The Financial Coaches Podcast

Feeling cluttered with your notes? In this episode of The Financial Coaches Podcast, Cody and Maria discuss their practices with how they take notes, what they feel is the most important parts of making them highly effective, and even some tools that can revolutionize the process for you. Pro Tip: Take notes for this episode!

Do your clients have concerns around student loans? In this episode of The Financial Coaches Podcast, the hosts are joined by guest Angie Carlson to talk about all of the ins/outs and new developments in the world of Student Loans.

Want to know how to build an effective funnel? In this episode of The Financial Coaches Podcast, Cody goes further into detail on the backend of what goes into running a highly effective online event.

Thinking about doing an online event? In this episode of The Financial Coaches Podcast, Cody and Maria talk about the benefits of doing an online event, and even give a structure of how to create it as well.

In this episode of The Financial Coaches Podcast, Maria and Cody tackle a common and sometimes uncomfortable scenario: being asked, “How much do you charge?” before a true connection or discovery has been made. They share practical ways to navigate this premature pricing question with professionalism and confidence—without sounding evasive or salesy. Learn how to redirect the conversation to focus on value, build trust, and create a meaningful coaching relationship before diving into numbers. If you've ever felt caught off guard by this question, this episode is for you.

Looking for work/life balance? In this episode of The Financial Coaches Podcast, the hosts talk about what work/life balance looks like and means, and how to find it so that you show up going ALL IN for both areas of your life.

Are you afraid of putting yourself out there? In this episode of The Financial Coaches Podcast, Maria and Cody talk about the process and importance of putting yourself out there in the form of creating content, and how it shouldn't matter about what ANYONE thinks of you, because the truth is you won't be for everyone, but are you for the people who are right for you, and they need to have the ability to know, like, and trust you.

Have you ever been told NO to your coaching? In this episode of The Financial Coaches Podcast, the hosts talk about how sometimes people just aren't ready to start with Financial Coaching. Maybe it is a mental/emotional reason, or maybe it's a financial reason. Whatever the case, we cannot just sit back and allow those leads to slip through the cracks, because when we nurture them, the long-term benefits of it can shine through.

Have you been experiencing anxiety around your consultations? In this episode of The Financial Coaches Podcast, Cody shares one shift that he made that made an incredible difference in his conversion rate from consultation to client.

Have you ever had a client drop out of your program? In this episode of The Financial Coaches Podcast, the hosts address a question from a listener about an experience that she had where a client started to ghost her after a session leaving the coach with more questions than answers. The hosts talk about this, their perspectives on it, and how to move forward from it as well.

Afraid to stretch your comfort zone? In this episode of The Financial Coaches Podcast, Cody shares what he is currently doing to stretch his own comfort zone by diving into the world of TikTok.

In this episode of The Financial Coaches Podcast, the hosts are joined by Coach Zoe Hughes to talk about a number of topics around getting started as a financial coach. With a background in psychology and counseling, Zoe brings a unique perspective to financial coaching, addressing both the numerical and emotional aspects of money management. Specializing in post-grad wealth building and management, she assists individuals in their twenties and thirties in transforming money from a source of stress into a tool for crafting their ideal lives. Throughout the conversation, Zoe shares insights into her journey from discovering a passion for personal finance to establishing her own coaching practice. The discussion delves into the importance of financial literacy, building healthy money habits, managing debt, and strategies for wealth growth. Whether you're a budding financial coach or someone seeking to improve your financial well-being, this episode offers valuable perspectives on aligning financial practices with personal values and achieving financial empowerment.

Wondering if you're working with the right people? In this episode of The Financial Coaches Podcast, the hosts talk about how it is vitally important to make sure that you're onboarding the RIGHT clients FOR YOU.

Ever experienced a dip in your coaching practice that sucks? In this episode of The Financial Coaches Podcast, Cody shares his experience with his own “Ebb” in his business, what that looked like, and how he was able to turn it around to get things back into the “Flow” state.

Wanna run paid ads for your practice? In this episode of The Financial Coaches Podcast, Cody shares his process of running paid ads for his practice and how it has helped his coaching practice grow at exponential rates. There are a few key things to make sure you get right when doing this, and Cody goes into detail as to what those are.

Are you helping your clients find their WHY? In this episode of The Financial Coaches Podcast, Cody and Maria share the importance of helping clients find their WHY and give some practical steps on how you can actually perform the process of doing that as well. Pro Tip: Take notes!

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.

Do you know what the Stages of Change are? In this episode of The Financial Coaches Podcast, Maria and Cody dive into the different Stages of Change and how understanding them can positively impact your coaching practice. Learn how educating your clients on these stages can help them navigate their journey more effectively while enhancing your ability to guide them. Tune in to discover practical strategies for leveraging the Stages of Change to benefit both you and your clients.

