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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.

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

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

Execution Week

Video Training - Beta Clients

Testimonial Release Form

Saturday Q & A March 2

Tuesday Q & A March 5

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

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

Execution Week

Saturday Q & A March 23

Tuesday Q & A March 26

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

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

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

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

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