage it successfully and give them the tools to do so.
@@fiercelyfinancialcoaching1300 I 100% agree. This is just ONE example of ONE stage of the program. Many of our clients then begin to build trust in themselves again and we introduce healthy habits on credit cards. Very important indeed!
Hey Eli - sorry I missed this comment. In the Financial Coach Academy, we have an entire bonus module titled "Advanced Programming". It's all about taking your 1:1 offering and turning into a 1:many offering such as a group program, a mastermind or a digital course! It's a great way to create scale and leverage in a successful financial coaching business but it's not a great way to START a business. Start with 1:1 coaching first!
@@fiercelyfinancialcoaching1300 I totally agree! We are not anti-debt at all. Some of our clients use CC's quite successfully!
@@FinancialCoachAcademy thanks:)