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Financial Coaching 201: Your Coaching Model - The Financial Coach Academy Podcast - EP. 18
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- เผยแพร่เมื่อ 15 มี.ค. 2023
- Wouldn’t it be awesome if you could share your thoughts with your client and they immediately got you - better yet, what if you just thought something and they automatically knew what to do? If you’re rolling your eyes, GOOD! Because this is the real world, and telepathy isn’t a skill I was gifted with. This is why I developed a framework for financial coaching when I started taking on clients.
Money is a touchy subject for many people - when those same people reach out to a financial coach, it’s a huge step and a huge responsibility. Even if the clients you’re working with are “laid back” - if they’ve sought a financial coach, chances are they don’t feel 100% confident with their money skills (which is why they’re working with you!). This is important to remember because, as coaches, we have a responsibility to take our client’s thoughts and feelings into account as we work through the coaching process.
I hope you enjoy this essential information (truly, you need to know this!) and improve your skills!
#financialcoach #financialadvisors #kelsadickey #financialcoachtraining
This episode reminds me of the book Im currently reading which you had recommended in your Playbook "Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists, 2nd Edition". Specifically asking questions.
That's a great book! And yes - definitely some similar questions that we can use to help facilitate great conversations with our clients. Glad you enjoyed!
What a great episode! I am thinking, I wish I could have a redo with some clients and I'm feeling super excited for my client tonight! Pausing to ask what they think instead of jumping to action (guilty!) will yield better results for the client! Thank you Kelsa for always delivering the value!
Yay Cathy! I'm so glad you enjoyed it and had so many takeaways from it. Please let us know how the client session went after asking these Q's! Can't wait to hear!
I feel this episode has gave me a clearer path in how I’m going to take action in my approach towards clients. As a result this episode has gave me the reassurance I needed to purse my career as a financial coach.
That's great to hear Brian! I'm so glad it gave you both clarity and the reassurance needed to pursue financial coaching as a career!
Such a good episode, I would love more episodes on how to get people to take action. I love that you always go back to The Model. I need to back to listening to Brooke's podcast, I learned so much from her before.
So glad you enjoyed it Emily! The next episode should help with the action-taking piece but I'll also add your question to the list of topics so I can add it to the rotation for a future episode!