Course curriculum

    1. Copyright information

    2. Gaining clarity on a business you can be proud of

    3. Lesson 1 Video Recording

    4. Lesson 1 Q & A

    5. Q & A Saturday February 9th

    6. Q & A Tuesday February 12th

    7. Worksheets and downloads

    8. Simon Sinek WHY Video

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

    10. Karen Dietz TedTalk: Find the unexpected through story

    11. Find your purpose by finding your Ikigai

    12. Legally Protecting Yourself as a Financial Coach Part 1: Structuring Your Business

    13. Legally Protecting Yourself as a Financial Coach Part 2: Insurance

    14. Legally Protecting yourself as a Financial Coach Part 3: Contracts and Agreements

    15. Small Business Basics for Financial Coaches - Q&A with CPA Jessica Eichenberg

    16. Identify your ideal clients' SUP2ER problem

    17. Lesson 1 feedback form

    18. Getting to know you questionnaire.

    1. Client Conversion

    2. Lesson 2 Video Recording

    3. Lesson 2 Q & A Video Recording

    4. Q & A Saturday February 16th

    5. Q & A Tuesday February 19th

    6. Worksheets and Downloads

    7. Acuity scheduling software tutorial

    8. Jotform tutorial

    9. Eureka Example - Please read!

    10. Eureka Session example

    11. Lesson 2 Action List

    12. Lesson 2 feedback form

    1. Program Development

    2. Lesson 3 Video Recording

    3. Lesson 3 Q & A video recording

    4. Saturday February 23 Q & A

    5. Q & A Tuesday February 26

    6. Worksheets and Downloads

    7. Client Journey Example

    8. Accepting online payments with Paya: a tutorial

    9. Lesson 3 Feedback form

    1. Execution Week

    2. Video Training - Beta Clients

    3. Testimonial Release Form

    4. Saturday Q & A March 2

    5. Tuesday Q & A March 5

    1. Beginner marketing for Financial Coaches

    2. Lesson 4 Video Recording

    3. Lesson 4 Q & A Video Recording

    4. Saturday Q & A call March 9

    5. Tuesday Q & A Call March 12

    6. Worksheets and downloads

    7. Basic Canva tutorial for free graphic design

    8. Basic Buffer tutorial for social media scheduling

    9. How to generate google review links for your clients

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

    11. Jill's sample Loom power partner follow up video

    12. Identify your ideal referral partners worksheet instructions

    13. Facebook video closed captioning tutorial

    14. Google Analytics Training

    15. Sample 60 minute workshop

    16. Sample HARO responses

    17. Power point slides

    18. Lesson 4 feedback form

    1. Financial Concepts and Training Part 1

    2. REMINDER: Copyright Information

    3. Lesson 5 Video Recording

    4. Lesson 5 Q & A

    5. Saturday Q & A March 16

    6. Tuesday Q & A Call March 19

    7. Worksheets and downloads

    8. The Plan Ahead Method™ Spreadsheet

    9. Coaching strategies for various client financial situations

    10. Deep dive into coaching small businesses

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

    12. Lesson 5 feedback form

About this course

  • $2,797.00
  • 115 lessons
  • 1.5 hours of video content