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There's a question that keeps coming up from coaches, and honestly, it's one that can make or break your business if you get the timing wrong.Should you start a group coaching program or membership?The appeal is obvious—leverage your time, help more people, bring in more revenue for your time. What's not to love, right? But there's a reason why some coaches launch group programs and absolutely crush it, while others spend weeks building something only to have one person sign up.And the difference isn't what you think it is.There are three very specific indicators that tell whether you're ready to host a group program or if you should pump the brakes. Miss these signs, and you could end up like I did years ago: spending weeks creating content and marketing only to wind up with one person paying me $397 for what became a five-dollar-per-hour time suck.But when you have these three things in place? Group programs can be incredible. People feel less alone when they realize they're not the only one struggling with money. There's this hive mind effect where one person's question unlocks something for three other people. The accountability that happens naturally in groups can make people implement faster than they ever would on their own.The catch is that most coaches think building a group program will attract the masses, but it's actually the opposite. You want to attract people first, then provide the offering once you have people there to fill it.This week, we're walking through exactly when group coaching makes sense, when it doesn't, and if you're ready, the practical steps to actually make it happen without the mistakes that leave you wondering why nobody signed up.Links & Resources:Ultimate Growth GuideJoin the Facebook groupKey Takeaways:One-on-one coaching must come first. It's where you develop actual coaching skills and learn what works versus what you think should work.Don't build a group program to attract people; attract people first, then build the program. There's nothing more disheartening than launching a group with only one person in it.Three signs you're ready for group coaching: you're fully booked with demand, you have a large engaged audience, or you serve a unique niche that services masses.Without one-on-one experience first, you'll become a financial educator instead of a coach. Managing group dynamics while figuring out how to coach is like conducting an orchestra before learning to play an instrument.Pattern recognition from individual clients becomes your group program foundation—you need to see the common challenges, resistance points, and breakthrough moments to create effective group content.Group programs work when demand already exists, not when you're hoping to create demand from scratch.Start small with workshops or mini-programs before committing to a full group offering. Test the group dynamic and your enjoyment of it before making a major time investment.
Damian Goldvarg, Ph.D., MCC, is an Executive Coach, leadership authority, keynote speaker, and learning facilitator. He is the author and co-author of eight books, including his just released Lead With a Coaching Mindset, How the Best Leaders Unlock Potential. published by Berrett-Koehler.Damian is a luminary in the international coaching world and a leading proponent of the emerging field of Coaching Supervision. He is the Past Global Chair of the International Coach Federation (2013-2014) and was inducted into the ICF Circle of Distinction in 2018.
Your Six-Figure Reality Already Exists (Let's Tap In!)What if you already had a six-figure business—and all you had to do was align with it?In this mini but mighty solo episode, I'm guiding you through a short, potent visualization exercise to help you shift out of “hustle mode” and into the frequency of someone who already makes $100K a year (or more).I'm not just talking about wishful thinking. I'm talking about training your brain and body to feel like the version of you who already has the income, the clients, the confidence, and the clarity.This episode is equal parts mindset, nervous system reset, and energetic quantum leap. You'll want to come back to this one again and again—especially on those “WTF am I doing?” days.
Aaron welcomes back Katie Lauver, ABOC—industry leader, coach, and founder of Meadowood Wellness—for a conversation that goes far beyond analytics and optical sales. Katie shares her journey from GPN Technologies to launching her own coaching practice, where she helps women align mindset, health, and career. Together, Aaron and Katie unpack the power of identity, accountability, and personal branding, why success isn't just about performance, and how coaching can unlock the next level of growth. A candid discussion on balancing numbers with soul alignment, celebrating small victories, and finding your unique “secret sauce.” Connect with Katie: Website: www.katielauvercoaching.com Email: katie@katielauvercoaching.com LinkedIn: https://www.linkedin.com/in/katielauver/ ________________________ questions@eyecode-education.com Go to MacuHealth.com and use the coupon code PODCAST2024 at checkout for special discounts Let's Connect! Follow and join the conversation! Instagram: @aaron_werner_vision
There's something missing in your coaching business, and it's probably not what you think.You've got the big stuff figured out—your coaching skills, your programs, maybe even your marketing. But there are four smaller things that many coaches overlook, and without them, something always feels a little off.These four missing pieces might seem small on the surface. You might even wonder if you really need them. But when they're not there, your business feels harder than it should be. Progress feels slower. You second-guess yourself more. And honestly, you're way more likely to just give up.We see this happen all the time to coaches with really big dreams. They start out strong, but eventually get burnt out or stuck because they're trying to do everything alone. And far too often, they quit.The thing is, there's actually research that shows when you have just one of these missing ingredients in place, your chance of achieving your goals jumps. That's not a typo. We're talking about a massive difference in your probability of success.That's the power of having all the right ingredients in your business. Without them, every decision feels heavier. Every setback feels more personal. Even your wins don't feel as good because you don't have anyone to celebrate with.But when you have all the pieces you need? You move faster. You aim higher. You bounce back faster. And you stop wasting so much time and energy second-guessing yourself.The key ingredients we're talking about on this week's episode are the difference between you just thinking about your goals and keeping them to yourself, versus actually following through on the things that matter. They're what separate coaches who keep spinning their wheels from those who build thriving businesses.Listen in as we share exactly what these four missing ingredients are, why they matter so much, and how you can get them in your business. Because honestly, you'll be so thankful you have them.Links & Resources:Ultimate Growth GuideJoin the Facebook groupKey Takeaways:Your business might have all the obvious ingredients but still feel “off” because you're missing some small pieces that you don't realize yet are missing.Community isn't just networking, it's belonging. When you're surrounded by people who actually get what you're building, you stop second-guessing yourself so much.There's a big difference in success rates when you keep goals to yourself versus have accountability with at least one other person.How many times has a client said, “The only reason I got this done is because I knew we had our meeting today”? You need that same external motivation for your business goals.Support comes in three forms: tactical (bounce ideas off someone), emotional (reminder you're not failing), and celebratory (someone to cheer your wins with).You can't gain the same insights trying to figure everything out alone. Expert guidance helps you avoid spending months wondering why leads aren't converting.Every decision feels heavier without these four ingredients, but when you have them, you move faster and aim higher.
Send us a textSupport the showEarly Access Membership (for avid listeners and those who want all my podcasts early!) $10/month or $100 a year WhatsApp: +66 (Thailand) 06 3359 0002Emails: Arseniobuck@icloud.com Instagram: https://www.instagram.com/thearsenioseslpodcast/Second Instagram: https://www.instagram.com/arsenioseslpodcastt/ Youtube: https://www.youtube.com/channel/UCIzp4EdbJVMhhSnq_0u4ntA
Philip Taylor started FinCon because he was tired of talking to his spouse about business ideas that didn't quite land. He needed someone to really riff off of, someone who understood the mission.His first WordPress conference back in 2004 validated him as an entrepreneur in a way he didn't expect. The relationships he formed there? He still relies on some of them today. Philip gets real about walking into rooms where you don't know anyone and why that awkwardness might actually be the point.Conferences aren't inexpensive when you factor in flights, hotels, and all the extras. But Philip sees them as an investment and shares practical ways to cut costs, but he also talks about something we don't discuss enough: the lifetime value of those connections. He still laughs about memories from conferences years ago. What value can you place on that kind of connection?In this week's episode, Philip makes a case for why being busy actually makes conferences more valuable. It's a forcing function that pulls you out of the grind and puts you in CEO mode for a few days. That reset helps you see your business differently.If you think you're not far enough along yet, Philip has news for you. There are always people at conferences who don't have a blog, podcast, or YouTube channel yet. They're just there to soak it all up. Your job is to find those people.This conversation covers territory that anyone considering their first conference needs to hear, from someone who's created one of the biggest conferences in our space.Links & Resources:Ultimate Growth GuideJoin the Facebook groupFinCon Expo (Use code kelsa50 for $50 off!)Key Takeaways:Find your inner circle by choosing conferences where attendees share your mission because they're just as tired of talking to their spouse about ideas that don't land as you are.Volunteer at the event to bake in networking before the conference even starts. You'll meet speakers, organizers, and other volunteers while having a purpose beyond just attending.The lifetime value of one conference connection can pay for the entire trip. Philip still relies on relationships from his first WordPress conference in 2004.Too busy? That's exactly why you need the forcing function of a conference to pull you out of worker bee mode and into CEO mode for a few days.Google can't break down exactly how someone implemented their strategy, but the person sitting next to you at lunch can (and they might even pull up their laptop to show you).If you think you're not ready, find the other people who aren't ready either and form a mastermind together.Conference speakers update their slides last minute with cutting-edge information, so you're getting current strategies, not outdated online content.
