The Financial Coach Academy® Podcast

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. Th...

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...

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, deliverin...

"Not a single person on their deathbed says, 'I really wanted to get to a net worth of $1.5 million and I only got to 1 million, and I'm so upset.'" Dr. Jordan Grumet, author of "The Purpose Code," challenges us to rethink what truly matters when it comes to money and purpose.

Jordan found his path to medicine after losing his father unexpectedly, and this personal experience gave him a u...

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...

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...

If you've ever stared at your computer screen wondering how to create a website that actually works for your coaching business (without spending a fortune or getting lost in the technical details), this episode is for you.

Ginnie Rowe from DGR Communications shares her years of digital marketing wisdom to help you tackle your website with confidence. Whether you're just starting out and need a simple way to estab...

Want to know how you can make money as a financial coach? Get excited – in today’s episode of the Financial Coach Academy Podcast, we’re going to dive deep and discuss all the creative ways you can increase your revenue (from recurring/subscription options to 1:1 work).

I’m so excited to welcome fellow financial coach, Jean Chatzky who is joining us today for this conversation. Jean is the CEO of HerMoney.com and host of ...

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 succ...

When a potential client reaches out to you about financial coaching, they're often feeling worried and doubtful. They might even be telling themselves they're “too far gone” for help. That's exactly why those first interactions matter so much.

In this episode, we're talking about how to handle those early conversations with confidence (even if you're feeling nervous on the inside). You'll hear...

Have you ever gotten up one morning, opened your door, and found someone ready to tow your car away? That's exactly what happened to Billy Hofacker, and it led him to discover he was $130,000 in debt. Now, years later, he's a financial coach helping fitness professionals avoid the same money struggles he faced himself.

As both a gym owner and financial coach, Billy brings a unique perspective to this conversation...

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 anythi...

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 soc...

Does this sound like you? You're working every weekend, answering emails at midnight, and “catch-up” is your new normal. If this sounds familiar, you're not alone. More importantly, this can actually be a good sign. It means your business is growing.

But if you feel like starting your business was tough, I’m here to tell you that hiring your first support person is actually more difficult. You'll probably fe...

After a client says "yes" to working with you, those first few days are huge. They might be excited about finally taking action with their money, but they're probably also nervous, wondering if they made the right choice. In this episode, we're talking about how to make your new clients feel completely confident in their decision to work with you.

We've noticed that there's actually more uncer...

Trust matters more than ever in financial coaching. People have become more and more skeptical about coaching in general and they’re incredibly discerning when it comes to how they find solutions to their challenges. And they’re looking to people they trust for the answers.

So how do you build trust with potential clients if you can’t even get them on a call? Partnerships.

Whether you're just starting out or ...

Most coaches have been taught that when marketing isn't working, they need a new tactic, funnel, or strategy. Marketing expert Nora Sudduth sees it differently. After 25 years of helping businesses generate over $500 million in sales, Nora has noticed a significant shift in how consumers respond to marketing messages.

This week on the podcast, Nora shares why adding more content or trying new tactics often makes thing...

When Jessica Medina took her husband on a 3-month RV trip to follow the Atlanta Falcons for his 50th birthday, she didn't put her financial coaching business on pause—she designed it to thrive during their adventure. As a former big law attorney who now helps other attorneys create financial freedom, Jessica opens up about how she's structured her entire business year around the life she wants to live.

In this ep...

Have you been thinking about raising your prices but feel a little queasy about having that conversation with your clients? You're not alone. In today's episode, we’re talking about real-life conversations about raising rates without cringing or worrying that every client is going to pack their bags. Or at least not worrying as much as you may have before this episode.

You’ll learn how to have these conversations...