Course curriculum

    1. Introduction to Lesson 1: A Business you can be proud of

    2. Lesson 1 video recording

    3. Copyright Information - Please read!

    4. Lesson 1 Q and A video recording

    5. Lesson 1 downloads

    6. Simon Sinek WHY Video

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

    8. Karen Dietz TedTalk: Find the unexpected through story

    9. Legally protecting yourself as a financial coach: part 1 Structuring your business

    10. Legally protecting yourself as a financial coach: part 2 Insurance

    11. Legally protecting yourself as a financial coach: part 3 Contracts and agreements

    12. Small business basics for Financial Coaches - Q and A with CPA Jessica Eichenberg

    13. Mind mapping tutorial to find your ideal client

    14. Lesson 1 feedback form

    1. Lesson 2: Beginner marketing for Financial Coaches

    2. Lesson 2 video recording

    3. Lesson 2 Q and A video recording

    4. Lesson 2 worksheets and downloads

    5. Basic Canva tutorial for free graphic design

    6. Basic Buffer tutorial for social media scheduling

    7. How to generate google review links for your clients

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

    9. Identify your ideal referral partners worksheet instructions

    10. Kelsa's sample Facebook Live "Rant" video

    11. Michael's sample Facebook Live "Rant" video

    12. Facebook video closed captioning tutorial

    13. Lesson 2 feedback form

    1. Lesson 3: Client Conversion

    2. Lesson 3 video recording

    3. Lesson 3 Q and A video recording

    4. Lesson 3 Worksheets and Downloads

    5. Acuity scheduling software tutorial

    6. Jotform tutorial

    7. Week 3 Action List

    8. Week 3 feedback form

    1. Lesson 4: Program Development 1

    2. Lesson 4 video recording

    3. Lesson 4 Q and A

    4. Lesson 4 Worksheets and Downloads

    5. Lesson 4 Feedback survey

    1. Lesson 5: Program Development 2

    2. Lesson 5 video recording

    3. Lesson 5 Q and A

    4. Lesson 5 worksheets and downloads

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

    1. Lesson 6: Advanced Marketing for Financial Coaches

    2. Lesson 6 video recording

    3. Lesson 6: Downloads and worksheets

    4. Bonus Advanced Marketing Presentation: Expos and Booths

    5. Bonus Advanced Marketing Presentation: Starting your own podcast

    6. Crafting your ascension pyramid

    7. Lesson 6 feedback form

About this course

  • $1,697.00
  • 61 lessons
  • 1.5 hours of video content