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Send us a textSupport the showEarly Access Membership (for avid listeners and those who want all my podcasts early!) $10/month or $100 a year WhatsApp: +66 (Thailand) 06 3359 0002Emails: Arseniobuck@icloud.com Instagram: https://www.instagram.com/thearsenioseslpodcast/Second Instagram: https://www.instagram.com/arsenioseslpodcastt/ Youtube: https://www.youtube.com/channel/UCIzp4EdbJVMhhSnq_0u4ntA
How do you teach facilitators to hold a group, master that crucial first 15-minutes of a workshop, and show them that they already have all the answers, without giving any away?As a researcher by nature, and a facilitator – at first by accident – Julia Slay learnt everything she knows about the craft by teaching it. She now helps bright, budding facilitators to build confidence, find their voice, and discover their learning edges in Facilitation 101.We unravel the layers of holding just the right amount of space, as part facilitator, part coach, part trainer and part consultant, all rolled happily into one: from managing difficult characters with curiosity, to trusting yourself to stay present – even when the plan falls apart! Julia shares lots of practical strategies, tips and anecdotes from her 15-year facilitation journey, from the Mayor of London's office, to her work today. Enjoy!Find out about:The art of asking a powerful, open question at the right timeHow to navigate power dynamics of seniority in groupsWhy ‘advice is theft' – and the detriment of offering a solution to the group too soonHow to approach dominant characters without creating collective tensionThe intersection of facilitation and coaching – and what it means to facilitate like a coachDon't miss the next episode: subscribe to the show with your favourite podcast player.Links:Watch the video recording of this episode on YouTube.Connect to Julia Slay:LinkedInWebsite Use code TASTER10 to receive 10% off Facilitation 101: Fundamentals, Masterclass, Intensive, and Self-Paced course when you sign up on Julia's website.Share your thoughts about our conversation!Support the show✨✨✨Subscribe to our newsletter to receive a free 1-page summary of each upcoming episode directly to your inbox, or explore our eBooks featuring 50-episode compilations for even more facilitation insights. Find out more:https://workshops.work/podcast✨✨✨Did you know? You can search all episodes by keyword to find exactly what you need via our Buzzsprout page!
In dieser Q&A-Episode beantworte ich wieder spannende Fragen aus der Community – ehrlich, direkt und mit ganz viel persönlichem Einblick. Von Saftkuren über intuitive Ernährung bis hin zu meinen eigenen Therapie-Zielen und Zukunftsplänen. Wir sprechen über: — Helfen Saftkuren wirklich? — Welche Ziele und Träume habe ich noch — Meine Haarpflege-Routine & Haarausfall — Darmgesundheit: Selbsttests für zu Hause — Das Schönste an intuitiver Ernährung — Teller nie ganz leer essen: so habe ich's geschafft — Wie lange dauert es, bis Ernährung wirklich intuitiv ist — Verdauungsprobleme & Ungleichgewicht im Körper — Wo ich meine Tattoos weglasern lasse — Zusammenziehen mit meinem Freund & Einrichten — Tipps gegen Binge Eating — Mein Klick-Moment, auf den Körper zu hören — Untergewicht & wie man den Hunger wiederfindet Hört unbedingt rein – und schreibt mir gerne euer Feedback bei Instagram oder hinterlasst eine Bewertung auf Spotify & Apple Podcasts
When Debbie White says coaches don't need to be louder or slicker to stand out, she means something that might feel backwards at first. After spending 20 years launching brands like Starbucks and building multiple seven-figure businesses, she's watched too many coaches try to sound like marketers instead of humans.The problem? People buy from people, not from polished marketing speak. And right now, there's so much formulaic content out there that it all sounds the same. Your ideal clients are scrolling past it because it feels like white noise.Debbie walks through her Lighthouse Effect concept—a way to get crystal clear on who you serve, what makes you different, and how to talk about it so your people think “Oh, it's you I've been looking for.” She talks about why being more yourself actually makes you magnetic to the right clients, and how repetition of the right message beats posting constantly with the wrong one.We get into the messy reality of finding your voice when you've been taught to sound professional. Debbie shares stories from her own clients—like the financial coach whose people said things like “looking at my numbers makes my throat tight” and “I'm terrified to check my credit card balance.” That's not budget management speak. That's real human fear, and when you can speak to that, everything changes.There's also an honest conversation about the COVID years and how they created this rise of formulaic business coaching that focused on revenue numbers instead of actually helping people build sustainable businesses. Debbie thinks we're seeing a backlash now—people are getting smarter about spotting content that doesn't feel real.She gives practical advice about creating content for one person instead of trying to talk to everyone. She explains why AI-generated content often falls flat and how to use it without sounding like every other coach out there. And she shares what she wishes every coach knew about their own value and why the world actually needs what they have to offer.If you've ever felt like you're blending in even though you know you have something unique, this conversation will help you figure out how to show up as yourself in a way that makes it ridiculously easy for the right people to find you.Links & Resources:Ultimate Growth GuideJoin the Facebook groupTake the persona quizVisit the Clarity Wins Clients websiteConnect with Debbie on LinkedInJoin the Lighthouse Marketing Facebook groupKey Takeaways:Stop trying to sound like a marketer and start sounding like a human. Because 95% of buying decisions happen in the emotional, subconscious part of our brain where we connect with real people, not polished marketing speak.The math is simple: Would you rather post generic content 20 times that gets ignored, or post one authentic piece that makes your ideal client think “that's exactly how I feel”?Your “professional mask” isn't protecting your credibility; it's making you invisible. When every coach sounds the same, being more of yourself becomes your competitive advantage.Here's what your clients are really saying: “I'm terrified to look at my numbers. It makes my throat tight.” Stop talking about “budget management” and start speaking to the actual fear keeping them up at night.
