The Financial Coaches Podcast

Are you overlooking one of the simplest ways to scale your financial coaching practice? In this episode of The Financial Coaches Podcast , Maria Casillas and Cody Sizemore break down how you can grow your income and impact right now —without more marketing, more leads, or more one-on-one hours. The key? Leveraging group coaching for alumni clients . You’ll learn how to serve past clients at a deep...

Trying to figure out your goals for 2026? In this episode of The Financial Coaches Podcast, Maria and Cody talk about different types of goal setting strategies, and even some mindset shifts around them too. Is this your year? Make the most of it! 🚨Join The Financial Coaches Network. Just click here: www. patreon.com/NewMoneyHabitsFinancialCoaches 🔥 Are you ready to launch your coaching practice...

Have you ever considered your self-care when building your practice? In this episode of The Financial Coaches Podcast, the hosts talk about how taking some time off for the holidays can lead to you being extra busy surrounding it, and how to manage that. Taking care of yourself so that you show up as your best for your clients, your family, and your friends is extremely important.   🚨Join Th...

Are you nervous to follow up with prospects? In this episode of The Financial Coaches Podcast, Cody and Maria talk about the barriers that may be holding you back from consistently following up, how to perfect the art of follow up, and why it is actually a service to your potential prospects to do this, as compared to not.  🚨Join The Financial Coaches Network. Just click here: www. patreon.c...

Having trouble filling professionals in your network? In this episode of The Financial Coaches Podcast , Maria and Cody talk through how to communicate value with other financial professionals on how you can help their clients, as well as sharing their experiences with the success of referrals from these types of relationships. 🚨Join The Financial Coaches Network. Just click here: www. patreon.co...

Afraid of having clients drop out? In this episode of The Financial Coaches Podcast , the hosts discuss a topic from a listener that was a part of our monthly coaches meetup around clients cropping out of his program before they complete it. After a few key shifts, the dropout rate reduced dramatically, so the hosts discussed that as well as other strategies to implement to keep the client retenti...

Having trouble finding leads? In this episode of The Financial Coaches Podcast, the hosts take a question that came from our monthly financial coaches meetup around how to find new prospects (leads) to talk to. Where do they come from? How do you approach them? All of this is answered in this one episode. 🚨Join The Financial Coaches Network. Just click here: www. patreon.com/NewMoneyHabitsFinanci...

Have you been bold enough to tell your clients what they actually need to hear? In this episode of The Financial Coaches Podcast, Cody shares an experience with some of his clients where he told them what they needed to hear, and not what would keep them happy, and ultimately it led to their coaching being terminated. Which may seem like a bad thing as you read this description, but it was actuall...

Have you ever been vulnerable with your clients? In this episode of The Financial Coaches Podcast, Cody and Maria share why it is important to be vulnerable with your clients about even some of your financial struggles, and how they can get a ton of value from that and it can deepen and enrich your relationship with them. 🚨Join The Financial Coaches Network. Just click here: www. patreon.com/NewM...

WHY are You a Financial Coach? In this episode of The Financial Coaches Podcast, Maria and Cody share their stories of why they became Financial Coaches, and they also talked about the importance of sharing that often with yourself, your clients, and your community. 🚨Join The Financial Coaches Network. Just click here: www. patreon.com/NewMoneyHabitsFinancialCoaches 🔥 Are you ready to launch you...

Are you unsure of what kind of tech you need for your practice? In this episode of The Financial Coaches Podcast, the hosts took a question from a listener asking about what kind of tech is needed to run a successful coaching practice. 🚨Join The Financial Coaches Network. Just click here: www. patreon.com/NewMoneyHabitsFinancialCoaches 🔥 Are you ready to launch your coaching practice or take you...

Do your clients have a hard time saying “No” to their kids? In this episode of The Financial Coaches Podcast , Cody shares an experience that he had with one of his clients where they had to say “No” to their kid over a $2000 sports investment as they are trying to get themselves out of debt. As you may imagine, the initial conversation between parent and child didn’t go well, so the hosts discuss...

Are you actually reaching out to your prospects? In this episode of The Financial Coaches Podcast, the hosts talk about not only why it’s so important to reach out to prospects and start a conversation, but also do a deep dive on how to do that highly effectively as well. This can be the one shift that you make in your practice, to allow it to explode. So, don’t miss it. 🚨Join The Financial Coach...

