ARCHIVED - This program teaches everything I learned in my 10+ years as a financial coach & gives you the tools & basics to make a living doing this too. Learn the systems & strategies to turn your love for money into a thriving six figure business!
A message from your coaches
Schedule and Agenda - Please read!
Getting to know you questionnaire - Please complete!
How to use Zoom conferencing
Copyright information - Please read!
Housekeeping Items
Table of Contents
Introduction: Gaining clarity on a business you can be proud of
Lesson 1 Video Recording
Lesson 1 Streaming Audio
Lesson 1 Q & A List of Questions
Lesson 1 Q & A Video Recording
Lesson 1 Q & A Streaming Audio
Q & A Saturday, Aug 31 List of Questions
Q & A Saturday August 31: Video Recording
Q & A Saturday August 31 Streaming Audio
Q & A Tuesday, Sept 3 List of Questions
Q & A Tuesday September 3: Video Recording
Q & A Tuesday Sept 3: Streaming Audio
Q & A Saturday Sept 7th: List of Questions
Q & A Saturday Sept 7th: Video Recording
Q & A Saturday Sept 7th: Streaming audio
Q & A Tuesday Sept 10: List of Questions
Q & A Tuesday Sept 10: Video Recording
Q & A Tuesday Sept 10: Streaming Audio
Introduction: Defining your WHY vs Crafting your WHY
Kelsa's Trifecta
Vision for Business Worksheet
What Kind of Business Do I Want?
Simon Sinek People buy your Why
Crafting your signature story with Dr. Karen Dietz and Kelsa Dickey
Crafting Your Why Worksheets and Handouts
Introduction: Identifying Your Ideal Client
Ideal Client Worksheets and Handouts
Identifying your ideal client using the SUP2ER problem exercise
Choosing your business name Do's and Don'ts
Legally Protecting Yourself as a Financial Coach Part 1: Structuring Your Business
Legally Protecting Yourself as a Financial Coach Part 2: Insurance
Legally Protecting yourself as a Financial Coach Part 3: Contracts and Agreements
Small Business Basics for Financial Coaches - Q&A with CPA Jessica Eichenberg
Insurance for Financial Coaches
"A business you can be proud of" feedback form
Find your purpose by finding your Ikigai
Find Your Ikigai Handout
Recommended Reading List
7 Signature Stories for Your Business
Affiliate Links for Our Favorite Resources & Tools
Shopping Links
Week 1 Action List
Execution Week
Introduction: A client's journey with you, their coach
A Typical Client Journey with Fiscal Fitness Phoenix, Inc.
Lesson 2: Video Recording
Lesson 2: Streaming Audio
Lesson 2 Q & A: List of questions
Lesson 2 Q & A: Video Recording
Lesson 2 Q & A: Streaming Audio
Q & A Sept 14th: List of Questions
Q & A Septh 14th: Video Recording
Q & A Sept 14th: Streaming Audio
Q & A Sept 17th: List of Questions
Q & A Sept 17th: Video Recording
Q & A Sept 17th: Streaming Audio
Q & A Sept 21: List of Questions
Q & A Sept 21: Video Recording
Q & A Sept 21: Streaming Audio
Q & A Sept 24: List of Questions
Q & A Sept 24: Video Recording
Q & A Sept 24: Streaming Audio
Introduction: Making a good first impression
Tools for a professional first impression
Introduction: The Quick Audit Strategy
Quick Audit Framework
Quick Audit Script
Discovery Session Agreement
Introduction: Why a discovery session?
Discovery Session Questionnaire
Initial Email Confirmation - Includes all prep work
Reminder Email - Automatically sent by Acuity
Adding your Excel/Google sheet to Acuity email confirmation
Financial Worksheets - Prep Work for Discovery Session
Discovery Session Framework
HANDOUT: Design Your Discovery Session
Post Session Emails
Post Session Feedback form
First impressions and on-boarding feedback form
Eureka Example - Please read!
Eureka Session example
Acuity scheduling software tutorial
Jotform tutorial
Affiliate Links for Our Favorite Resources & Tools
Recommended Reading List
Lesson 2 Action List
Execution Week
Introduction: Financial Concepts and Creating Client Exercises
REMINDER: Copyright Information
Lesson 3: Video recording
Lesson 3: Streaming Audio
Lesson 3 Q & A: List of questions
Lesson 3 Q & A: Video recording
Lesson 3 Q & A: Streaming Audio
Exercise creation tutorial: Video recording
Exercise creation tutorial: Streaming Audio
Q & A Sept 28: List of Questions
Q & A Sept 28: Video Recording
Q & A Sept 28: Streaming Audio
Q & A Oct 1: List of Questions
Q & A Oct 1: Video Recording
Q & A Oct 1: Streaming Audio
Q & A Oct 5: List of Questions
Q & A Oct 5: Video Recording
Q & A Oct 5: Streaming Audio
Q & A Oct 8: List of Questions
Q & A Oct 8: Video Recording
Q & A Oct 8: Streaming Audio
Handouts
Content Creation Framework
Content Library
3 Values Exercise - A Demonstration
Let's do it together! Problem - Causes - Skills Work
Creating Content - Your Perspective
Planning Ahead Worksheets
Introduction and a warning!