About the EpisodeIn this episode of The Growth Ready Podcast: Coaches Corner, host Steve Mellor challenges the common misconceptions about coaching. Using the legendary story of Coach Jim Valvano and NC State's 1983 championship run, Steve illustrates that true coaching isn't about control, shouting, or rigid direction, it's about facilitation, curiosity, and empowerment.Listeners will discover why the best coaches (on the court, in the boardroom, or in life) create environments for self-discovery and ownership, and how adopting this mindset can transform leadership and growth.Key Takeaways:Rethinking what coaching truly meansThe difference between dictating vs. facilitating growthLessons from Jim Valvano's 1983 NC State basketball championship journeyWhy curiosity, respect, and empowerment define great coachingThe lasting impact of self-discovery and ownership in personal and professional growthIf you're ready to stop dictating and start facilitating, subscribe to The GrowthReady Podcast today. Share this episode with a leader or coach who needs to hear it, and let's build a world where growth comes from empowerment, not control.Send us a textSupport the showSign up for the monthly newsletter with Steve and GrowthReady (formerly known as Career Competitor) by providing your details here - Request to become part of our community Also be sure to give him and the show a follow on Instagram @coachstevemellor
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Send us a textSupport the showEarly Access Membership (for avid listeners and those who want all my podcasts early!) $10/month or $100 a year WhatsApp: +66 (Thailand) 06 3359 0002Emails: Arseniobuck@icloud.com Instagram: https://www.instagram.com/thearsenioseslpodcast/Second Instagram: https://www.instagram.com/arsenioseslpodcastt/ Youtube: https://www.youtube.com/channel/UCIzp4EdbJVMhhSnq_0u4ntA
If you're trying to do everything for your clients, you're doing them a disservice. Yep, I said it. As financial coaches, we don't know everything there is to know about finances, and that's okay. We're focused on our niche and expertise and while there's nothing wrong with learning and growing with our clients, there comes a time when referring them to another professional is the best next step.I used to think that referring clients to other professionals meant I wasn't good enough at my job. Turns out, it's actually one of the most valuable things I can do for them. When you position yourself as the quarterback of your client's financial journey, you become more essential to them, not less.Most people have a financial advisor who doesn't talk to their CPA, who doesn't coordinate with their insurance agent. That leaves your clients trying to figure out how all these pieces fit together on their own. And that's where you come in.This week, I'm sharing exactly how I've learned to recognize when my clients need specialized help and the clear indicators that tell you when it's time to bring in other professionals. And you know what? Some referral relationships have become some of my best sources of new clients.Here's just one example: For 12 years, I handled student loan guidance myself. But when the rules started changing rapidly, I made the decision to partner with a specialist instead. I didn't feel bad about this decision. I felt proud that I cared more about what was best for my clients than my own ego.Your scope of practice isn't a limitation. It's actually what makes you valuable. Listen in to hear specific language for these referral conversations and explain how to build relationships with other professionals so you have a solid network ready when your clients need help.Links & Resources:Ultimate Growth GuideJoin the Facebook groupEpisode 66Episode 53Key Takeaways:You're not your client's only financial resource, you're their quarterback. Coordinate the game plan while bringing in specialists for specific plays.Refer too early rather than too late. If you're unsure whether a client needs specialized advice, lean toward making the referral.The strongest referral relationships develop through consistently positive experiences with mutual clients—so be patient and focus on quality over quantity.Frame referrals as expanding resources, not passing clients off. Say, “To help you reach your goals faster, I'd like to bring in a specialist” instead of simply “This is outside my expertise.”Your scope of practice isn't a limitation, it's what makes you valuable. When you try to be everything to everyone, you become less effective at what you're truly great at.Clients need your coaching support most when implementing advice from other professionals. Schedule specific sessions to help them translate technical recommendations into practical action steps.Build relationships with professionals who care about staying in their lane as much as you do. Look for people who won't tell you how to do your job while you respect theirs.
This week on the PSM Show, we're bringing back one of our most impactful episodes while Deirdre and Damion are out at Amplify AEC. Whether you lead interview prep or support it behind the scenes, this episode offers a powerful mindset shift: coaching is not about directing or fixing. It's about creating emotional safety and helping people shine under pressure. If you've ever coached a must-win team or sat through a feedback session that crushed more than it helped, this one's for you.
In this solo episode of Fitness Business Insights with Matt Robinson, I unpack the accountability illusion. A trap that many coaches fall into when they confuse tracking with real coaching.You'll learn how to shift from passive check-ins to proactive coaching, why softening standards damages long-term results, and how to scale accountability without burning yourself out. Plus, I share the exact five-step Accountability Loop I use with clients and how it impacts retention and referrals in a fitness business.What You'll Learn:✅ The Accountability Loop: a five-step framework for coaching that works✅ Why clients lose trust when you don't challenge them and how to fix it✅ How to scale accountability across 20+ clients without losing the personal touchResources Mentioned:Connect on Instagram: @mattrobinsonptNewsletter & coaching info: mattrobinsoncoaching.comTimestamps:0:00 – What is the accountability illusion?4:30 – The myth: tracking vs coaching8:00 – Real accountability starts with leadership10:00 – Why avoiding challenge leads to client drop-off11:00 – The 5-step Accountability Loop17:30 – Making it scalable without burning out25:00 – Challenge: who needs your honest conversation this week?Share & Connect:Tag @mattrobinsonpt on Instagram or share this with a coach who's coasting on check-ins but not coaching for real change.
In this episode, executive coach Luciana Núñez shares actionable insights from her book Coaching Power. She explains how leaders can drive performance by balancing coaching, managing, and leading — while building a strong coaching culture. Perfect for professionals looking to lead with clarity, empathy, and impact.
In this episode of Home Business Profits, Ray Higdon reveals a pivotal coaching mindset shift that transformed his sales team. Ray shares how network marketing legend Larry Thompson taught him that motivation and appreciation are key to long-term engagement. By understanding that not everyone will share the same level of desire, Ray emphasizes the importance of creating a supportive culture. He explains how even those who don't achieve high earnings can find value in the network marketing community. Ray offers actionable tips for leaders to inspire and support their team members at all commitment levels. He also promotes his leadership book and invites listeners to reach out for more personalized coaching. ——
Toronto Blue Jays Manager John Schneider joined OverDrive to discuss the Blue Jays' spark throughout the season, the mindset of the roster over the triumphant stretch, the series win against the Yankees, the switch of the team's pedigree, how the AL East is shaped, Vladimir Guerrero Jr.'s leadership and more.
Episode NotesGuest: Aubrey Wall, Executive Director of Curriculum and Learning Design at Your HealthTopics Covered:Shifting from K–12 leadership to adult educationCreating psychologically safe environments for learningWhy adult learners are more capable than we thinkDesigning mobile-first and blended learning experiencesThe power of curiosity, experimentation, and humilityHow adult learning connects directly to patient careHighlight: “If you're not willing to learn, no one can help you. If you're determined to learn, no one can stop you.” www.YourHealth.Org
Daily Steps Toward Success: Motivation / Success / Inspiration
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Brian Haney has watched it happen more times than he can count. A client comes to him with what looks like a straightforward financial situation, but six months later, they're calling his office feeling completely overwhelmed. Not because the plan was wrong, but because something fundamental was missing.In Brian's case, one example was a recently retired client who had plenty of money and a solid income plan. She should have been celebrating, but instead she was paralyzed. The issue wasn't her portfolio or her budget—it was that she'd never actually managed her own spending before. Her late husband had handled it, then her kids stepped in to help. Now she was on her own and terrified to spend a dime of her own money.This conversation digs into what happened next and why it changed how Brian thinks about partnerships in financial services. We talk about the moment he realized he wasn't the right person to help her with this specific challenge, and what it felt like to tell a client she needed to work with someone else.Brian shares his perspective on why some advisors still operate in silos while others actively build their bench of trusted professionals. He explains what makes a coach outreach actually worth his time versus the messages that get ignored, and why he thinks the future of financial services looks more like a law firm than the current model.And we explore his four financial concern areas framework and why he believes most people in the financial industry suffer from the same training gap. Plus, you'll hear about the million-dollar-earning surgeon who couldn't get approved for a loan and what that taught Brian about the difference between earning money and handling it.If you've been thinking about reaching out to build partnerships with others in the financial industry but aren't sure how to start, or if you're curious about what collaboration actually looks like when it's working well, this conversation gives you a behind-the-scenes look at how these relationships really develop.Links & Resources:Ultimate Growth GuideJoin the Facebook groupBrian HaneyFinancial Guy PodcastKey Takeaways:“I'm not the person to help you with that, or at least I'm not the best person to help you with that.” Learning to say this to clients isn't a weakness, it's the foundation of excellent service.Stop trying to be the expert in everything. Just like law firms have specialists, financial practices work better when you master your lane and partner for everything else.The million-dollar surgeon with terrible credit proves this truth: It doesn't matter how much money you make if you don't know how to handle it.When reaching out to potential partners, lead with curiosity, not your pitch. “I'm really interested in understanding what a day in your life is all about” beats any sales script.Blue ocean thinking: There are plenty of fish in the sea for all of us. Focus on adding value to the marketplace instead of competing for the same clients.Your clients should use you as a resource to find other professionals. When they call asking for referrals to specialists you don't know, that's a sign you're doing partnership right.Four financial domains everyone needs help with: daily money management, major purchases, planning for the future, and planning for the unexpected. No single professional can master all four—and they shouldn't try.
