Podcasts about financial coaches

Are you being distracted from building your practice into what it truly can be? In this episode of The Financial Coaches Podcast, Cody and Maria discuss a post that happened in our Facebook Group (The Financial Coaches Community - By New Money Habits), around being distracted by other opportunities in life, and how that can affect your pipeline of new leads and clients to dry up, causing new challenges to overcome.

Setting boundaries for your clients and leads? In this episode of The Financial Coaches Podcast, Cody shares an experience that he had with a lead that told him “No” twice, and came back for a third time around. The boundaries he set, and how they were healthy and helpful for not just him as a coach, but also for the prospect as well.

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.

When you think about your resilience and wellbeing, how often do think about your money and finances? We often think we've got to make space to develop our mental and physical resilience but if you don't have financial resilience the former can be like pushing the proverbial Sisyphean boulder up the hill. Up and down.Nearly 12 million people feel overwhelmed or stressed dealing with financial matters, including 40% of adults with credit or loans saying they suffer anxiety and stress, according to a survey by the Financial Conduct Authority.So what to do? Well, when it all started to get on top of me, I turned to a financial coach Sasha Speed.Despite the fact I've worked with a financial advisor and have a wonderful accountant, I really needed someone to help me get clarity, direction and confidence in what I was doing overall.It's been so incredibly helpful, I wanted to spread the work about the work Financial Coaches.If you think your financial resilience and wellbeing could be improved, take a listen to this short chat with Sasha about what a financial coach is and how they help. You can contact Sasha via her website sashaspeed.com#FastTrackToFearless #TracyForsyth #BeFearlesslyYou #CoachingCorner #financialresilience #financialconfidence #coachingworks #moneymatters #resilience #FinanceCoach

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.

Retirement brings new challenges and opportunities for managing finances wisely. Abe Abich discusses key aspects of retirement planning, including income, investments, taxes, healthcare, and estate planning. He emphasizes the importance of setting goals, sticking to them, and ensuring financial stability throughout retirement. Abich highlights the need for a comprehensive lifestyle plan to maintain purpose and fulfillment beyond financial security. Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

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.

I don't think I need to tell you about the chaos social media has experienced lately. Meta goes down from time to time. Instagram suddenly changed square feeds to vertical graphics with no warning. TikTok's future remains uncertain.It's too much to keep up with, and even if you understand the “rules,” they're bound to change in the coming months. While there's still value in social media, we can't really rely on it.In this episode, I'm sharing why email marketing needs to be the absolute foundation of your financial coaching business—not social media. While social media platforms constantly shift and change, email marketing remains rock solid, giving you direct relationships with your audience that you actually own and control.I've watched coaches pour endless hours into building their social media following, using all the right hashtags and following trends, but struggle to convert followers into paying clients. Email marketing changes that equation completely. When someone checks their email, they're in a completely different mindset than when scrolling social media—more focused and intentional with their time.Ready to build your email marketing foundation? Listen in for two practical approaches you can start using today, plus a third option to work toward as your business grows.Links & Resources:Ultimate Growth GuideJoin the Facebook groupKey Takeaways:Building your business on social media? You're renting property on shaky ground where the landlord changes rules without notice.Your email list is the only marketing asset you truly own—take control of your business future by starting to build it today.When was the last time someone replied to your social post? One email brought me 78 replies from engaged potential clients.Financial decisions require privacy—email creates the safe space your audience needs to engage with sensitive money topics.Want to welcome new subscribers properly? Create a simple 3-email sequence that delivers value, shares your approach, and offers a quick win.Email marketing creates consistency. Replace feast-or-famine client acquisition with steady relationship building that keeps you top of mind.Start where you are: begin with regular emails OR a welcome sequence, then work toward the hybrid approach as your confidence grows.

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 Art of Money, Art McPherson discusses the critical importance of retirement planning, emphasizing the need for individuals to invest time and effort into their financial futures. He highlights the role of financial coaches in helping clients set and achieve their retirement goals, navigate job transitions, and understand the benefits and limitations of annuities. The conversation also touches on the significance of planning for inheritance and long-term care, ensuring that listeners are well-prepared for their financial journeys. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

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.

