The Financial Coaching Playbook

by Kelsa Dickey

Overview

The ultimate guide for people looking to follow their passion and become a financial coach. If you love to help people with their personal finances but aren't sure how to set up a business around this dream, The Financial Coaching Playbook is your top resource to make it a reality.

This playbook covers how to find your ideal client, what your initial conversations should look like to bring them on board, how to add value at each step of the process, and so much more. You will learn how to run a business that helps others, fulfills your passions, and actually makes you a living too.

If your goal is to become a financial coach then you must read through this playbook!

Product Details

ISBN-13:	9780578602325
Publisher:	Fiscal Fitness Phoenix, Inc
Publication date:	03/30/2020
Pages:	252
Product dimensions:	8.50(w) x 11.00(h) x 0.68(d)

Table of Contents

Chapter 1 - Getting Started As A Financial Coach

Chapter 2 - Setting Up Shop & Inviting Your Ideal Client To Work With You

Chapter 3 - Selling With Integrity

Chapter 4 - Designing Programs & Onboarding Clients

Chapter 5 - Marketing Your Services

Chapter 6 - Financial Concepts - Feelings & Fears

Chapter 7 - Financial Concepts - Money & Budgeting

Chapter 8 - Branching Out: Ideas For Growing Your Business

Editorial Reviews

Kelsa Dickey not only shows the aspiring financial coach exactly how to get started but also gives established coaches new ideas to improve their practices. Kelsa provides real and inspiring advice so coaches are prepared for actual coaching challenges and understand how to address them. A must read for anyone considering a financial coaching career! - Brad Finch

This is a must-read book for aspiring financial coaches that want to build a business that transforms their life and those they coach. Kelsa has a special knack in providing thought-provoking ideas and financial concepts to curtail hardships that coaches go through while building and growing their own business. I highly suggest that you keep this playbook on your shelf for a quick reference as you grow and learn in your journey. That is where you will find my copy. - Cynthia Anderson

Kelsa's informal, conversational style of communicating makes a person feel like they are sitting in her office having a friendly chat. Her insights and resources are time-savers for the new coach. Information is well-delivered in an upbeat, practical format that can be referred to time and again! - Nancy Kehr

Being a solo-preneur trying to build a successful financial coaching business, I've often wished there was a guide I could open up that would show me exactly what to do next. This is that guide. - Kate Moody

From the Publisher