Daily Steps Toward Success: Motivation / Success / Inspiration
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When you're starting your coaching business, your friends and family feel like the obvious first clients. They already trust you, they want to support your new venture, and honestly, it feels way less scary than reaching out to complete strangers.But what happens when your sister stops sharing her real spending habits because she doesn't want you judging her credit card debt at Thanksgiving dinner? Or when your best friend expects free advice every time you grab coffee together?The thing is, financial coaching requires complete honesty and vulnerability. With strangers, there's less at stake emotionally. But when it's your college roommate or your cousin, suddenly they're holding back information because they don't want to change how you see them at family gatherings.And then there's the flip side: you might find yourself going easier on them because you don't want to create tension in your friendship. You avoid the hard conversations about their shopping habits because you're worried about protecting the relationship, which impacts your ability to be an effective coach.In this episode, I'm sharing the real pros and cons of coaching friends and family, including practical strategies if you do decide to work with your inner circle. But the bigger question is this: Is this actually sustainable for building the business you really want?If you've been wondering whether you should coach the people closest to you, or if you're already doing it and feeling stuck, this episode will help you make intentional decisions about your business that honor both your relationships and your professional goals.Links & Resources:Ultimate Growth GuideJoin the Facebook groupKey Takeaways:Your inner circle might trust you, but that doesn't mean they'll tell you the whole truth about their finances.The problem with coaching friends: You may go easier on them to protect the relationship, which means they don't get the coaching they actually need.Question to ask yourself: Am I building a business or just helping people I already know?If you coach friends and family, treat them more professionally than your regular clients, not less.Your personal network has an expiration date as a client source—eventually you'll need to look beyond people who already know you.The most successful coaches use friends and family as practice, not as their business model.Here's how to keep the relationship with friends and family: Let them refer people to you instead of becoming clients themselves.
If you've been coaching for any length of time, you've probably experienced this. A client introduces you as their financial therapist or thanks you for their financial therapy session. It might seem like a compliment, but there's something important we need to address.Money is deeply emotional. When we help clients work through their financial challenges, we're often helping them process feelings like shame, fear, anxiety, and guilt. This emotional component can make our work feel therapeutic, even though we're not providing therapy.But there's an important distinction between what we do as financial coaches and what therapists do. Understanding that difference actually makes us better at our job and helps us serve our clients more effectively.Some coaches feel uncomfortable when clients call them therapists because they worry about overstepping professional boundaries. Others feel flattered and take it as a sign they're providing meaningful support. Both responses make sense, but these moments are actually opportunities.When someone calls you their financial therapist, it's a chance to help them understand what coaching really is and set clear expectations about how you work together. And it's important to be crystal clear about your role and be confident in what you do (and don't do).This isn't about diminishing the support we offer or making our work seem less meaningful. Financial coaching absolutely changes lives. It's about being intentional with our professional boundaries in a way that actually serves our clients better.The coaches who thrive understand when their clients might need something they can't provide, and they see making referrals as professional integrity, not failure. They've learned how to acknowledge the emotional aspects of money while staying firmly within their coaching role.Being clear about the distinction between coaching and counseling doesn't take away from what we do. It actually helps us do it better.Links & Resources:Ultimate Growth GuideJoin the Facebook groupKey Takeaways:Coaching focuses on the present and future while counseling explores the past. This timeline difference shapes everything about how you work with clients.You don't tell clients what to do, you help them discover what they want to do. Financial coaches act as sounding boards, not financial advisors making recommendations.The basic presumption of coaching is that clients are mentally and emotionally ready to receive guidance. They're in a good place to make changes toward their goals.Money is deeply emotional, which makes coaching feel therapeutic even though it's not therapy. Acknowledge the emotions without stepping into a therapeutic role.Making a referral isn't a failure, it's professional integrity. Recognizing when clients need mental health support shows genuine care for their wellbeing.Use it as a teaching moment when clients call you their therapist. Say, “I appreciate that our work feels supportive, though as a coach, my focus is helping you build financial skills.”Include the coaching vs therapy distinction in your onboarding materials. Set appropriate expectations from the start with clear explanations in your welcome packet.
Struggling to help your athletes eat better without crossing boundaries? Here's a simple way to support their nutrition and boost performance! Grab more coaching tips → https://coachfreetraining.com Coaches, you don't need to be a nutrition expert to make a huge difference in your athletes' performance. In this video, I'm joined by sports nutritionist Amy Dirks, who's breaking down how to help your athletes fuel their bodies for better energy, recovery, and focus—without micromanaging every bite. Whether it's post-practice snacks or educating parents on healthier options, we've got you covered. In this session, you'll learn: ✔️ How to guide athletes in making better food choices ✔️ Simple snack ideas that work for busy athletes ✔️ How to incorporate healthy habits into your coaching without overstepping ✔️ How fueling impacts both physical AND mental performance
What does it really mean to be a financial coach in integrity with what we do? This week on the podcast, we're tackling this head-on, talking about the realities behind what's often seen but seldom spoken about. It's the challenges behind coaches coaching coaches (say that three times fast!) and staying in integrity with how we market ourselves and being open and transparent with clients.In this episode, you'll hear some real-life examples of the vulnerable (and the ick) when it comes to coaches coaching coaches and I hope you hear my invitation to really think about your own role as a financial coach. How do you balance ambition with honesty? How do you navigate the complexities of scaling a business while staying true to your mission? These are just a few of the ideas you'll hear, as well as my own answers to these questions.So, if you're curious about what it really takes to uphold integrity in financial coaching, if you're looking to find a balance between your financial acumen and your coaching spirit, or if you're simply seeking a heart-centered approach to this profession, this episode is for you.Tune in to discover insights that could redefine your approach to financial coaching. Trust me, you don't want to miss this one!Links & Resources:Ultimate Growth GuideJoin the Facebook groupKey Takeaways:Don't be afraid to step outside your comfort zone, but never step outside your integrity zone - the distinction between growth and compromise matters more than you think.The coaches coaching coaches industry often becomes a pyramid where the only six-figure business they've built is teaching others to build the business they never actually built themselves.Ask this critical question before hiring any business coach: Have they succeeded at the actual thing they're teaching, or only at teaching it?Over-promising is the supplement industry of coaching - claiming your program cures everything while delivering results you can't control.Two sides make financial coaches powerful: the dreamer who believes in potential and the realist who sees the hard work required.The life coaching pyramid targets you as the easier sale - coaches buy faster than real clients because hope sells better than results.Truth in marketing means being honest about what you haven't achieved, not just highlighting what you have - transparency builds more trust than hype ever will.