If you've been feeling overwhelmed in your financial coaching business lately, you're probably spending all your time serving clients, creating content, and answering emails. While these tasks matter, they're only part of the story. This week, we talk about why setting aside time to work ON your business (not just IN it) makes everything else feel easier. Despite the perception that you “don't have time” to do anything other than take client calls.Think of your business like a garden: you can spend all day watering plants and pulling weeds, but without a good design and irrigation system, you'll always be playing catch-up. On this week's episode, we share practical ways to create space for strategic work, even if you only have five hours a week for your business right now. Plus, we talk about why having the right support network changes everything, both for building your business and helping your clients succeed.You'll hear about specific times when doing less actually leads to better results, and why trying to be “kind of okay” at a dozen different things might be holding you back. Whether you're just starting out or feeling stuck in your current business, this episode will help you see where small changes in how you spend your time can make a real difference.Want to start working on your business instead of just in it? Listen to learn how shifting just 20% of your work time to strategic planning could change everything about how your business feels and grows.Links & Resources:Ultimate Growth GuideJoin the Facebook groupKey Takeaways:Block off 20% of your work time for strategic planning because one hour of intentional business work creates more impact than five hours of reactive tasks.Schedule your most challenging business decisions when your energy peaks. A clear mind at 7 a.m. beats a tired brain at 8 p.m. every time.Your business systems should feel automatic but not robotic. Build processes that make your work smoother while keeping the human connection clients crave.Get really good at 2-3 things instead of being okay at a dozen things. Excellence in a few areas brings better results than mediocrity in many.Treat your business metrics like you treat a budget. The numbers tell you whether your time and energy investments are paying off.Use a dedicated notebook for your strategic work. When you look back, you'll see how yesterday's planning became today's foundation.Your client journey needs the right balance. Create systems flexible enough to personalize but structured enough to scale.

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.

Social media can feel overwhelming, frustrating, inspiring, and like a time-suck…all at the same time. As business owners, we need to come to terms with it and find out how it fits into our own lives and businesses. Instead of letting it rule us.This week on the podcast, I'm sharing more about the often-misunderstood world of social media from my own perspective. You'll hear some real-life hits (and misses!) about how social media has impacted the way I do business.This episode is not just stories; it's a journey to uncovering the true impact of social media in our field. I explore how easy it is to make snap judgments based on someone's online profile and question how this influences our perception of success, both of others and ourselves.Discover how setting boundaries with social media can lead to more meaningful interactions and why it's okay to chart your own path, even if it strays from conventional social media strategies.Tune in for an episode filled with honest reflections, practical insights, and a fresh perspective on leveraging social media for your financial coaching business. Whether you're a social media enthusiast or skeptic, there's something in this episode for everyone looking to navigate these digital waters with confidence and authenticity.Links & Resources:Join the mailing list!Ultimate Growth GuideJoin the Facebook groupKey Takeaways:Having a huge following doesn't guarantee clients - focus on real conversations that convert instead of chasing vanity metricsYour energy is the fuel to your business - choose marketing methods that energize you rather than drain youSocial media is just one conversation tool - you can grow a thriving business through networking, speaking, referrals and other channels that feel natural to youCurb appeal isn't everything - someone's polished social presence might mask an empty house, so validate their substance through real conversations and client testimonialsCreate content in your natural style - forcing yourself to write in a way that doesn't match your voice will burn you out, while embracing your authentic format energizes your workSocial media works for you, not the other way around - set boundaries by treating it like email with designated check-in times rather than letting notifications control your dayJudge yourself by client results, not follower count - your expertise and impact aren't measured by social metrics but by the transformations you create for real 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!

