All Episodes
Episodes
When Financial Coaching Clients Face Unexpected Setbacks | EP266
A client has been making real progress. They've paid off several debts, freed up some room in their budget, and are beginning to feel hopeful about their financial future. Then something happens that neither of you...
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How to Turn Genuine Conversations Into Coaching Consultations | EP265
You know that getting someone on the phone can be an important step toward bringing on a new coaching client. But what happens before that call? How do you start a conversation with someone who might need your help...
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Do We Really Know What Our Clients Value? | EP264
Financial coaches talk a lot about helping clients align their money with their values. But before we can help someone do that, there may be a more important question: Do we actually understand what they value?
In...
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Why Financial Coaches Shouldn’t Coach Alone | EP263
Financial coaching can be lonely work. You may be building a practice by yourself, making decisions you’ve never made before, watching other coaches who seem much further ahead, and wondering whether you’re doing any...
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What Kind of Coach Are You Becoming? | EP262
Sometimes the question isn’t whether you should be a financial coach. It’s whether the version of financial coaching you’ve been picturing actually fits the kind of work you feel called to do.
In this Financial...
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What Do Your Clients Actually Want? | EP261
A client comes to you asking for a plan. Maybe they want to get out of debt, figure out how to say no to a family member asking for money, or solve some other problem that feels specific and measurable. As coaches, it...
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When the Money Problem Isn’t Really About Money | EP 260
A client keeps using the credit card they’re trying to pay off. Another is remarkably good at saving money, but once the balance grows, she becomes anxious and spends it back down. From the outside, both behaviors can...
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When Faster Progress Isn’t Better Coaching | EP 259
As financial coaches, it can be easy to measure success by how quickly the numbers move.Â
More debt paid off. More money saved. A goal reached sooner.
But what if getting there as quickly as possible isn’t actually...
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Why Great Coaches Ask More Than They Answer | EP 258
When a client brings you a problem, it can be tempting to start looking for the answer.Â
But sometimes the most helpful thing a coach can do is ask a question that helps the client keep thinking.
Maria and Cody...
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When You Have to Choose Between Good Things | EP 257
Sometimes the hardest decisions aren’t between something good and something bad. They’re between several good things that all matter, when there simply isn’t enough time, energy, or capacity to give yourself fully to...
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Not Yet Isn’t No | EP 256
Sometimes a prospective client genuinely wants help but simply isn’t ready for coaching yet. Maybe the financial margin isn’t there. Maybe they’re still working through whether they’re ready to change. Either way, it...
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When Progress Doesn’t Look Like Progress | EP 255
Sometimes a client knows something needs to change, but that does not necessarily mean they are ready to change it yet. Other times they seem to be making real progress and then suddenly slip back into old habits. As...
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