The Financial Coach Academy® Podcast Kelsa Dickey

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 ...

Financial coaching for married couples is a different skill set from working with individuals. For one thing, there are two people with two different mindsets and values around money at play. This week, I sat down with David Peterson, the founder of Married Money Financial Counseling, to discuss the unique challenges and opportunities of working with married couples on their finances. If you've ever felt stuck trying to help couples get on the same page about money, this episode is for you!Da...

As you grow your business, you’ll likely have a goal that is tied (loosely or directly) to that illusive “6-figure year.” While this is a great goal to have, there are a lot of coaches out there who make achieving that “6-figure” dream far harder than necessary. They focus their attention on things that feel productive (like trying to be everywhere on social media, taking yet another course (you know, just in case!), or jumping from task to task, but never really finishing anything. This is a...

Are you a financial coach looking to help your business owner clients navigate the complexities of paying themselves? Many business owners struggle with separating their personal and business finances, leading to cash flow issues and difficulty in determining a proper paycheck. As a financial coach, your role is crucial in helping them untangle this web and establish a solid foundation for growth.This episode is the third in a three-part series about financial coaching for your business clien...

Be sure to catch the whole series on financial coaching with business owners.As a financial coach, I've witnessed firsthand the chaos and stress that can arise when business owners intertwine their business and personal finances. By guiding clients through the essential step of separating the two, we lay the foundation for financial clarity and strategic decision-making.This week on the podcast, I walk you through the line-by-line analysis of personal and business financial worksheets (link b...