Today, Josh and Emily discuss how to talk about money with non-client friends and family? If you don't approve of how they're handling their money…can you talk about it? What about if they ask you? Top takeaways: If you don't have all the information, do not give a clear answer (because you can't know!). If someone is just casually chatting with you, you will not have all the information. In general conversations, asking questions is a better strategy to start with than answering questions. When trying to decide whether to talk to family about money, consider whether knowing information about them will change the dynamic of your relationship…and seriously consider referring out regardless. Working as an accountability partner with a family member (or friend) who you spend time with regularly can definitely lead to awkward situations. Want help building or growing a successful financial coaching business? Find resources below based on where you're at in your journey: Deciding whether Financial Coaching is right for you? Join our free Facebook Community with over 5000 current and aspiring financial coaches! https://www.facebook.com/groups/financialcoachescommunity Already decided you're going to be a Financial Coach and want to learn more? Get 30+ tips and best practices in our free 8-part email series! https://www.financialcoachesnetwork.com/pre-launch-email-series Ready to Launch your Financial Coaching business? Join FCN Launch, our step-by-step program that will help you successfully launch your business in four months and grow it to a consistent part-time income. https://www.financialcoachesnetwork.com/launch Are you already coaching clients and want to grow your business to a full-time income? Join FCN Grow, our program that helps you scale your business to a full-time income. https://www.financialcoachesnetwork.com/grow

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.

Remember when making $2,000 a month as a financial coach felt almost impossible? I sat at my kitchen table dreaming about it, having no idea how I'd make it happen. That was my first BHAG (Big, Hairy, Audacious Goal), and it made my palms sweat just thinking about it.Today, my BHAGs are much bigger—and yes, they still make my palms sweat. Because here's the thing about setting goals for your coaching business: if they don't make you a little nervous, they're probably not big enough.This week, I'm sharing the exact process I use to set goals that actually mean something—not just arbitrary revenue goals that other people talk about or goals that I think I “should” care about. We'll talk about those sneaky stories holding you back (like my old belief that making too much money would make me less relatable to clients), and I'll show you how I plan my entire year around what matters most.Plus, I'm giving you real homework at the end of this episode. Yep, homework. Because we're not just here to talk about goals, we're here to make them happen.Ready to set goals that excite you and scare you at the same time? Let's make those palms sweat a little.Note: If you're in the Financial Coach Academy®, this pairs perfectly with exercises 1.21 and 1.22 in Module 1. And if goal-setting for a whole year feels overwhelming? We'll talk about how to start with just 90 days instead.Links & Resources:Ultimate Growth GuideJoin the Facebook groupFinancial Coach Academy®Client Creator ChallengeKey Takeaways:Your big goals should make your palms sweat. If they don't make you nervous, dream bigger.Planning is a skill you build. Start with 90-day goals if annual planning feels overwhelming.There's a story behind every limitation you accept in your business. Find it, flip it, and watch things change.Use "Good, Better, Best" goals instead of single targets. It keeps you moving forward even in tough weeks.Give your business priorities the same respect you give client appointments—show up prepared and on time.Personal commitments go on the calendar first, then business plans. Your business should add to your life, not drain it.Pick just 2-3 numbers to track, mixing things you can control with actual results.

Be one of the first seven to join Organized Life Academy now to get $400 off. I'm personally inviting YOU! Click here to join today for only $223. Or, click here for the full-pay option to save. THEN... Get ready to approach your finances with confidence and ease! In this episode of The Organized Coach Podcast, Tracy interviews Shana and Vanessa, the “Budget Besties,” who have turned their friendship into a mission to redefine personal finance. They share all their practical strategies that can transform your thoughts about money.  They also share their journey from best friends to business partners and introduce their innovative digital budget system (one of my favorite words!), modernizing the traditional envelope system. The conversation covers their passion for helping women organize their finances, manage money with intention, and achieve financial goals through automation and strategic planning. Shana and Vanessa highlight the importance of creating a practical, customizable budget system. They discuss how to automate (another favorite word of mine) finances for simplicity and how to use tools like bank apps to stay consistent. If you are ready to prioritize money, join their Money Makeover Bootcamp, which will run from December 30th to January 3rd. The boot camp is designed to help you gain clarity, confidence, and control over your financial future. Click here for the full transcript, notes, links, and more. Ready to organize your business and digital files? Watch my free on-demand training to learn the ONLY 5 files you need!

