Money Made Human Podcast

I’ve seen clients struggle with student loans since I first started financial coaching 15 years ago. And with all the recent changes in student loan forgiveness rules, I knew I wanted to share more on the podcast so coaches were better informed when working with clients. But I also knew my own limits. I’m not an expert in student loan forgiveness, David Gourley, a Financial Coach Academy® alum, is...

You’ve been working HARD to grow your business: you’re consistently generating 6-figures in revenue. You’ve got a full (or nearly full) client roster. Financial Coaching is most likely your primary (or only) source of income. You’ve been putting systems and processes into place to make sure that pricing, naming, and marketing are consistent. You’re doing good…but you want to keep growing.  And, if...

There’s a lot of talk around YouTube and using it as a marketing tool for financial coaches. I use it as another place to distribute this podcast, but I’m far from an expert. So this week on the podcast, I invited Psy, a fellow financial coach and YouTube user to help me talk about who it’s for, how to get started, and what tools someone needs to use it effectively. Psy has been posting regular vi...

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...

Ever wondered what's really moving in the financial coaching industry these days? If you’re in the thick of your business, working hard to grow, you may not feel like you have time to stay on top of how the industry is growing and changing. That’s what I’m here for! This week on the podcast, I’m sharing some of my own experiences--what I’m seeing and hearing in financial coaching. These are c...

Starting out as a financial coach, I quickly realized the power of networking. I joined BNI, a global networking group, and what I found (and learned) was invaluable. It wasn't just about the referrals, which were great, but also about mastering the art of networking and building enduring connections within the financial industry and the local community. This journey of mine has been filled w...

When you start your business, you often go in with rose-colored glasses. You have an unshakeable positive outlook…oftentimes because you just don’t know any better. And then things get real. Usually really fast. And what you thought your journey would look like feels like a long time ago. If you’ve felt this, you’re not alone - when I first started my business, I was incredibly naive - I imagined...

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 (...

Are you coaching clients so they no longer need you? I think that’s a perspective that’s not good for the health and growth of your business. Client acquisition is one of the most time-consuming and expensive parts of working with clients. So if you’re constantly sending clients on their way after a few months of coaching, you’re doing a disservice to your clients, yourself, and your business. Thi...

Imagine transforming your financial coaching practice from a part-time side hustle to a thriving, 7-figure business. This week on the podcast, I share my personal experiences and insights, taking you through the highs and lows of my journey and the lessons learned along the way. It's a story that's not just about success but about the real, gritty process of getting there. This episode i...

Creating next steps for your clients is essential to making the sale and growing your financial coaching business. This week, we’re taking the next step in our Ultimate Growth Guide series, focusing on the benefits of a structured coaching program for both coaches and clients. In this episode, you’ll learn more about what a coaching program is and how it's different from casual check-ins or b...

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 coach...

Clarity is probably the most important step in supporting your clients. Without clarity on their vision and goals, and without clarity on where they are right now in their financial journey, you’ll both be stuck on the next best step. This week, we’re continuing our Ultimate Growth Guide series by sharing what happens during the Discovery Session with your clients. I’ll show you the path from clar...

In our last two episodes of the podcast, I started sharing what the client journey looks like for financial coaches. This week, we’re continuing the journey as I walk through prepping for the discovery session. It’s so important to be prepared when you go into a discovery session, and that means both you and the client need to do some pre-work. The client fills out a questionnaire, and you are kno...

In financial coaching, the initial interactions with clients set the tone for the entire relationship. It's not just about making a great first impression; it's about laying the groundwork for trust, understanding, and effective guidance. How you handle these initial stages can make or break your success as a coach. This week’s episode of the Financial Coach Academy® podcast is all about...

When you first start out as a coach – regardless of the type of coaching you do – often, your first clients come from people you already know: family, friends, that one kid from high school who likes all of your posts…you get the idea.  But the magic doesn’t happen overnight – and it doesn’t happen if you don’t take the time to cultivate new relationships and expand your network. In fact, if you w...

No matter the stage in your financial coaching career, growth is likely your goal. Growth in helping more clients, increasing your income, and enhancing your coaching skills. In this series, we'll delve deep into navigating the client journey, focusing on crucial growth levers. The client journey is the core of your coaching business. It's the path your clients follow to achieve progress...

In today’s episode of the Financial Coach Academy Podcast, I’m going to share a life and business-boosting strategy I adopted early in my financial coaching business. Here’s the scoop: Clients don't buy what you do, they buy why you do it. This is why identifying your why is such a powerful and necessary step to take as a financial coach. Your "Why" is the core reason that drives yo...

It’s time to strengthen your social media game! I know firsthand how easy it is to get distracted by all the things you could be doing with your business’s social media. And there’s no shortage of social media experts and gurus telling you exactly what you should do to get the clients you’d love to help as a financial coach. Only when you do them, they don’t seem to work the way you expected. That...

You’ve been working at finding new leads and signing new clients to grow your coaching business, but haven’t been successful. What gives? Maybe the challenge is that you’re not finding enough leads, or maybe not the RIGHT leads. Or maybe it’s your sales process that needs some work. It’s hard to know where the breakdown is until you’ve done some tracking of your process. There’s no quick fix until...

If you listened in to episode 41 of the podcast (link below!), you know that I recently made a big mistake in my business. Last week I talked about what that mistake was and this week I want to share what happened as a result of that mistake. It’s difficult to be vulnerable in public, especially since what I discovered as I reflected on my mistake was that I had lost sight of my core principles. I...

We all experience failure at some point in business, but not everyone talks about it. And when I’ve heard some of my favorite podcast hosts and entrepreneurs share their own journey of overcoming specific mistakes and failures, it’s months or years later. They have the time to learn from their failures and reflect on them, gaining clarity and insights about both their mistakes and solutions. That’...

There’s a special joy that comes from those rockstar clients who are incredibly disciplined and stay with the plan. But even the most disciplined can land in situations where their smart decision-making escapes them and they fall prey to spending triggers. It’s normal to feel some disappointment when we realize that these clients, like all of us, are human. And because you probably don’t have a si...

The income that you can make as a financial coach is quite literally up to you. According to Indeed, the Average salary for a financial coach is $59,277 – if you’re working for a company (like a bank or financial institution). In this case (working for a bank or other financial institution), you don’t pick your clients, you don’t pick or own your process, and you definitely do not have your own br...

Can you guess what the key problem is for most of your financial coaching clients?  It’s a lack of visibility when it comes to our money — when you can’t see your money clearly, how are you supposed to effectively budget and manage your spending? As you already know, it’s challenging (to say the least).  One of my favorite things about being a financial coach is being able to show my clients that...