The Financial Coach Academy® Podcast Kelsa Dickey

Being a good financial coach means you’re constantly learning and growing with your clients. You have the tools in your toolbox to offer clients what they need, when they need it. This week is part two of our series on proven coaching techniques that can help you guide meaningful client conversations and grow your business. We cover a range of coaching models, including OSKAR and OSCAR, which are solution-focused approaches; ACHIEVE, a 7-step process for creative problem-solving; and FUEL, de...

Are you ready to take your financial coaching skills to the next level? In this video, I'm diving deep into what it truly means to be a student of your craft and sharing my secret sauce for continuously growing as a coach.I'll reveal my powerful framework for developing your abilities in three key areas: financial strategies, coaching methods, and business acumen. Plus, I'm giving you a special gift - a comprehensive cheat sheet packed with proven coaching techniques and concepts that you can...

Coaching is a $2.85 BILLION dollar industry, and it’s not slowing down anytime soon. In fact, between 2015 and 2019, the number of professional coaches increased by 33% - and the industry is continuing to grow, which means that understanding how to “be a coach” isn’t enough - you need to be a great coach, so today, I’m going to help you understand the differences between “good” and “great” coaching. And, not surprisingly, that starts with owning what you do not know. Having a healthy lev...

One of the biggest mistakes financial coaches make when they’re first starting out isn’t what you might think. We all spend a lot of time in trial and error, and for good reason. We need to find out what works and what doesn’t. But it’s important to be strategic about how you look at your results and how you decide on what to try next…and when.This week on the podcast, we're looking at the difference between erratic trial and error and strategic trial and error. Erratic trial and error is whe...

If you've ever struggled with the "ick" factor when it comes to selling your services, this episode is for you. I know firsthand how challenging it can be to navigate sales conversations, especially when you're just starting out. That's why I'm excited to share some insights that have completely transformed the way I approach sales in my own coaching business.In this episode, we'll dive into the 5 key ingredients you need to infuse into your sales conversations to make them feel good AND effe...

You didn’t go into business to be a marketing pro, right?But here’s the thing: Marketing is the lifeblood of any successful financial coaching business. Without effective marketing strategies, even the most talented coaches struggle to attract clients and make a meaningful impact. The good news is that boosting your marketing efforts doesn't have to be a daunting, time-consuming task. With the right hacks and a willingness to start, you can optimize your approach and see real results.In this ...