Ever tried to talk a client out of a risky decision? Found yourself pushing harder when they won't listen to your advice? If you've ever felt your stomach drop when a client chose the path you knew was wrong, this episode is for you.Here's the uncomfortable truth: when we try to control our clients' choices, it's usually not about them. It's about us. Our insecurity that their mistakes will reflect badly on our coaching. Our arrogance in thinking we can predict the future and know what's best for everyone.But here's what I learned after years of doing this: trying to shelter clients from consequences actually slows down their growth. The very skills they came to us for - making intentional, informed decisions and learning to pivot when things go sideways - only develop when they experience real world outcomes, both good and bad.In this episode, I share the mindset shift that changed everything for me. My job isn't to be right or protect clients from ever feeling regret. It's to help them become more resourceful and confident in their ability to respond when life throws them a curve ball.You'll hear the exact approach I use when clients insist on strategies I think are risky. How to create extreme clarity by mapping out best case, worst case, and most likely scenarios. The questions that illuminate financial, emotional, and logistical impacts without fear mongering. And how to help clients build contingency plans that make risky moves safer.This isn't about becoming a yes-person who just smiles and nods. It's about the difference between coaching and controlling. Between building resilient clients and making their success about your ego.Links & Resources:Ultimate Growth GuideJoin the Facebook groupKey Takeaways:Your need to control client decisions isn't about protecting them - it's about protecting your ego from their potential mistakes.Real progress happens when clients learn to make intentional decisions and pivot when needed, not when they follow your blueprint perfectly.Stop robbing clients of consequences because that's exactly what they need to build the skills they came to you for.When a client wants to take a risky path: Map out best case, worst case, and most likely scenarios - then let them choose with eyes wide open.Ask yourself: Am I making their success about my comfort or their growth?The goal isn't for clients to make the same decision you would - it's for them to make clear, confident decisions they can handle.Ethical coaching means walking beside clients with your eyes open and theirs, not telling them which direction to go.
Have you ever met someone in person after following their content and thought, “Wow, they're exactly who I thought they'd be”? That's the power of authenticity, and it's what your clients are looking for too.Today we're talking about something I see happening a lot in our profession—coaches trying to sound like someone else instead of developing their own voice. I'll share why this matters more than you think, where the line is between inspiration and copying, and how to create content that sounds like you.I'll also share something else I've been ruminating on for the last year or so: We've somehow lost the art of giving credit where it's due. There used to be blog circles where content creators would openly build on each other's ideas, linking back and adding their own perspectives. But somewhere along the way, we stopped doing this.Here's what I know for sure: Your clients don't expect you to generate every idea in isolation. They want to work with someone real; someone who speaks their truth, shares their experiences, and isn't afraid to acknowledge where their inspiration comes from.I'll walk you through practical ways to develop your authentic voice, including how to start with real conversations instead of other people's content, and why your vulnerability creates connection in ways that polished, generic content never will.Plus, I'll share why I took a three-month content consumption break and how it helped me find my voice again. Sometimes the most distinctive coaches consume less content from their direct competitors and find inspiration elsewhere entirely.This conversation will help you show up as yourself in your business, which truly is your greatest asset as a coach.Listen in to discover how authenticity isn't just about integrity; it's about building a sustainable business that attracts the right clients and creates meaningful transformations.Links & Resources:Financial Coach Academy Ultimate Growth GuideJoin the Facebook groupKey Takeaways:Your clients hire you for your perspective, not your ability to sound like someone else. They can sense when something feels off even if they can't put their finger on it.Start with conversations you've actually had with clients or friends instead of starting with other people's content; real questions create real connections.Giving credit doesn't diminish your authority—it actually shows you're engaged with your field and humble enough to acknowledge others.The most distinctive coaches often consume less content from their direct competitors and find inspiration from psychology, behavioral economics, or leadership development instead.If you have to ask yourself “would I be comfortable if someone changed my content this way?” then the simplest solution is to give credit.Your vulnerability creates connection in ways that polished, generic content never will; share your money mistakes, lessons, and turning points.Content creation becomes easier and more enjoyable when you're drawing from your own well of experience rather than trying to maintain someone else's voice.
New online health business making less than $5k per month? Go here: https://go.healthpreneurtraining.com/starting-roadmap Ready to SCALE your online health business? Go here: https://healthpreneurgroup.com/youtubeIf you're stuck at $10K/month and wondering why you can't seem to break through…This episode is for you.Because here's the truth most coaches don't want to hear:You don't get what you want.You get what you tolerate.If your standards are low, your income will reflect that.And if you don't believe you're worth more, you'll keep sabotaging every time growth starts to happen.This isn't about marketing tactics or “working harder.”This is about your identity.Your beliefs.Your standards.In this episode, I'm walking you through why your mindset—not your model—is the real ceiling on your business.You'll learn:
I used to lose sleep before coaching sessions where I knew I had to deliver tough news. If I saw someone's finances and they were way over budget every month, I felt like, oh my gosh, I'm going to have to be the messenger of terrible news. What are they going to think? How are they going to react?Today we're talking about those conversations that make your stomach tighten—the ones many coaches want to avoid because they think their client will be unhappy or uncomfortable. But when we avoid these conversations, problems compound, resentment builds, and most importantly, we fail to serve our clients with the honesty they deserve.We'll cover the specific language that transforms these dreaded moments into opportunities for deeper connection. Instead of saying “at this rate, it will take you 13 years to pay off your debt,” you'll learn how a simple reframe can shift everything. Plus, I'll share how asking clients to rate their financial health on a scale of one to ten changed my entire approach to difficult conversations.Whether it's discussing negative cash flow, addressing spending habits that don't align with goals, or talking about business finances that aren't working, you'll get concrete phrases and questions that create openness instead of defensiveness. We'll also talk about what happens when clients get emotional (because money is emotional) and how to handle those vulnerable moments in ways that deepen trust rather than damage it.If you've ever felt uncomfortable having to tell a client something they don't want to hear, this episode gives you the tools to approach these conversations with confidence. Because the truth is, delivering tough news with care is one of the most valuable services we provide as financial coaches.Links & Resources:Ultimate Growth GuideJoin the Facebook groupEpisode 27: The Stages of Learning for Financial CoachesKey Takeaways:Preparation beats panic: Practice what you'll say before tough conversations, because delivering bad news with care is one of the most valuable services you provide as a coach.Questions starting with “why” create defensiveness, but “what” and “how” create openness. Choose your question words carefully to unlock client insights.“You should have” focuses on a past that can't be changed, while “Let's explore what's working” builds on strengths that already exist.Emotional moments aren't interruptions to coaching. They're opportunities to create profound trust by staying present without trying to fix or change the feelings.Ask clients to rate their financial health 1-10 before delivering tough news; often they already know something's wrong and just don't want to face it alone.Every problematic financial habit began as an attempt to meet a legitimate need. Acknowledge this and clients feel seen rather than judged.Your comfort with client emotions directly impacts your effectiveness as a coach; when you can hold space for tears without rushing to solutions, real transformation begins.