Emergency Budget Tutorial Video
Emergency Budget Handout
Financial Principles Training Video
Financial Principles Handout
Side Hustle Handouts
Savings Rate Tutorial Video
Savings Rates Worksheets
Debt Payoff Thermometer
Family Meeting and Areas of Life Tutorial Video
Family Meeting and Areas of Life Planner
Legacy Drawer
Goal Setting Exercise Tutorial Video
Goal Setting Handout
Net Worth Worksheet
Passive vs Active Learning Tutorial Video
Passive vs Active Learning Handout
Mindset Exercises
Adulting 101 Questionnaire
Ways to Celebrate Handout
New Year New Finances Checklist
The Plan Ahead Method™ Spreadsheet
Considerations for coaching small business owners
Deep dive into coaching small businesses
Financial Concepts feedback form
Coaching strategies for various client situations
Recommended Reading List
Action List
Execution Week
Introduction: Program Development
Step-by-Step: The Client Journey
Worksheets and Downloads
Lesson 4: Video Recording
Lesson 4: Streaming Audio
Lesson 4 Q & A: List of Questions
Lesson 4 Q & A: Video Recording
Lesson 4 Q & A: Streaming Audio
Q & A Oct 12: List of Questions
Q & A Oct 12: Video Recording
Q & A Oct 12: Streaming Audio
Q & A Oct 15: List of Questions
Q & A Oct 15: Video Recording
Q & A Oct 15: Streaming Audio
Q & A Oct 19: List of Questions
Q & A Oct 19: Video Recording
Q & A Oct 19: Streaming Audio
Q & A Oct 22: List of Questions
Q & A Oct 22: Video Recording
Q & A Oct 22: Streaming Audio
Client Journey Example
Client Journey Video Illustration
Skills Checklist
Setting up Paya Instructions
Accepting Payments with Paya: A Video Tutorial
Credit and Debit Card/ACH Auth Form
Accepting Payments with Paypal and Stripe: A Video Tutorial
Streak tutorial part 1
Streak tutorial part 2
Streak tutorial part 3
Streak tutorial part 4
Streak tutorial part 5
Streak tutorial part 6
Client and Income Tracking Spreadsheet
Client and Income Tracker - Video Tutorial
Session Tracker for Client File
7-month Coaching Agreement
Coaching Welcome Email
Testimonial Release form
Lesson 4 Action List
Program Development 1 Feedback form
Execution Week
Video Training - Beta Clients
Testimonial Release Form
Introduction: Advanced Programming
FCA Affiliate links
Lesson 5: Video Recording
Lesson 5: Streaming Audio
Lesson 5 Q & A: List of Questions
Lesson 5 Q & A: Video Recording
Lesson 5 Q & A: Streaming Audio
Q & A Oct 26: List of Questions
Q & A Oct 26: Video Recording
Q & A Oct 26: Streaming Audio
DMM Client Journey Process
DMM Handouts and Downloads
DMM Action List
AADMM - A Resource
Corporate Wellness Flow Chart
Corporate Wellness Handouts and Downloads
Corporate Wellness Action List
Group Programming Handouts and Downloads
Group Programming Checklist
21-day Client Challenge
Where does Periodic Coaching come into play?