Trying to figure out how to get the most out of your email list and start group coaching? In this episode of The Financial Coaches Podcast, the hosts are joined by special guest Karen Hackman to talk about how her Facebook group exploded from 500 to 200k and how to make the most from the opportunity that has been bestowed upon her. Contact Karen: www.moneyandmarriage.net

Do your clients struggle with destructive money habits or irrational beliefs about their finances? In this episode of The Financial Coaches Podcast, Maria dives into the most common irrational money beliefs she encounters both in and out of coaching sessions. She also shares three powerful strategies you can use to help your clients challenge and overcome these patterns, fostering healthier financial habits and mindsets. Whether you're looking for insights into client behavior or actionable tools to support transformation, this episode is packed with valuable takeaways!

Feeling like giving up? In this episode of The Financial Coaches Podcast, the hosts talk about why you shouldn't give up on your financial coaching practice. There are people who are counting on you and looking specifically for what you have to offer.

Have you struggled with asking the right questions with your clients? In this episode of The Financial Coaches Podcasts, the hosts talk about the power of open-ended questions, and how using them can get to the heart of your client's needs.

How are you measuring your success as you step into 2025? In this episode of The Financial Coaches Podcast, Cody shares his own perspective shift on how he has been measuring his own success, and it could be a good perspective for you as you step into the new year. Sometimes, it's not all about the data attached to success, but more so the quality of life that you have with it.

Do you know what your clients ACTUALLY want? In this episode of The Financial Coaches Podcast, the hosts discuss how sometimes we can hear our clients say that they want some sort of result, and we go directly into strategizing and game-planning for that specifically. But maybe.. just maybe…we are missing an opportunity to really help them experience growth in the root of what they actually want.

What's the best way to help clients prepare for Christmas? In this episode of The Financial Coaches Podcast, the hosts talk about some of the biggest challenges for clients with Christmas, but also how to help them prepare for next year.

Have you ever struggled with being consistent? In this episode of The Financial Coaches Podcast, the hosts talk about the connections and differences between motivation and consistency, and why they are so important to accomplish your goals, and your client's goals.

Are you overwhelmed with how to grow your practice in what seems like a saturated market? In this episode of The Financial Coaches Podcast, the hosts take a question from a facebook group where someone asks how to grow your practice in a saturated market, how to stand out, and how to build trust.

Are you afraid to stretch your comfort zone? In this episode of The Financial Coaches Podcast, the hosts are joining with special guest Teddy Nguyen to discuss the importance of putting yourself out there so that you can reach your full potential for your business, and your clients. Connect with Teddy: @moneycoachteddy & www.lionlambmoney.com

Are your clients going through a tough time? In this episode of The Financial Coaches Podcast, Maria and Cody discuss how to support clients during challenging periods or setbacks. They dive into practical strategies for helping clients navigate trials, stay focused on their financial goals, and move forward in their lives. Tune in to learn how to be a source of guidance and encouragement when your clients need it most.

Have you ever had a horrible interaction with a prospect? In this episode of The Financial Coaches Podcast, Cody shares an unpleasant experience that he had had recently when he reached out to a prospect to try and help them. So unpleasant, that he had the F-Bomb dropped on him within the first message! Tune in for the tea.

Having trouble keeping your clients consistent? In this episode of The Financial Coaches Podcast, Maria and Cody talk about how sometimes it's difficult to have your clients be consistent with their budgeting and their homework that you give them, and introduce a few strategies to help them have a breakthrough where they can BECOME CONSISTENT. Because after all, successful people do consistently what other people do occasionally.

Having a hard time ACTUALLY making time for prospecting? In this episode of The Financial Coaches Podcast, Cody and Maria talk about how sometimes being “busy” can really distract us from doing the work that actually moves our practice forward, and creates growth, which is prospecting.

In this episode of The Financial Coaches Podcast, Maria and Cody explore innovative ways to adjust the investment or enrollment process to better serve your clients. They share real-life examples of how they've adapted their approach to make it easier for potential clients to commit, ensuring it's for the client's benefit, not just the coach's. If you've ever considered changing up your investment strategy to meet clients where they are, this episode is for you!

In this episode of The Financial Coaches Podcast, Maria and Cody dive into the pros and cons of offering a money-back guarantee for your financial coaching services. They explore the potential benefits this strategy can bring to your coaching practice and how it could also positively impact your clients. Tune in to discover the key factors to consider before making this important decision, and learn how a money-back guarantee could elevate your business while building trust with your clients.

Struggling with Facebook marketing for your coaching business? In this episode of The Financial Coaches Podcast, Cody reveals the #1 mistake almost every new or aspiring coach makes when marketing on Facebook. He also shares practical tips on how to achieve better results. Tune in to learn what's holding you back and how to level up your Facebook marketing strategy to attract more clients and grow your practice.

Have you ever hesitated to pursue a new idea because there wasn't enough social proof to ensure its success? In this episode of The Financial Coaches Podcast, Maria opens up about a recent project she was invited to take on and how the feedback of just one student was enough to provide the validation needed to keep going. Join Maria as she explores the power of forging ahead despite uncertainty and the importance of trusting the process.