As coaches we work so hard to support others that we can often forget how important it is to take care of ourselves too. But, as Cindy Tisdale-McPhee said on a very early episode of the podcast, for coaches to be present for others, they must take care of themselves first. This is a special #coachbetter collaborative episode with Kim Cofino and Diana Beabout because both of them have had an extra challenging year, and when they were chatting about how they've managed being at max capacity all year, they realized that some of our strategies might be helpful for you too! If you're feeling stretched thin - or hoping to prevent that feeling - please keep watching for our 8 tips today! Find the show notes for this episode here. Like this episode, you'll enjoy these: Coaching Case Study: The Power of Intentionally Slowing Down Coaching Conversations with Sasha Robins [Ep 238] My "Secret" Coaching Assessment One Question That Will Transform Your Coaching Practice Coaching Call: Shifting your Coaching Mindset from Problem Solving to Improving Student Learning with Vicki Heupel [260] Let's Connect: Our website: coachbetter.tv EduroLearning on LinkedIn EduroLearning on Instagram EduroLearning on YouTube Subscribe to our weekly newsletter Join our #coachbetter Facebook group Learn with Kim Explore our courses for coaches Watch a FREE workshop Read more from Kim: Finding Your Path as a Woman in School Leadership (book) Fostering a Culture of Growth and Belonging: The Multi-Faceted Impact of Instructional Coaching in International Schools (chapter)
Many coaches think they need to be everywhere on social media, posting constantly and hoping their ideal clients will find them. But there's a problem with putting all your eggs in the social media basket: social media in 2025 is not the same social media from 10 years ago. And that means that growing a business on social media is leaving too much to chance.This week, we're talking about why email marketing matters more than ever for financial coaches (and, honestly, any business). You'll hear why your social media following isn't really yours and how one of the contractors in my business lost her entire Facebook account overnight. We'll also cover the six strategies that actually work for growing your email list, including the one approach that we often see coaches completely overlook.If you've been wondering how to get people to actually sign up for your list, or why your current strategy isn't working, this episode breaks down exactly what you need to know. From creating lead magnets that people actually want to understanding the psychology of what makes someone open your emails week after week.Plus, I'll share the biggest mistake coaches make with their email lists and the simple fix that can change everything. Whether you're just starting to build your list or looking to breathe new life into an existing one, you'll walk away with practical steps you can implement right away.Links & Resources:Ultimate Growth GuideJoin the Facebook groupEpisode 93: Client Conversations with Nora SudduthEpisode 94: Build Trust to Attract Financial Coaching ClientsKey Takeaways:Your social media following is rented space, but your email list is property you actually own—and no algorithm change can take it away from you.Nobody wants another newsletter in their overflowing inbox. They want solutions to their problems, so lead with value, not volume.Email marketing delivers $35 for every $1 spent, while social media posts disappear into the void. That's why email is the foundation of a sustainable coaching business.The best lead magnet creates an immediate win: don't give them 17 steps to transformation, give them one thing they can implement today and see results.Stop asking, “Will you join my newsletter?” and start saying, “I have a resource that helps with exactly what you just mentioned. Can I send it to you?”Financial coaching requires nuance and depth that a social post can't deliver, but an email creates the private space people need to engage with sensitive money topics.The most important email strategy isn't how often you send or what day you choose; it's consistency and value in every single message that hits their inbox.
Starting a new career can be a challenge. In many instances, we have the opportunity to learn from a mentor or manager who can guide us in the right direction. And while I serve as a mentor for financial coaches, few have actually experienced or witnessed a financial coaching session. So I was thrilled when a member of our online community agreed to allow me to record a coaching session as I coached her around a financial decision she was trying to make. See, she had asked for input from our online community but received so many different responses she was actually further from a decision than before.I hope you'll tune in to this bonus episode and hear how we walk through Lydia's decision. I share a bit of what pre-work I did before the session and why I approached the session like I did. Please pardon the audio quality; this is the first of what I hope to be a number of examples of what a coaching session looks like in real time.Links & Resources:Ultimate Growth GuideJoin the Facebook groupKey Takeaways:The clarity required to make a confident financial decision comes not from avoiding the worst-case scenario, but from being fully prepared for it.When facing a major financial choice, ask yourself: Am I making this decision from a place of fear or from a place of purpose-driven growth?True financial courage isn't eliminating all risk—it's understanding exactly what you're risking and deciding it's worth the potential gain.Your relationship with money reveals itself most clearly when you articulate what you believe you'll gain from spending it.Indecision is exhausting; a clear “no” is often more empowering than a perpetual “maybe.”Financial coaching isn't about telling someone what's mathematically optimal; it's about guiding them to clarity through their own values and circumstances.The next time you're stuck in financial uncertainty, remember: The decision isn't the point. The process is the point.
This #coachbetter episode is part of our special series featuring real-life coaching conversations with a member of our community. This conversation is with Kathy Patton, Assistant (ES) Principal at International School of Panama. HUGE thank you to Kathy for being willing to record this session to share with all of you! This episode is such a great example of the many demands of leadership - and just a single coaching conversation can help you feel hopeful and a sense of direction in moving forward. In this conversation they talk about how challenging it is for leaders to… Manage the constant shifting from one responsibility to another Rapidly shift their mindset and attitude from one setting to the next Be present in the moment when ongoing issues are lingering Process all the different conversations they have in the day, so they can be better prepared the next time around Develop sustainable strategies to reflect, process and plan for a very busy week Find the show notes for this episode here Like this episode, you'll enjoy these: Coaching Case Study: The Power of Intentionally Slowing Down Coaching Conversations with Sasha Robins [Ep 238] My "Secret" Coaching Assessment One Question That Will Transform Your Coaching Practice Coaching Call: Shifting your Coaching Mindset from Problem Solving to Improving Student Learning with Vicki Heupel [260] Let's Connect: Our website: coachbetter.tv EduroLearning on LinkedIn EduroLearning on Instagram EduroLearning on YouTube Subscribe to our weekly newsletter Join our #coachbetter Facebook group Learn with Kim Explore our courses for coaches Watch a FREE workshop Read more from Kim: Finding Your Path as a Woman in School Leadership (book) Fostering a Culture of Growth and Belonging: The Multi-Faceted Impact of Instructional Coaching in International Schools (chapter)
Are you wrapping up clients' final sessions with an awkward “goodbye and good luck”? You might be missing the biggest opportunity in your coaching business.We continue our series on delighting clients this week by focusing on what happens after their formal program ends. Financial wellness isn't a destination—it's a lifelong journey with new challenges at every stage. By maintaining meaningful relationships with past clients, you create both ongoing value for them and sustainable growth for your practice.Think about it: your past clients already know your value. They've experienced the transformation you provide firsthand. When you create intentional ways to stay connected, these relationships become the foundation of a thriving, sustainable business where you're not constantly chasing new leads.In this episode, we break down the three essential components of a great off-boarding process: the celebration session that highlights client progress, documenting their journey as a touchstone they can return to, and providing a success toolkit that equips them for continued growth on their own.We also explore two proven models for ongoing support. The periodic coaching program offers flexible check-ins that evolve as clients progress—starting monthly, then quarterly, and eventually semi-annual—focusing on strategic planning rather than budgeting basics. For some practices, a community membership program creates connections between clients on similar journeys.Beyond these formal touch points, we share practical ways to stay meaningfully connected through your connection calendar and regular communication that feels personal, not promotional.The most powerful outcome of these strategies? A natural referral culture where clients enthusiastically share their experience with others. Links & Resources:Ultimate Growth GuideJoin the Facebook groupGet your Client Journey RoadmapKey Takeaways:The celebration session transforms a final meeting into a powerful launch pad for clients' independent success by highlighting their growth journey and newfound skills.Document your clients' progress throughout the coaching relationship—it becomes their touchstone during future financial challenges when you're not there.Periodic coaching evolves with your clients' needs: monthly → quarterly → semi-annual, focusing less on budgeting mechanics and more on being their strategic thinking partner.Your clients don't stop needing guidance after their program. Rather, they need different guidance as new life stages bring fresh financial challenges they've never navigated before.To increase your referral rate, stop asking for referrals and start creating client experiences so transformative they naturally want to share you with others.The most meaningful client communications aren't about your business news. They address the specific financial concerns of people already managing money well.Financial stability in your coaching business starts with client relationship stability; when past clients become your marketing department, algorithm changes can't touch your growth.