Periodic Coaching Handouts and Downloads
Advanced programming feedback form
Welcome to the Sales Lab
Lesson 6: Video Recording
Lesson 6: Streaming Audio
Lesson 6 Q & A: List of Questions
Lesson 6 Q & A: Video Recording
Lesson 6 Q & A: Streaming Audio
Q & A Nov 2: List of questions
Q & A Nov 2: Video Recording
Q & A Nov 2: Streaming Audio
Q & A Nov 5: List of Questions
Q & A Nov 5: Streaming Audio
Q & A Nov 5: Video Recording
Sales Mindset
Inviting the Sales Conversation
Ways to Tee Up Your Value During a Discovery Session
Overcoming Objections Worksheet
Overcoming Specific Objections
Things We Say and Questions to Ask
Our Responses to Specific Comments
Sales Lab Roleplaying Script
Lesson 6 Action List
Sales Lab feedback form
Introduction: Workplace Money Coach
About Shane & Workplace Money Coach
Lesson 7: Video Recording and Q & A
Lesson 7: Streaming Audio (Lesson and Q & A)
Q & A Nov 9: List of Questions
Q & A Nov 9: Video Recording
Q & A Nov 9: Streaming Audio
Q & A Nov 12: List of Questions
Q & A Nov 12: Streaming Audio
Q & A Nov 12: Video Recording
Key Players handout
Developing your Niche handout
Building a Dynamic Workshop handout
Landing Your First Corporate Client handout
Introduction
How to uplevel your financial wellness program
Feedback form
Beginner marketing for Financial Coaches
Lesson 8: Video Recording
Lesson 8: Streaming Audio
Lesson 8 Q & A: List of Questions
Lesson 8 Q & A: Video Recording
Lesson 8 Q & A: Streaming Audio
Q & A Nov 16: List of Questions
Q & A Nov 16: Video Recording
Q & A Nov 16: Streaming Audio
Q & A Nov 19: List of questions
Q & A Nov 19: Video Recording
Q & A Nov 19: Streaming Audio
Kelsa goes in depth about client referrals, referral partners and power partners
Identify your ideal referral partners worksheet instructions
Identify your ideal referral partner worksheet
Jill's sample Loom power partner follow up video
Flyer for accountants
Script for contacting champions for referrals
Email to financial advisors
Flyer for financial advisors
Sample websites for financial advisors
Privacy release
Gamify your prospecting (clients and referral partners) - Kelsa interviews Bill Luhrs
Gamify your prospecting sample spreadsheet
Basic Canva tutorial for free graphic design
Basic Buffer tutorial for social media scheduling
Sample HARO responses
How to generate google review links for your clients
Google Analytics tutorial
Business networking groups to visit and join
Social Media for Financial Coaches
Facebook video closed captioning tutorial
Live video "Rant" script
Linked in Templates
Linked in wording when connecting with potential referral partner
Building your brand with Youtube
Interview with Instagram expert, Jen DuFore
Newsletter example 1.0
Newsletter example 2.0
Newsletter sign up form
Newsletter welcome
Beginner marketing recommended reading list
Beginner marketing action list
Beginner marketing resource list
30 minute marketing ideas
Craft your "One Liner"
Beginner marketing feedback form
Lesson 8: Advanced Marketing for Financial Coaches
Lesson 9: Video Recording
Lesson 9: Streaming Audio
Lesson 9 Q & A: List of Questions
Lesson 9 Q & A: Video Recording
Lesson 9 Q & A: Streaming Audio
Q & A Nov 23: Streaming Audio
Q & A Nov 23: Video Recording
Q & A Nov 23: List of Questions
Q & A Nov 26: List of questions
Q & A Nov 26: Video Recording
Q & A Nov 26: Streaming Audio
Design your signature workshop worksheet
Crafting your ascension pyramid
Craft your ascension pyramid worksheet
Webinar sample - "7 Mistakes to Avoid when Launching your Financial Coaching Career"
Event planning checklist
Newsletter sign up sheet
Bonus advanced marketing presentation: SEO Basics - A tutorial for financial coaches
SEO guide
Hunter.io tutorial - how to search for direct email addresses
Bonus Advanced Marketing Presentation: Expos and Booths
Expo/ seminar packing checklist
Sample speaker kit
Raffle ticket sample
Budget brainstorm self assessment
Debt payoff sample handout
Eureka feedback form
Annual client survey
Post Eureka review request
Bonus Advanced Marketing Presentation: Starting your own podcast
Start your own podcast resources
Advanced marketing resource list
Advanced marketing action list - General
Advanced marketing action list - Workshops
Advanced marketing action list - SEO
Marketing message paradigm shift - refine your ideal client's problem
Advanced Marketing feedback form
Execution Week
Introduction: Goal Setting, Planning Ahead and Next Steps
Lesson 10: Video Recording
Lesson 10: Streaming Audio
Lesson 10 Q & A: List of Questions
Lesson 10 Q & A: Video Recording
Lesson 10 Q & A: Streaming Audio
Nov 7 Q & A: List of Questions
Nov 7 Q&A: Video Recording
Nov 7 Q & A: Streaming Audio
Nov 10 Final Q &A: List of Questions
Nov 10 Final Q&A: Video Recording
Nov 10 Final Q&A: Streaming Audio
Continue Learning with these additional options
Goal Setting
Goal Setting Handout
Annual Planning Strategy
Business Planning handout
2020 My Future Roadmap Planning Calendar (11x17)
2020 My Future Roadmap Planning Calendar (24x36)
4 Key Areas of Focus Time
VIDEO: How to effectively manage your time and your money
Bad Day Roadmap
Bad day roadmap worksheet
Startup Business Expenses
Phase 2 Business Expenses
Hiring Handouts
Lesson 10 Feedback form
Bringing the Academy to a Final Close
Final lesson: Video Recording
Final lesson: Streaming Audio
Please help us by doing a video testimonial: release form
Financial Coach Academy Feedback form
Graduation seal
