Nov 06 2024 21 mins
You know that feeling when you want to help people with their money, but you're stuck thinking you need another certification first? Or wondering if you really know enough? I spent years believing I needed more credentials before I could make a real difference in people's financial lives.
Here's what I learned: The most powerful thing you have isn't a fancy degree or certification—it's your desire to help people see what's possible with their money. I started at my kitchen table, talking with family and friends about their finances. Today, I help people dream again and believe in their potential, while running a business I love.
In this week’s episode, I share the whole truth about building a financial coaching business—from those first kitchen table conversations to creating a sustainable practice that works for you. We'll talk about what you actually need to know (hint: it's probably less than you think), and what to focus on first so you don't get overwhelmed.
I also walk through my simple framework that helps both new and experienced coaches create consistent results with their clients. Plus, I share why trying to figure this out alone makes everything harder than it needs to be, and how to find the right support as you grow.
Whether you're just starting to consider financial coaching or you're ready to take your practice to the next level, this conversation will help you see exactly what's possible—and your next best step to get there.
Links & Resources:
Key Takeaways:
- You don't need special certifications. Start with basic financial knowledge and a desire to help others.
- Success requires two skills: coaching clients and running a business. Learn both as you go.
- Don't get stuck learning forever. Instead, start helping one person at a time and grow from there.
- Use the EAC Method (Education, Application, Commitment) to create consistent results with clients.
- Find support. Having a community of other coaches makes everything easier.
- Start simple at first, then expand your services as you gain confidence.
This work goes beyond money. We help people dream again and see their potential.