It can often feel easier to be an expert (or a consultant) than it is to coach. Whether it's building peer coaching skills among a full faculty, or inside The Coach with educators who are learning to be instructional coaches, or in workshops with teachers who are just learning about coaching, we all feel very comfortable in the consultancy dynamic. We're familiar with the concept of mentoring or giving advice, and it's easy to think that coaching is the same thing. This #coachbetter episode is about embracing your curiosity as an instructional coach - and letting go of feeling like you need to be an expert. Find the show notes for this episode here. Like this episode, you'll enjoy these: Coaching Case Study: The Power of Intentionally Slowing Down Coaching Conversations with Sasha Robins [Ep 238] My "Secret" Coaching Assessment One Question That Will Transform Your Coaching Practice Coaching Call: Shifting your Coaching Mindset from Problem Solving to Improving Student Learning with Vicki Heupel [260] Let's Connect: Our website: coachbetter.tv EduroLearning on LinkedIn EduroLearning on Instagram EduroLearning on YouTube Subscribe to our weekly newsletter Join our #coachbetter Facebook group Learn with Kim Explore our courses for coaches Watch a FREE workshop Read more from Kim: Finding Your Path as a Woman in School Leadership (book) Fostering a Culture of Growth and Belonging: The Multi-Faceted Impact of Instructional Coaching in International Schools (chapter)
Are you caught checking client emails on family movie night or waking up at 3 a.m. worried you forgot to send that follow-up? Your love for financial coaching might be getting buried under a mountain of admin tasks.As coaches, we're drawn to this work because we want to help people transform their relationship with money. But the reality is that running a business involves so much more than just coaching sessions. There's follow-ups, reminders, contracts, payments, forms, and dozens of other little tasks that can quickly overwhelm you.The good news? You don't need to figure this all out on day one. When you're just starting out, keeping things simple is actually better. Don't let tech distract you from what will truly move the needle in your business: talking with people, marketing, and focusing on getting results for your clients.But as your coaching practice grows, you'll start to notice the warning signs that it's time to level up your systems. Maybe you feel anxious that you're forgetting important client details. Perhaps you've caught yourself missing emails or deadlines because the small tasks are falling through the cracks. Or you might find yourself constantly pulled away from family time because you suddenly remembered something urgent you forgot to do for a client.In this week's episode, I walk through the essential tech tools that can transform how your business runs, when exactly to add each one, and how much they really cost. I'll also share why I don't recommend the all-in-one options that initially seem so appealing (and why I'm grateful they weren't available when I started).Links & Resources:Ultimate Growth GuideJoin the Facebook groupKey Takeaways:Start with just a scheduling software. Everything else can wait until you actually need it, so you can focus on what moves the needle: talking to people and getting results.Feeling anxious about forgetting client details? That's not just stress—it's your business telling you it's time for better systems.Don't put all your tech eggs in one basket; separate tools that communicate with each other provide better service and less risk than all-in-one platforms.Your business deserves proper tools—$47-67 monthly for professional systems is a small price to pay for hours saved and stress avoided.Systems are about organization creating the mental space to actually enjoy coaching again instead of drowning in admin tasks.When family time gets interrupted because you suddenly remembered a client task, it's not a work ethic problem; it's a systems problem.The right tech tools don't just make your life easier, they will transform your client experience from “she seems disorganized” to “wow, she's incredibly professional.”
In this breakthrough episode of the Grow Your Life podcast, Jeremiah Krakowski helps coaches, mentors, and course creators get real about what's really holding them back: mental blocks, limiting beliefs, and spiritual disconnection. After 22+ years of building multiple 8-figure coaching businesses, Jeremiah shares raw, recent revelations that have reignited his own journey—and how you can do the same. Whether you're stuck in procrastination or overwhelmed with information, this episode is your invitation to reset. ➡️ Release animosity and reclaim your mental energy ➡️ Choose your current life—and start shifting it intentionally ➡️ Embrace divine identity and radical ownership ➡️ Feel safe, supported, and unstoppable in your calling Referenced in this episode: The Game of Life and How to Play It by Florence Scovel Shinn Dr. Joe Dispenza on mindset and manifestation ✅ Learn more about the Wealthy Coach Academy at growyourlife.com If you're ready to walk in faith, sharpen your focus, and lead with fearless conviction—this episode is for you.
Send us a textAre you giving endless advice that nobody seems to take? You might be unintentionally creating the very bottleneck that's preventing your clients from achieving real transformation.This episode tackles one of the most common challenges faced by coaches and leaders today – the tendency to over-solve problems for others. We explore the powerful distinction between providing answers and guiding people to discover their own solutions, a difference that separates truly effective coaches from those who inadvertently create dependency.We unpack three key reasons why coaches fall into the problem-solving trap: equating giving answers with being helpful, feeling overly responsible for client success, and fearing that questions alone won't be enough to create results. At the heart of these concerns lies a fundamental misunderstanding about what coaching truly is – not rescuing, but empowering through skilled guidance.The mindset shift we propose is deceptively simple yet profoundly impactful: great coaches don't give people fish; they teach them how to fish through transformational questions. When you ask "What do you think will work best?" or "What's the real challenge here for you?" instead of jumping in with solutions, you activate your client's innate problem-solving abilities and create space for genuine breakthroughs to emerge.Ready to transform your coaching approach? Comment below with your experience of catching yourself over-solving, and book a free coaching call to learn our framework for asking questions that drive real change. Subscribe for more leadership insights that will help you make a greater impact while growing your confidence and business.Want a personalized strategy session for free? Book a free call with Marc or Teresa: https://www.modernleadership.us/apply Whether you're going through a challenge, or working on a powerful goal, join Marc or Teresa for a 20-minute strategy session and leave the call with a plan to make it happen!
If you've ever felt like there's not enough time to get everything done in your financial coaching business, you're not alone. Starting a business is tough, especially when you're trying to do it on the side of a 9-to-5. This week on the podcast, we're sharing some golden nuggets on how to efficiently split your time between the essential tasks: working ON your business, snagging those crucial clients, delivering knockout coaching sessions, and keeping your own learning game strong. Plus, we've got a killer time allocation strategy that's perfect for anyone in the early stages of their coaching journey.We're challenging the notion that more hours equals better results. With our practical tips, you can make those precious hours count, focusing on what truly moves the needle in your business.From the must-do client attraction activities to avoiding the common pitfalls that trap new coaches, we're laying it all out there. And because we know how overwhelming it can be, we're also sharing a list of key podcast episodes that are game-changers for upping your client game (you can check out the links to those below!).Links & Resources:Episode 49: The Power of a Financial Coaching ProgramSpecialty Toolkit: A 90-Day Financial Coaching ProgramUltimate Growth GuideEpisode 9: How Do I Get Clients as a Financial Coach?Episode 25: Building Trust in Financial Coaching with the Trust TriadEpisode 28: Why Aren't You Getting More Clients?Episode 34: How to Talk About What You Do as a Financial CoachEpisode 43: How to Get More Coaching Clients from Social MediaEpisode 44: Identify & Craft Your Why for Financial CoachesEpisode 52: Real Talk on Social Media for Financial CoachesEpisode 53: How to Get More Referrals from Your BNI MembershipEpisode 56: How to Use YouTube as a Marketing Strategy
Kit sits down with powerhouse Margueritte Aozasa — the youngest coach ever to win an NCAA soccer championship — for a wide-ranging, wisdom-packed convo that goes way beyond the field. They talk about the mindset that made her a champion, how her parents shaped her confidence, and what it really takes to lead with heart. From childhood dreams of playing Major League Baseball to balancing motherhood and coaching at the highest level — this is one of those episodes you'll want to bookmark and share with your kids.--It's a coaching masterclass for the driven — and the ones who helped them rise.On this episode of The Coop with Kit, host Kit Hoover is joined by UCLA Women's Soccer head coach Margueritte Aozasa — who made history as the youngest coach to win an NCAA championship… in her very first season.
