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This course can be ordered and delivered within one hour!)The Academy Each of these concepts has been given a module. This module contains a series lesson, video, handouts and materials to assist you in mastering the concept.
Kelsa Dickey – Financial Coach Academy
Do you want to become a financial coach but aren’t sure where to start?
Have you tried DIY’ing it with free training, podcasts, and blog posts, but still feel like you’re spinning your wheels?
Do you want to feel confident in your ability get results for clients?
Do you get excited by the thought of making a living doing something you love and helping others?
Would you like to be shown exactly how to do it all?
Great. You’re in the right place.
The Financial Coach Academy™ is an online course and coaching program designed to walk you through every aspect of becoming a financial coach. Financial coaching is a great way to make a living. But it’s only possible if you do it correctly. You can find out more about the Academy You will be able to coach confidently and manage a business that adds value to your life.
A Financial A Coaching Program that Covers Everything
The Financial Coach Academy™ will walk you through step-By-Step by step guide on how to become a coach, and run your business efficiently.
After more than a decade running our financial coaching business, and years running this course we have identified five core concepts that every financial coach must know to be a success coach.
The Academy Each concept has been assigned a module. Each module contains a series lessons, videos and handouts that will help you master the concept. Because the course is designed to have you build your business and grow your coaching skills as you work through it, by Module 2, you’ll take on clients.
And by the time you finish all five modules, you’ll have the coaching skills to serve clients confidently and a business that is 100% up and running. Perhaps you’ll even enjoy selling your services. (WARNING! This is a common side-effect of Module 4.)
Train by and specifically for you Financial Coaches
Financial Coaching is a new type of business.
Financial knowledge is essential. People often associate only with financial advisors when they need to be able to do number crunching.
The ability to change people’s mindsets and behaviors is a key skill that you need as a coach.
It is also important to have the same drive as other entrepreneurs when running a business.
Financial coaching requires a unique combination of skills and talents.
It’s one of the many reasons we love being financial coaches and think financial coaches are so freaking awesome.Â
 That’s why our program doesn’t just focus on financial theories or coaching skills. It provides this trio of skills to be your foundation.
Modules, lessons, and topics covered in the Financial Coach Academy
Module 1
Clarity on Who You Are and Who You Serve
Know your purpose and why you are starting your business.Â
Module 1 Lessons
LESSON ONEÂ Why people will hire and retain you
LESSON TWOÂ Clarify your vision for the company you are building, and what you will refer to yourself.
LESSON 3:Â Recognizing and refining your ideal customer
LESSON FOURÂ Your business name, tax, licence, and legal protections
This lesson will end with:
- You have gained clarity about who you are and what you do.
- A clear vision for what kind of business you’re creating.
- Identified your niche.
- You have learned what challenges your ideal client is facing.
- Accept your potential to be a financial coach.
- You can turn that into a compelling Why Story.
- Select a business name and choose a title
- You should have a good grasp of the legal and administrative steps that you can take right now to help your business.
Module 1 Feedback
Module 2
A Client’s First Experience Working With You
How to attract clients and how your first coaching sessions go
Module 2 Lessons
LESSON ONEÂ Take the initiative from the first conversation
LESSON TWOÂ Qualify a client in order to confirm their coaching readiness
LESSON 3:Â You are ready to deliver your first session. Client with clarity, results
LESSON FOURÂ Start working with your first few clients
This lesson will end with:
- You have created a client journey map for your business.
- Create your sales conversation process
- You have launched your first coaching session for clients.
- Activated a scheduling application.
- We created a tracking system to track leads, prospects, clients, and other information.
- Announced you’re looking for clients (maybe even had a couple practice clients under your belt as well)
Module 2 Feedback
Click on the arrows for reviews⤴
Module 3
Building for the long-term-Amazing Results Through Long-Term Client Relationships
Design a client experience they won’t forget – and neither will you!
Module 3 Lessons
LESSON ONEÂ Step-By-Step program design and development
LESSON TWOÂ Numerous financial concepts presented with a coaching spin
LESSON 3:Â Coach and entrepreneur: Boundaries and critical conversations
LESSON FOURÂ You can coach your clients with systems that support you.
This lesson will end with:
- Design a coaching program specifically for your business.
- You have created great content that will get your clients results.
- Effective coaching skills were acquired.
- Examined different financial concepts from a coaching perspective.
- Adopted the four key roles you’ll play as a coach.
- I have mastered the art of asking relevant questions.
- Your Coaching Agreement was created.
- Created and launched an Onboarding Sequence to help clients.
- Built a tracking system for your clients’ journey through your program.
- Establishing important policies will help you set boundaries and communicate expectations with your clients.
Module 3 Feedback
Module 4
Selling your coaching with integrity
Invite clients to begin and continue coaching with confidence
Module 4 Lessons
LESSON ONEÂ Bridging the gap
LESSON TWOÂ Sales mindset
LESSON 3:Â Sales energy
LESSON FOURÂ Scripts and objections
This lesson will end with:
- You can identify where your clients are right now and where they want to go. Then, you can determine how your services can help them bridge the gap.
- Your coaching program can help clients solve their current problems in Brainstormed ways.
- Reflected on what you appreciate and dislike about sales conversations you’ve experienced.
- Design a pre-Game sales strategy
- The strategy of “teeing up” Your coaching.
- You wrote pivot statements for Discovery.
- Find out how the energy of your workplace impacts your sales conversations
- Explored various objections you may hear and how you’ll respond to them.
- You have identified 10 benefits to your coaching.
- This outline will show you how to wrap up Discovery for three possible scenarios.
Module 4 Feedback
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Module 5
Marketing Your CoachingÂ
How to build a brand and name for yourself that will attract clients
Module 5 Lessons
LESSON ONEÂ Referral relationships
LESSON TWOÂ Rocking your social media
LESSON 3:Â How to create a great website
LESSON 4:Â Designing marketing materials
This lesson will end with:
- Establish goals for referral marketing and social networking marketing.
- Learning strategies to identify and establish referral relationships.
- Identified who’s in front of your ideal clients on a regular basis already.
- Your coaching program can help your clients solve their current problems in Brainstormed ways.
- Design a reach-Our strategy to connect with referral partners (templates available!).
- Follow up-Up strategy after one-To-One with a referral partner.
- Launched a social marketing strategy for your financial coach business.
- Below is a calendar of social media content to help you achieve your goals and build trust among prospects.
- What are the main components of your website?
- Copywriter for your website.
- We explored various taglines and commercials that you could use to get the most out of the networking events you attend.
Module 5 Feedback
All of the materials and lifetime access to the course are included in the price of the subscription Financial Coach Academy.
We don’t expect you to get everything right off the bat. There is a lot to cover, so we want you to be able to look back at the lessons as you face questions and issues in your business. You’ll never lose access to the materials in the course so long as the course is around.
We’re in this for the long haul because we love financial coaching.Â
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Course Features
- Lectures 0
- Quizzes 0
- Duration 10 weeks
- Skill level All levels
- Language English
- Students 75
- Assessments Yes
