The Financial Coaches Podcast

In this episode, the hosts sit down with the whole crew behind the scenes of the podcast to discuss some of our favorite clips from the hottest episodes over the last year of the show. We take a deep dive and discuss things in depth with new thoughts and perspectives on it. We also have a very special offer at the end, so be sure not to miss out on that. Click HERE to claim the special offer....

In this episode the gang talks about the massive importance of setting and establishing boundaries with and for your clients. Doing this can not only be healthy for you as a coach, but it's an opportunity for you to be able to nurture your clients in a truly empowering way. Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com Join our FREE Facebook Group of like-minded coaches:...

In this episode, Cody and Maria talk about a listener's scenario of how to get their clients motivated. The conversation snowballed into the importance of not just telling clients what they need to do, but instead the art of asking questions to empower the client to figure out the solution to motivating themselves. Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com Join our F...

In this episode, Maria and Cody talk about a powerful exercise around helping your clients not only find out what their values are, but identifying why they are important to them, and how to apply them to their finances. This is a ground-breaking exercise that any coach can use to level up their clients and their practice. Have questions for the hosts? Submit them to: podcast@newmoneyhabits.c...

In this episode, Maria and Cody talk about what it looks like when clients encounter unexpected income, and some different approaches on how to best utilize it. The goal is to empower your client to make decisions that not only push them forward with their goals but also align with their values as well. Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com Join our FREE Facebook...

Join Maria Casillas and Cody Sizemore in this episode of The Financial Coaches Podcast as they reveal the art of effectively following up with leads to enhance your coaching practice's success. Discover proven strategies to nurture relationships, build trust, and convert leads into loyal clients. From crafting compelling messages to utilizing technology, you'll gain actionable insights to streamli...

In this episode, Cody and Maria talk about two different styles of posts that you can do on your social media that can create an abundance of leads and quality conversations. Leads and conversations are the two ingredients needed to create clients, so why not try it out? Have fun! Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com Join our FREE Facebook Group of like-minded c...

In this episode, Maria and Cody unpack a conversation that Cody had with a listener about how they felt a lot of pressure and anxiety during their consultations. The hosts dive in and discuss why that may be happening, and how to shift the structure of your consultations to make them have less pressure, and higher conversions. Have questions for the hosts? Submit them to: podcast@newmoneyhabits.co...

In this episode, Cody and Maria discuss a situation that was brought up to them by a listener of the show where one of this coach’s clients went way off the course that they had discussed in depth on. So, when that happens, how do we handle that as coaches? Let it happen, fire them, or something else? Dive in and find out! Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com Jo...

In this episode, Maria and Cody talk about the “ABCDE Method” of coaching, and how knowing your “ABCs” can be a big shift in having quality interactions with your clients. The hosts take a deeper dive into the mental aspects of coaching, and how that can be very important to dive into. Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com Join our FREE Facebook Group of like-min...

In this episode, Cody and Maria talk about something that is tough for many coaches, and that is time management. They unpack their own struggles with time management, as well as ways to get more in tune with the flow of your daily life, so that you can not only grow a successful coaching business, but also set healthy boundaries as well. Have questions for the hosts? Submit them to: podcast@newmo...

Welcome to a very special episode of The Financial Coaches Podcast, where we have the honor of sitting down with the esteemed Lee Chaix McDonough, founder of "Coach With Clarity." Join hosts Maria Casillas and Cody Sizemore as they engage in a captivating conversation with Lee, delving into key pillars that will undoubtedly elevate your coaching ability to new heights. In this power-packed episode...

In this episode, Cody and Maria talk about how we as coaches often search for validation, especially when you’re first starting your coaching practice, and how to overcome your fears and step into confidence for your coaching practice. Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com Join our FREE Facebook Group of like-minded coaches: www.facebook.com/groups/nmhcoaches Joi...

In this episode, Maria and Cody have a great conversation with Ryan Garvey of “Qube Money” where they talk about the new budgeting app that has a great feature of applying the Envelope System all through your phone and debit card. This is a great new tool that can benefit your clients who struggle with the traditional cash-based system. Check it out! Ryan Garvey contact: www.miningfortime.com Affi...

In this episode of The Financial Coaches Podcast , Maria and Cody talk about whether or not your coaching practice can also do credit repair work. Do the two worlds collide, or are they completely separate? Jump in to find out! Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com Join our FREE Facebook Group of like-minded coaches: www.facebook.com/groups/nmhcoaches Join our Co...

In this episode, Cody and Maria talk about how using webinars can have the potential to uplevel your business and your lead generation. The hosts do a step-by-step walk-through of everything from how to set it up, promote it, and have the best mindset for it. Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com Join our FREE Facebook Group of like-minded coaches: www.facebook.c...

In this episode, Cody and Maria talk about the fear of reaching out to potential clients, why that may be occurring for some coaches, and how to overcome it. This is a really common feeling for coaches in any industry, but with the right perspective, it could change your life and the lives of your clients. Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com Join our FREE Faceb...

In this episode, Cody shares with Maria an experience he had with a client that was in a low place, and how not only the client grew from it, but Cody himself as well. This perspective-shifting conversation is one that any coach will benefit from and is extremely powerful. Dive in, and have fun! Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com Join our FREE Facebook Group o...

In this episode, Cody & Maria take a deep dive into how to not only set goals for your business but also achieve those goals too. When you write it down, you can break it down, and get that much closer to turning those goals into reality. This is one not to miss! Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com Join our FREE Facebook Group of like-minded coaches: www.fa...

In this episode, Maria & Cody talk about dealing with inconsistent income, an area that many coaches feel pressure from, and how to structure your business to find more ease. Finding what works for you in this area could be the essential shift that could take your growing business to the next level. Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com Join our FREE Facebook...

In this episode, Cody & Maria talk about how to perfect your “Standout Statement” to turn heads and get people craving to learn more about what you do and how you can help them. Having this powerful tool is essential to attracting potential new clients, or expanding your network. Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com Join our FREE Facebook Group of like-minde...

In this episode, Maria & Cody brought in Email Marketing pro, Andrew Ryder, to talk about all things relating to Email Marketing. Andrew’s approach is extremely powerful and would be valuable whether you’re just starting, or looking to level-up your email game. Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com Join our FREE Facebook Group of like-minded coaches: www.face...

In this episode, Maria & Cody tackle the great debate of whether or not to pay the house off early. There’s no right or wrong answer here, but hearing and being open to different perspectives and ideals is critical for not only your own success but also to be aware of for your clients. Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com Join our FREE Facebook Group of like...

Are you having deep conversations? In this episode of The Financial Coaches Podcast , Cody & Maria talk about the importance of having deeper conversations with your clients that go well beyond the numbers. Real change does not happen through external results, but rather through a true internal transformation. Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com Join our FR...

In this episode, Maria & Cody talk about how the choices in language that we make while coaching our clients makes a huge impact. Sometimes even the smallest shift in the words we choose to use can make all the difference. Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com Join our FREE Facebook Group of like-minded coaches: www.facebook.com/groups/nmhcoaches Join our Coa...