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The Financial Coaching Playbook

The Financial Coaching Playbook

by Kelsa Dickey




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!

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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

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