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.

Wondering what it's like to build a thriving financial coaching business as a couple? In this episode, we sit down with James and Amberlee Rich, a dynamic husband-and-wife duo who have turned their passion for helping others into a successful coaching practice.From their early days as a teacher (Amberlee) and campus pastor (James) to launching their own business, the Riches share their journey of transformation—for themselves and their coaching clients. They share how they've crafted a unique approach to financial coaching that allows them to homeschool their kids, travel, and make a real impact in people's lives.You'll hear about their innovative "Steward Lab" program, designed to fill a gap they noticed in faith-based financial education. James and Amberlee also share how they've embraced authenticity in their marketing, overcoming the fear of standing out in a crowded field.But it's not all business talk. The couple opens up about their personal strategies for maintaining work-life balance, including their sacred weekly rhythms and how they use AI to manage their busy schedules.This conversation is just one of many in our success stories series, and it's packed with practical tips and inspiring insights. Tune in to learn how James and Amberlee are redefining success on their own terms and helping others do the same.Links & Resources:Ultimate Growth GuideJoin the Facebook groupRich Living CoachingFind the Riches Online:FacebookInstagramTiktokKey Takeaways:Authenticity is key: Being true to yourself and your unique style can help attract the right clients and make your business stand out. And standing out is exactly what you need to do.Adapt and innovate: The Riches created "Steward Lab" to fill a gap they noticed in faith-based financial education, showing the importance of identifying and addressing market needs.Balance is crucial: Implementing structured weekly rhythms and prioritizing family time alongside work can lead to a more sustainable and fulfilling coaching career.Leverage technology: Using AI tools for task management can significantly boost productivity and help manage a growing coaching business more effectively.About James & Amberlee Rich:James and Amberlee Rich are financial coaches who have been helping people with their personal finances for over 18 years. In 2018, James and Amberlee launched the Debt Dump Challenge, inspiring over 60 families to join them in taking control of their finances. Through coaching and monthly challenges, the Debt Dumpers successfully paid off over half a million dollars in debt. James and Amberlee also achieved their goal of becoming 100% debt free by paying off their home during the process.The Debt Dump Challenge inspired James and Amberlee to fully dedicate themselves to helping people with their finances. As a result, they have established their own financial coaching business and launched an online group coaching program for Christians called Steward Lab.James and Amberlee are driven by their passion to assist Christians in fully embracing the life God has destined for them, free from financial constraints. Understanding the pervasive impact of money in our lives, they believe that by purposefully addressing financial matters, every aspect of life can be significantly better. 

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/

Investing conversations can be a minefield for financial coaches. Where's the line between education and advice? How much is too much to share? What responsibility do you have for offering advice (or leaving it alone altogether)? This week, we're tackling the hot topic of how financial coaches can talk about investing with clients—without crossing into advisor territory. We look at why these conversations matter and how you, as the financial coach, can actually complement the work of financial advisors.You'll learn a framework for exploring retirement and investing with clients in a way that builds their confidence and clarity. We cover key areas like helping clients envision their ideal retirement, assessing their current investing knowledge, clarifying future goals, and understanding their options for getting started.For coaches who've been hesitant to discuss investing, this episode offers a roadmap for having these important conversations without feeling like you're stepping into unknown territory. You'll walk away with practical questions to ask and crucial points to cover with clients.We also address the debate around whether coaches should discuss investing at all. Our take? Coaches play a valuable role in helping clients engage with this critical aspect of their financial lives.Remember, as coaches we're not here to tell clients what to do about investing. Our job is to help them determine what they think and identify their next best step. This episode will show you how to do just that.Links & Resources:Ultimate Growth GuideJoin the Facebook group