Course curriculum

  • 1

    Lesson 1: Gain clarity on a business you can be proud of

    • Copyright information

    • Gaining clarity on a business you can be proud of

    • Lesson 1 Video Recording

    • Lesson 1 Q & A

    • Q & A Saturday February 9th

    • Q & A Tuesday February 12th

    • Worksheets and downloads

    • Simon Sinek WHY Video

    • Crafting your signature story with Dr. Karen Dietz and Kelsa Dickey

    • Karen Dietz TedTalk: Find the unexpected through story

    • Find your purpose by finding your Ikigai

    • 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

    • Identify your ideal clients' SUP2ER problem

    • Lesson 1 feedback form

    • Getting to know you questionnaire.

  • 2

    Lesson 2: Client Conversion

    • Client Conversion

    • Lesson 2 Video Recording

    • Lesson 2 Q & A Video Recording

    • Q & A Saturday February 16th

    • Q & A Tuesday February 19th

    • Worksheets and Downloads

    • Acuity scheduling software tutorial

    • Jotform tutorial

    • Eureka Session example

    • Lesson 2 Action List

    • Lesson 2 feedback form

  • 3

    Lesson 3: Program Development 1

    • Program Development

    • Lesson 3 Video Recording

    • Lesson 3 Q & A video recording

    • Saturday February 23 Q & A

    • Q & A Tuesday February 26

    • Worksheets and Downloads

    • Client Journey Example

    • Accepting online payments with Paya: a tutorial

    • Lesson 3 Feedback form

  • 4

    Execution Week

    • Execution Week

    • Video Training - Beta Clients

    • Testimonial Release Form

    • Saturday Q & A March 2

    • Tuesday Q & A March 5

  • 5

    Lesson 4: Beginner marketing for Financial Coaches

    • Beginner marketing for Financial Coaches

    • Lesson 4 Video Recording

    • Lesson 4 Q & A Video Recording

    • Saturday Q & A call March 9

    • Tuesday Q & A Call March 12

    • Worksheets and downloads

    • Basic Canva tutorial for free graphic design

    • Basic Buffer tutorial for social media scheduling

    • How to generate google review links for your clients

    • Kelsa goes in depth about client referrals, referral partners and power partners

    • Jill's sample Loom power partner follow up video

    • Identify your ideal referral partners worksheet instructions

    • Facebook video closed captioning tutorial

    • Google Analytics Training

    • Sample 60 minute workshop

    • Sample HARO responses

    • Power point slides

    • Lesson 4 feedback form

  • 6

    Lesson 5: Financial Concepts and Training Part 1

    • Financial Concepts and Training Part 1

    • Lesson 5 Video Recording

    • Lesson 5 Q & A

    • Saturday Q & A March 16

    • Tuesday Q & A Call March 19

    • Worksheets and downloads

    • Coaching strategies for various client financial situations

    • Locking in the budget - a client skills item tutorial

    • Deep dive into coaching small businesses

    • Are you thinking of being a small business financial coach? Here is what you need to consider and my experiences.

    • Lesson 5 feedback form

  • 7

    Execution Week

    • Execution Week

    • Saturday Q & A March 23

    • Tuesday Q & A March 26

  • 8

    Lesson 6: Financial Concepts and Training part 2

    • Financial Concepts and Training part 2

    • Lesson 6 Video Recording

    • Lesson 6 Q & A

    • Saturday Q & A Video Recording March 30

    • Worksheets and downloads

    • Lesson 6 Feedback form

    • Tuesday Q & A April 2

  • 9

    Lesson 7: Sales Lab

    • Welcome to the Sales Lab

    • Sales Lab Video Recording

    • Saturday Q & A April 6

    • Tuesday Q & A April 9

    • Worksheets and downloads

    • Lesson 7 feedback form

  • 10

    Lesson 8: Advanced Marketing for Financial Coaches

    • Lesson 8: Advanced Marketing for Financial Coaches

    • Lesson 8 Video Recording

    • Lesson 8 Q & A Video Recording

    • Saturday April 13 Q & A

    • Tuesday April 16 Q & A

    • Lesson 8: Downloads and worksheets

    • Crafting your ascension pyramid

    • Bonus advanced marketing presentation: SEO Basics - A tutorial for financial coaches

    • Bonus Advanced Marketing Presentation: Expos and Booths

    • Bonus Advanced Marketing Presentation: Starting your own podcast

    • Hunter.io tutorial - how to search for direct email addresses

    • Webinar sample - "7 Mistakes to Avoid when Launching your Financial Coaching Career"

    • Lesson 8 feedback form

  • 11

    Lesson 9: Wrap Up Week and Looking Ahead

    • Lesson 9: Wrap Up Week and Looking Ahead

    • Lesson 9 Video Recording

    • Lesson 9 Q & A

    • How to effectively manage your time and your money

    • Worksheets and Downloads

    • Lesson 9 Feedback form

    • Saturday Q & A April 20

  • 12

    Bring the Academy to a Final Close

    • Bringing the Academy to a Final Close

    • Final Q & A and Mastermind

    • Please help us by doing a video testimonial: release form

    • Financial Coach Academy Feedback form

    • Graduation seal