Are you a financially savvy person person that loves helping people budget, pay off debt and reach their financial goals? Do you love all things personal finance and want to help people master this skill too? Are you a financial advisor that is tired of the quotes, sales, and compliance headaches? Are you a business coach or professional organizer who wants to learn a proven system to help your clients organize their finances?
Are you ready to take the next step in your life to become a successful financial coach?
If that’s you then you are in the right place.
The Financial Coach Academy is an exclusive online but live and interactive, 16 week program that teaches everything I have learned in over 10 years as a financial coach and gives you the tools and basics to make a living doing this too. Please be sure to also check out www.FinancialCoachAcademy.com for more free resources for financial coaches and more information about this and other courses.
Imagine if you could learn the systems and strategies to turn your love for personal finance into a thriving six figure business.
With this program we want to show you how to design your Financial Coaching business on your own terms
The Academy is right for you if:
- You are overwhelmed trying to start a financial coaching career and feel stuck by information paralysis, spinning your wheels and trying to piece together a process.
- You want to stand out among other financial coaches and advisors in a way that positions you as an expert in the industry.
- You want to attract new clients who are excited to coach or invest with you.
- You are a financial advisor, business coach or corporate number-cruncher who is in a messy cycle of undervaluing yourself, your time and are stuck in hobby-mode.
- You are craving a step-by-step system (the kind they definitely don't teach in most schools or certificate classes) without having to invest tens of thousands of dollars.
- You know that without the tough love support of a coach and mastermind behind you, you're going to be stuck in the long and expensive route.
- You don't want to figure out through trial and error. (Hint: I'll tell you what not to do because I've already tried everything. I know what does and doesn't work.)
Included in the program:
Weekly online modules and coaching video conferences that teach you how to master power partners, on-boarding, systematize coaching sessions for individuals, couples and small business owners, marketing and much more. All recorded so you can join live or watch any time! VALUE: $9,000
Access to the online resource library released with each training call. It includes downloads, contracts, worksheets and other material it took me nearly 10 years to perfect. VALUE: $2,500
Access to an exclusive mastermind group of other like minded financially, savvy professionals who are on the same journey as you. VALUE: $1,800
Weekly Live Q&A calls and masterminds to gain feedback as you execute all your new ideas. VALUE: $5,000
One on one feedback from Kelsa and her team. VALUE: Exponential!
Total Value: $18,300
Sign up today for only $2,797!
Use code "ReadytoCoach" before May 31st and get $400 off for early bird registration!
or choose the 4-payment option! Pay $770 today and get enrolled in the Academy immediately. Then pay $770 in 30, 60 and 90 days! Use code "ReadytoCoach" before May 31st and receiving early bird pricing of $400 off!
Fall 2019 Schedule
(All times are Arizona time. Arizona doesn't observe daylight savings time so be sure to check your local time compared to Arizona time).
Lessons occur on Thursdays at 5:30pm AZ time. Each week there are Mastermind/Q&A calls on Tuesdays at 4:00pm and Saturdays at 8:00am (AZ time).
August 29 5:30pm
September 12 5:30pm
September 26 5:30pm
October 10 5:30pm
October 24 5:30pm
October 29 5:30pm **switch due to Halloween**
November 14 5:30pm
November 21 5:30pm
December 3 5:30pm *change due to prior commitment*
December 12 5:30pm
Every week there will also be LIVE Q&A calls each Tuesday at 4:00PM (AZ) and Saturday at 8:00AM (AZ). Join as many of these as you are able to receive continuous mentorship, feedback, advice, coaching, and a pep talk!
We also have a payment plan option: 4 payments of $770. You will be charged $770 today and $770 in 30, 60, and 90 days. Use code "ReadytoCoach" before May 31st and get $400 off with our early bird pricing!
What will you learn in the Academy?
Lesson: "A business you can be proud of"
- Identifying your "Why"?
- Separating from the Pack
- Crafting your story
- Finding your target client
- Making an impact in the world
- Define what success looks like for you
Lesson: Client Conversion
- First impressions
- Wowing the client
- Phone scripts
- Overcoming objections
- Discovery sessions
Lesson: Program Design & Development
- Designing packages, sessions, schedule and pricing
- The importance of the client experience
- Pricing and collecting payments
- Sales conversations that work
- Group programming
- Client templates
Lesson: Basic marketing for financial coaches
- Conversations create cash
- Referral Partners
- Networking and referral groups
- Social Proof
- Social Media
Lesson: Financial concepts and training I
- Exercises beyond just budgeting
- Communication for couples
- Asking effective questions
- Your coaching role
- Creating amazing content
- Coaching business owners
Lesson: Financial Concepts and training II
- Services other than one-on-one coaching
- Daily money management
- Coaching through various situations
- Fiscal Fitness budgeting method
Lesson: Sales Lab Training
- Confidence in the sales conversation
- A How To Guide to sales conversations
- Thinking in the best interest of the client
- When sales becomes yucky
- Role playing scripts
- Overcoming common objections
Lesson: Advanced marketing for financial coaches
- Facebook ads
- Surveys and client result statistics
- Marketing open Q and A
Lesson: Looking ahead
- Corporate Wellness services
- Hiring your first employee
- Looking ahead and strategizing with your business
- Annual goal planning
- Time management
- Budgeting for your coaching business
Sign up today for only $2,797!
Even More Happy Participants & Future Financial Coaches!
Owner and Financial Coach Trainer
About the Instructor
After 7 years as a financial advisor and corporate accountant, I realized that I didn’t want to sell investments and insurance or deal with corporate red tape. I wanted to go after my real passion - helping people with their day to day finances, something I truly loved. So in 2010, I quit my corporate job that was draining my life force and affecting my marriage so I could start my own business as a financial coach.
At the time there were no people doing what I wanted to do (and there are still very few!), so I had to start from scratch. I worked out of my den helping friends and my family and created most of my own systems and processes.
Over the course of ten years I have optimized and perfected my Financial Coaching business to maximize the impact I have on clients, my work/life balance and income. These same systems and processes have helped launch me as a nationally recognized financial coach. I want Financial Coach Academy to show you how to create a similar business model that is flexible enough to take on your own personality, style and strengths.