The Financial Coach Academy® Podcast

The Financial Coach Academy® Podcast

A weekly educational podcast from the founder of The Financial Coach Academy®, Kelsa Dickey, that will teach you how to create and grow a profitable financial coaching business that you LOVE and are proud of. At The Financial Coach Academy®, we are passionate about helping you create the business of YOUR dreams – whether that’s a side hustle, part time gig, or 6+ figure company. Get ready to elevate your success!!

Episodes

October 9, 2025 22 mins

“Should I add tax prep to my coaching business? What about investment management or insurance?”

I hear this question from coaches all the time, especially when they're looking to grow their revenue. You see other financial professionals offering multiple services and it makes sense—more services should mean more income, right?

Here's what I've learned after working with hundreds of coaches: adding a...

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First things first, friends: Imposter syndrome is not a thought: “I am an imposter” or a feeling: “I feel like a fake.” It’s a circumstance. And if we want to overcome it, we need to understand it…which means clearly identifying it for what it is, which removes SOME of imposter syndrome’s power.

Think of imposter syndrome as the monster behind your closet door: you sit there, covers pulled up to your chin, staring at it t...

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You hang up from that Q&A call thinking you really connected with that person. They'd be so great to work with. You know you can help them. The conversation went great.

And then it's crickets.

They didn't give you an answer on the call. They said they'd think about it and get back to you. But then that person ghosted you or just fell off the face of the planet.

Does this sound fami...

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We've been watching talented, capable financial coaches hold themselves back from doing their best work, and it has nothing to do with skills or caring.

They'll create a freebie but never really put it out there. Someone asks about their coaching, but they don't follow up. They get invited to present at a workshop but decide “now's not the right time.”

It's not that they don't want th...

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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 absolutel...

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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 reall...

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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...

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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...

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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 refer...

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You want to grow your financial coaching business but you're not quite ready to make a big investment. Maybe you're just getting started, or you're building momentum but hesitant about spending thousands of dollars on training programs.

This week, we’re tackling one of the most common questions we get: how can you grow your financial coaching business using resources that are available right now, without wai...

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There's something happening in the financial coaching world that's got a lot of us feeling uneasy. Maybe you've heard the whispers, or maybe you've been losing sleep over it yourself.

AI is coming for our jobs, they say. Clients can just ask ChatGPT for financial advice now. Why would they need us?

I've been watching this conversation unfold in coaching groups and on Reddit, and I've...

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You can create the most beautiful, helpful content in the world, but if you're not inviting people to work with you, you're an educator, not a business owner.

Walli Miller learned this the hard way. She was doing everything “right” as a content creator. Her posts were gorgeous, her financial tips were solid, people were commenting and sharing her stuff. But months went by after her first client, and crickets.

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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. Sh...

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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 ...

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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...

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Have you been spinning your wheels with marketing, doing all the things you're supposed to do…but feeling like you're getting nowhere? You're showing up on social media, going to networking events, having coffee chats, but your client list isn't budging. Most of us think the solution is to do more—add another platform, attend more events, schedule more meetings.

What if that's actually making thing...

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June 19, 2025 28 mins

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 ...

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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 r...

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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 mo...

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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...

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