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Things You Should Know About What need and don’t need to start financial coaching!
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- เผยแพร่เมื่อ 19 ส.ค. 2024
- This video was originally recorded as part of the free monthly training we host in our coaching community, Financial Coaches Unite: / financialcoachesunite
We also send out virtual coach meetup invites, training videos, and a host of other resources for financial coaches each month. Join our email list by clicking here: www.financialc...
When new financial coaches first start out building their business, they tend to spend an inordinate amount of time working on things like building a website, creating logos, business cards and other deliverables, finetuning their entire program, etc.
In this video Financial Coach Mentor and Co-creator of The Financial Coach Academy, Kelsa Dickey, discusses what are the most important tangible things you actually need to have in place when you start your financial coaching business and what things we all think we should have that are actually just a huge waste of time and money.
Kelsa mentions the following link: www.nolo.com/l...
𝗜𝗡 𝗧𝗛𝗜𝗦 𝗩𝗜𝗗𝗘𝗢 𝗞𝗘𝗟𝗦𝗔 𝗪𝗜𝗟𝗟 𝗔𝗡𝗦𝗪𝗘𝗥 𝗧𝗛𝗘 𝗙𝗢𝗟𝗟𝗢𝗪𝗜𝗡𝗚 𝗤𝗨𝗘𝗦𝗧𝗜𝗢𝗡𝗦:
-Why you don't need a certification and how to communicate how you currently have so much more experience than you think?
-Why technology, and designing logos and deliverables are counterproductive and what you should actually focus on.
-What legal or tax identifiers are necessary or required?
-How detailed should your programming be?
-And much more
𝗜𝗙 𝗬𝗢𝗨 𝗟𝗜𝗞𝗘𝗗 𝗧𝗛𝗜𝗦 𝗩𝗜𝗗𝗘𝗢, 𝗧𝗛𝗘𝗡 𝗖𝗛𝗘𝗖𝗞 𝗢𝗨𝗧 𝗧𝗛𝗘𝗦𝗘 𝗢𝗧𝗛𝗘𝗥 𝗩𝗜𝗗𝗘𝗢𝗦:
-The First Step in Becoming a Financial Coach: • The First Step In Beco...
-How to Price Your Financial Coaching Services: • How to Price your Fina...
-Financial Coaches: How to Coach Your Clients to Get Out of Debt (So They Have Fun Doing It!): • How to Coach Your Clie...
-Beginner’s Guide to Coaching for Financial Coaches - How to Coach (not Teach!) Your Clients: • The Beginner’s Guide t...
𝗪𝗛𝗘𝗥𝗘 𝗔𝗥𝗘 𝗬𝗢𝗨 𝗜𝗡 𝗬𝗢𝗨𝗥 𝗝𝗢𝗨𝗥𝗡𝗘𝗬 𝗢𝗙 𝗕𝗘𝗖𝗢𝗠𝗜𝗡𝗚 𝗔 𝗙𝗜𝗡𝗔𝗡𝗖𝗜𝗔𝗟 𝗖𝗢𝗔𝗖𝗛?
“I’m thinking of becoming a financial coach!” Check out the Financial Coaching Playbook: www.financialc...
“I’m ready to become a financial coach!” Check out
The Financial Coach Academy: www.financialc...
“I’m looking to improve my skills as a financial coach!” Check out The Financial Coaching Toolkit: www.financialc...
“I’m looking for a community of financial coaches who motivate one another to take action!” Check out the Financial Coach Mastermind: www.financialc...
#financialcoachtraining #financialcoaching #getoutofdebt #financialfreedom #financialservices
I can’t thank you enough for this. I’ve already have a couple people in my circle that I’ve chosen to take on. Such an inspirational post. Thank you for the positive feedback
that is so wonderful to hear, congratulations!
Thank you so much for this information! I’ve wanted to take this route for awhile now, just wasn’t sure where to start. I don’t feel financially prepared to invest in the academy yet but now I have something to work towards! Very helpful guidance ❤
You've come to the right place! We are here for you and can't wait for the day that you join the Academy!
You are very informative. Thank you for this video!!
You're welcome! Glad you found it helpful.
Thank you for this!!
You're welcome! Glad you enjoyed it!
@@FinancialCoachAcademy I'm really interested in becoming a couch! I submitted a request to Financial Coaches Unite. Have not been approved yet. Please let me know if this is possible. Thank you
Good video. 😊. GoldProfessor
Thank you and we're happy that you enjoyed it!
Thanks for sharing! That’s encouraging!
Glad it was helpful!
If you have a business license. Why do you think you don't need a business bank account? You can much easier keep track of business expenses and revenue with a business bank. Most businesses that are serious have business bank accounts. Running this stuff through personal accounts gets messy.
I think you should separate business and personal income and expense. You should definitely have different accounts! What I said was that your "business bank account" can be one of the bank's personal accounts. So you don't need to open a BUSINESS account at the bank (which usually has fees, etc) in order to operate the account as a business account. Hope that helps to clarify!
Can a financial coach teach how to invest your own money and the terminology of the stock market. And how to set up your own brokerage and IRA accounts ??!??
Please respond!!!!
Investing advice is outside the scope of what a financial coach does. To do that you need to have the appropriate licenses. There might be opportunities for a financial coach to do some education, but not advising.
There is such a need for this right now. Would it be a good idea to start with a financial coach agency to get experience first before going at it solo? Great info too. ❤
I would definitely start solo!
My husband wants to participate so wouldn't a LLC be better than sole proprietorship?
I'm not sure that would matter a whole lot when you first launch.
If he plans on hiring and selling products later down the line LLC is better if its just a side hustle you don't want to scale then sole prop better.
@@Missginalove Right, down the line I agree. But in order to launch it's probably not necessary.