Eric Musselman, current USC Men's Basketball Head Coach and former coach of Arkansas, Nevada, the Sacramento Kings, Golden State Warriors, and others, explains to Papa & Silver why he was drawn to coach Moses Moody at Arkansas and how he shifted his coaching mindset in the NCAA Tournament from the regular seasonSee omnystudio.com/listener for privacy information.
Excellent Executive Coaching: Bringing Your Coaching One Step Closer to Excelling
Kerri Sutey is an experienced executive and leadership coach with over 20 years of expertise in transforming individuals, teams, and organizations. In your Forbes article, how do you define a coaching mindset? What are the most significant barriers leaders encounter when shifting from a traditional, directive style to a more collaborative approach? Could you share an example (or a story) of a leader you have worked with who embodied the coaching mindset? In the context of rapid technological change and a multigenerational workforce, what unique challenges—and opportunities— do leaders face when adopting a coaching mindset for the future? For organizations just beginning this journey, what practical steps or strategies can they implement to start fostering a culture of coaching and continuous learning? Kerri Sutey Kerri Sutey is an experienced executive and leadership coach with over 20 years of expertise in transforming individuals, teams, and organizations. An ICAgile Certified Expert in Agile Coaching and Enterprise Coaching, as well as an International Coaching Federation Associate Certified Coach, Kerri seamlessly bridges Agile methodologies with professional coaching practices. Her coaching philosophy, centered on Lead. Grow. Thrive. empowers leaders to unlock their full potential, foster meaningful connections, and drive impactful change. Known for her engaging facilitation style and ability to inspire curiosity, courage, and compassion, Kerri has worked with industry-leading organizations such as Google, IBM, and Southwest Airlines. Whether through coaching, consulting, or training, Kerri is passionate about helping professionals adapt, innovate, and thrive in today's ever-changing landscape Excellent Executive Coaching Podcast If you have enjoyed this episode, subscribe to our podcast on iTunes. We would love for you to leave a review. The EEC podcasts are sponsored by MKB Excellent Executive Coaching that helps you get from where you are to where you want to be with customized leadership and coaching development programs. MKB Excellent Executive Coaching offers leadership development programs to generate action, learning, and change that is aligned with your authentic self and values. Transform your dreams into reality and invest in yourself by scheduling a discovery session with Dr. Katrina Burrus, MCC to reach your goals. Your host is Dr. Katrina Burrus, MCC, founder and general manager of Excellent Executive Coaching a company that specializes in leadership development.
You know that sneaky trap called the “excellence zone”? It's those tasks you're pretty good at, maybe even enjoy a little? For me, it was organizing client financials into spreadsheets and setting up systems. The trap is that because you're good at it, it's easy to keep doing it yourself. Even when it's time to let it go.But every minute you spend there is a minute you're not spending in your true zone of genius. That's the sweet spot where you're making the impact you wanted to make when you first went into business.This week, I'm sharing what happens in these two zones after you hire your first team member. And it might not be what you think. I learned the hard way that trying to train my first hire while maintaining my full client load was like trying to build a house while also running a marathon. Something's got to give.I'll walk you through our practical seven-step training process that takes more time up front but means you're catching fewer errors on the back end and putting out a lot fewer fires later. You'll learn why blocking off 20% of your client hours during training is actually an investment in an amazing new team member, not a loss of time or revenue.Some of our biggest leaps forward at Fiscal Fitness, my own coaching practice, happened after I learned to let go and trust my team. Now imagine if all your time was spent just coaching clients. How would that feel? That is possible for you, and I'll show you how to get there step by step.Links & Resources:Ultimate Growth GuideJoin the Facebook groupKey Takeaways:Hiring your first support person might actually be harder than launching your business because you're learning a completely new skill set while still running everything.Your “excellence zone” is a sneaky trap. Those tasks you're good at keep you from your true zone of genius where your business actually grows.Create a “rainy day project” for your new hire. They need productive work when waiting for your input, not just idle time.Before bringing someone on, set up a growth fund. Small savings now will cushion the temporary revenue dip later.Scheduled check-ins work better than constant availability. Try 9 a.m., noon, and 4 p.m. meetings instead of answering questions all day.Let them teach it back to you. When they demonstrate what they've learned, you'll see what they've truly absorbed.Trust unlocks growth. Some of your biggest business leaps will happen only after you learn to let go and truly trust your team.
You've got a client who's ready to work with you—they've paid for their first session and now you're feeling those pre-session nerves. Sound familiar?In this episode, we talk about what's really going on in your client's mind when they show up for that first paid session (hint: they're probably more nervous than you are). I share the exact structure I use to make sure every client leaves their first session feeling heard, hopeful, and clear on their next steps.From creating a warm welcome that puts your clients at ease, to helping them see their full financial picture (often for the first time), we cover how to make your first paid sessions truly valuable for your clients. I share my biggest mistakes and what I learned from them, so you can skip the trial and error phase I went through.Plus, I walk through our follow-up system that keeps clients engaged and taking action even after the session ends. Whether you're new to paid sessions or looking to make your current process even better, this episode will help you create an experience that has your clients saying “they get me” and ready to take the next step in their journey.Links & Resources:Ultimate Growth GuideJoin the Facebook groupEpisode 91Key Takeaways:Want your clients to open up about money? Start by acknowledging their courage - it takes guts to share your finances with a stranger and pay them for help.Trying to solve every financial problem in one session isn't generous, it's overwhelming. Pick their most exciting goal and solve it completely.Your clients can sense when you're in your head worrying about delivering value. Their emotional rollercoaster is 10 times bigger than yours.Numbers tell a story, but you need to narrate it out loud. Walk clients through your thinking process so they can see how you got to the solution.The magic isn't in telling clients to spend less, it's in finding their big goal that makes them excited enough to actually change their habits.When a client shares multiple money goals, celebrate internally. They're showing you they have a genuine need for ongoing coaching, so don't try to tackle all those goals at once.Your follow-up system is a safety net that catches clients before they fall off track. Make it systematic but personal, like checking in when reality and procrastination typically hit.
When I sat down to plan this 100th episode, I knew I wanted to do something special—something that came straight from you, our community. So we asked what you really wanted to know about building a financial coaching business, and wow, did you deliver!From questions about leaving a stable job to start coaching (and when that's the right move), to figuring out how to get more discovery calls booked, to managing a successful business solo, we're tackling the real stuff that keeps you up at night.On this special 100th episode, I'm sharing what I learned from my own journey, including some “I wish someone had told me this” moments about growing a coaching practice. You'll hear practical advice about things like how much runway you might want before leaving your day job, what marketing actually works (hint: it's probably not what you think), and even which paid software made the biggest difference in my business.Whether you're just starting out or looking to level up your existing practice, this episode gets into the thick of what it really takes to build a coaching business that fits your life. No fluff, no fancy strategies—just real talk about what works, what doesn't, and how to figure out which path is right for you.Thank you so much for being a part of this adventure with me!Links & Resources:Join the Facebook groupWhy to start with one-to-one coachingUnderstanding advanced goal setting with long-term clientsThe Ultimate Growth Guide SeriesLearning different business models through trial and errorClient acquisition and marketing discussion with NoraStrategic partnerships and leveraging existing audiencesTime management and wearing different business "hats"Acuity schedulingKey Takeaways:Starting your coaching business while you have a day job gives you the freedom to be selective with clients. Your steady income is an asset, not a barrier.Real relationships beat passive marketing. Walk straight into the rooms where your ideal clients already gather.Great coaches tell the same stories repeatedly because different people need to hear them at different times.The secret to solopreneur success? Pick two marketing channels and master them instead of spreading yourself thin.Long-term clients stay because you're their thinking partner, not their information source.Turn cold leads into warm conversations by partnering with professionals who already have your ideal clients' trust.Before you scale, ask yourself: What matters more…maximum revenue or maximum impact? Let that guide your growth.