What even are lead magnets? In this episode of The Financial Coaches Podcast , Cody and Maria talk about what lead magnets are, go into a couple of examples, and talk about how they can be a pivotal tool in your practice to help generate new prospects. 🚨Join The Financial Coaches Network. Just click here: www. patreon.com/NewMoneyHabitsFinancialCoaches 🔥 Are you ready to launch your coaching pra...

What if what you’ve been told about retirement has been skewed? In this episode of The Financial Coaches Podcast, Maria and Cody talk about the intentionality between preparing for your future, and embracing and enjoying the present. A concept that a lot of people in the financial industry tend to skew too far in one direction, when really the magic happens somewhere in the middle. 🚨Join The Fina...

Have you ever considered doing giveaways? In this episode of The Financial Coaches Podcast, Cody shares how he has utilized giveaways to get prospects on the phone and potentially convert them into clients. Getting creative and having fun with it, is a great way to help propel your business forward.  🚨Join The Financial Coaches Network. Just click here: www. patreon.com/NewMoneyHabitsFinanci...

Have you ever dived into your clients relationship with money? In this episode of The Financial Coaches Podcast, Maria and Cody talk about what a relationship with money actually is, and how to help your clients find out what theirs is, and how to channel it in a way that really serves them moving forward to accomplish their goals. 🚨Join The Financial Coaches Network. Just click here: www. patreo...

What does it mean to get “beyond the numbers” with your clients? In this episode of The Financial Coaches Podcast Cody and Maria talk about how to get behind the numbers and get to the root of some of the issues that are actually holding your clients back, and how to empower them to crush it moving forward. 🚨Join The Financial Coaches Network. Just click here: www. patreon.com/NewMoneyHabitsFinan...

Are your clients and prospects frustrated as to why their financial plan hasn’t been working up until this point? In this episode of The Financial Coaches Podcast , the hosts talk about how often it's not just the numbers that you need to focus on with your clients, but instead the bigger picture. The numbers are great, but it’s not the end-all-be-all, so… what is? 🚨Join The Financial Coaches Net...

Do you have a client that has a difficult spouse? In this episode of The Financial Coaches Podcast Cody shares a case study of a client that he is working with that has a spouse that is not working the plan at all, and may even be financially abusing their partner. The hosts talk through the situation and give their perspectives. 🚨Join The Financial Coaches Network. Just click here: www. patreon....

Not sure where to start with budgeting? In this episode of The Financial Coaches Podcast, Cody and Maria discuss the first steps to helping you craft a budget for your clients. This is a critical piece to your business, and if you aren’t completely confident in how you’re doing it now, then this is the episode for you. 🚨Join The Financial Coaches Network. Just click here: www. patreon.com/NewMone...

Have you ever had a hard time getting out of the planning stage? In this episode of The Financial Coaches Podcast , Maria and Cody talk about the difference between planning for something and actually doing it, and what it takes to cross that threshold to get it into the space of ACTION and out of PREPARATION. 🚨Join The Financial Coaches Network. Just click here: www. patreon.com/NewMoneyHabitsFi...

Are your goals realistic? In this episode of The Financial Coaches Podcast, Cody shares how he finally hit a goal that he has been chasing for the better half of 3 years. The process of how he set his goals, is actually how it was achievable in the long run. 🚨Join us on Patreon. Just click here: www. patreon.com/NewMoneyHabitsFinancialCoaches 🔥 Are you ready to launch your coaching practice or t...

Have you ever considered the difference between fixing the problem or solving the problem? In this episode of The Financial Coaches Podcast , Cody shares an experience he had where he a realization on this topic and how it can tie into the coaching world.   🚨Join us on Patreon. Just click here: www. patreon.com/NewMoneyHabitsFinancialCoaches 🔥 Are you ready to launch your coaching practice...

Is investing in yourself really worth it? In this episode of The Financial Coaches Podcast , Maria and Cody dive into why personal and professional investment is essential for growth as a coach. From improving your skills to expanding your mindset and confidence, they explore the surprising ways investing in yourself can deliver a strong return—not just financially, but emotionally and strategical...