In this episode of The Financial Coaches Podcast, Maria sits down with Coach David Gibbs to explore the challenges of balancing coaching with family life. They dive into topics such as managing time effectively, setting boundaries, overcoming fears, and taking action in your coaching journey. David also shares insights on how to embrace your unique strengths as a coach, offering practical advice for anyone looking to grow both personally and professionally. This episode is a must-listen for coaches striving to find harmony between their passion for coaching and their personal lives! Contact Coach David Gibbs: WEBSITE: https://coach-david.mailchimpsites.com FACEBOOK: https://www.facebook.com/gibbsfinancialcoaching INSTAGRAM: https://www.instagram.com/coachdavid87/

In this episode of The Financial Coaches Podcast, Cody shares a powerful lesson about the art of timing when it comes to asking someone to invest in coaching. Drawing from a recent experience, Cody recounts how he spent 10 months nurturing a potential client relationship, engaging in several check-in calls and building trust before finally proposing the idea of investing in coaching. Tune in to discover the importance of patience, relationship-building, and understanding your client's readiness before making the ask. Learn how to identify the right moment to propose your coaching services, ensuring both you and your client feel confident in moving forward together.

Struggling to help clients align their money with their values? In this episode of The Financial Coaches Podcast, Cody and Maria are joined by special guest Catherine Van Der Laan to discuss why value alignment is crucial for financial success and how to guide your clients through this process effectively. Learn actionable strategies and gain insights that will help you bridge the gap between your clients' financial behaviors and their core values. Get ready to take notes—this episode is packed with valuable tips and advice!

In this episode of The Financial Coaches Podcast, Cody and Maria explore the unique challenges of coaching couples, especially when they're not aligned on financial matters. They discuss strategies for navigating the tensions that arise when partners have conflicting views about money and how to help them find common ground in their financial journey. Tune in for valuable insights on guiding couples toward better communication and financial harmony.

In this episode of The Financial Coaches Podcast, the hosts welcome special guest, Linda Kaye, to talk about a multitude of important topics on how to start, build, and scale your Financial Coaching practice. Connect with Linda Kay: www.lindak360.com Build Your 6-Figure Wealth Plan: https://get.lindakayetoday.com/talks

Do you feel like you struggle to get consultations booked? In this episode of The Financial Coaches Podcast, Cody shares his insights on how to talk to people in the “direct messages” in a way that both gets them to respond to you, but also leads them to booking a call with you more often than not. Spoiler alert: not once does he pitch himself, offer anything, or feel like a salesman. It's all about building relationships.

Feeling overwhelmed by everything you think you need to launch your coaching practice? In this episode of The Financial Coaches Podcast, Maria Casillas and Cody Sizemore discuss how to get started with the resources, skills, and experience you already have. It's not about waiting for the perfect moment—it's about taking action now and serving your clients as you grow. Tune in to learn how to overcome the hurdles and move confidently toward your dream.

Ready to launch your coaching practice but not sure where to start? In this episode of The Financial Coaches Podcast, hosts Maria Casillas and Cody Sizemore break down the essential resources you need to get your practice off the ground. From foundational tools to key strategies, this episode is packed with valuable insights to help you start strong. Tune in and get ready for an informative and exciting ride!

Are you wanting to host a masterclass? In this episode of The Financial Coaches Podcast, Cody shares his experience with a recent online masterclass that he had hosted that was successful for him. He explains how he marketed it, what the overall structure of the masterclass is, and the benefits of doing one for your practice. Get ready to take notes!

Have you ever thought about doing a little something extra for your clients? In this episode of The Financial Coaches Podcast, the hosts discuss some cool ideas for you to bring some extra value to your clients when maybe they weren't expecting it. Doing these value-adds will create a deeper connection between you and your clients, which will not only foster a better relationship between you and them, but also potentially a longer relationship as well.

Are you struggling figuring out who to serve? In this episode of The Financial Coaches Podcast, the hosts discuss the importance of making the focus of serving over earning revenue in your company. When you do this, the revenue will come as a natural byproduct, but when you have it wrong, it will lead to burnout, frustration, and fizzling out. For both your clients, and your practice.

Are you wondering if being a Financial Coach is what you're supposed to be? In this episode of The Financial Coaches Podcast, Cody and Maria talk about what being a Financial Coach really means, and how it isn't generally defined, but instead should be defined by your own unique strengths, skills, and abilities. There is a spectrum of different styles of Financial Coaching, and the important thing is to find that “Magic Place” for you so you can be fully in flow and in your element, which will not only benefit you, but also your clients.

Do you have trouble being organized? In this episode of The Financial Coaches Podcast the hosts are joined by organizational expert, Lauri Palau, to discuss how to overcome the biggest challenges with being organized in your practice, and step into that higher echelon of yourself. Organization isn't just about your physical surroundings, but also your emotional organization.