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 things worse? There's this pattern that happens with so many financial coaches. They start with Instagra...
Jun 26, 2025•12 min•Ep. 113
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 coache...
Jun 19, 2025•29 min
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 f...
Jun 12, 2025•8 min•Ep. 112
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 sou...
Jun 05, 2025•17 min•Ep. 111
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 thes...
May 29, 2025•18 min•Ep. 110
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 ...
May 22, 2025•18 min•Ep. 109
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 onl...
May 15, 2025•1 hr 50 min
Financial coach and bookkeeper Amber Joy Pietrangelo never planned on having her own business after business classes in college completely turned her off from entrepreneurship. But now, Amber has created a unique coaching approach where bookkeeping and financial guidance blend seamlessly. In her own business. After struggling through multiple career and business shifts, Amber discovered her “magic sauce,” getting financial data organized and then helping clients truly understand what the numbers...
May 08, 2025•31 min•Ep. 108
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 you...
May 01, 2025•13 min•Ep. 107
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 li...
Apr 24, 2025•24 min•Ep. 106
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 found...
Apr 17, 2025•15 min•Ep. 105
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 ...
Apr 10, 2025•23 min
"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 unique perspective that now shapes how he helps others think about wealth, purpose, and what truly matters. Th...
Apr 03, 2025•35 min•Ep. 104
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 f...
Mar 27, 2025•17 min•Ep. 103
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...
Mar 20, 2025•37 min•Ep. 102
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 establish your online presence, or you're ready to take your existing website to the next...
Mar 13, 2025•36 min•Ep. 101
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 the podcast HerMoney With Jean Chatzky. A New York Times and Wall Street Jo...
Mar 06, 2025•27 min
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....
Feb 27, 2025•35 min•Ep. 100
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 about practical, affordable tools that help you look professional from day one, and why making actual p...
Feb 20, 2025•26 min•Ep. 99
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. You'll hear how he built two successful gyms while getting out of debt, and why he...
Feb 13, 2025•33 min•Ep. 98
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 s...
Feb 06, 2025•19 min•Ep. 97
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 sto...
Jan 30, 2025•21 min
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 feel like you're letting go of something you've built and nurtured for so long (because you...
Jan 23, 2025•24 min•Ep. 96
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 uncertainty right after someone pays you than at any other time in the coaching relationship. Even though the...
Jan 16, 2025•13 min•Ep. 95
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 growing your coaching practice, one of the best ways to grow your audience and potential...
Jan 09, 2025•17 min•Ep. 94
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 things worse in today's noisy marketplace. Instead of feeding into the noise, she re...
Jan 02, 2025•45 min•Ep. 93
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 episode, Jessica shares her journey from graduating law school as a single mom of twin...
Dec 26, 2024•34 min•Ep. 92
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 with confidence (without that awkward shoulder shrug or apologetic tone we sometime...
Dec 19, 2024•27 min•Ep. 91
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, ...
Dec 12, 2024•15 min•Ep. 90
Remember sitting at your kitchen table, imagining what it would be like to help people with their money while earning $2,000 a month? That's exactly where I started. I had no idea what was possible back then—no roadmap, no other coaches to look up to, and plenty of people telling me it couldn't be done. In this episode, I'm pulling back the curtain on my 16-year journey of building a financial coaching business. I share the milestones that meant the most to me (like hitting our first million-dol...
Dec 05, 2024•26 min•Ep. 89
