All Episodes
Episodes
Helping Parents with Financial Tension & Kids | EP 214
Do your clients have a hard time saying “No” to their kids? In this episode of The Financial Coaches Podcast, Cody shares an experience that he had with one of his clients where they had to say “No” to their kid over...
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Push Yourself to Pull Prospects | EP 213
Are you actually reaching out to your prospects? In this episode of The Financial Coaches Podcast, the hosts talk about not only why it’s so important to reach out to prospects and start a conversation, but also do a...
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The Importance of Lead Magnets | EP 212
What even are lead magnets? In this episode of The Financial Coaches Podcast, Cody and Maria talk about what lead magnets are, go into a couple of examples, and talk about how they can be a pivotal tool in your...
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The Die With Zero Concept | EP 211
What if what you’ve been told about retirement has been skewed? In this episode of The Financial Coaches Podcast, Maria and Cody talk about the intentionality between preparing for your future, and embracing and...
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Using Giveaways to Convert Clients | EP 210
Have you ever considered doing giveaways? In this episode of The Financial Coaches Podcast, Cody shares how he has utilized giveaways to get prospects on the phone and potentially convert them into clients. Getting...
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Helping Clients with Their Relationship with Money | EP 209
Have you ever dived into your clients relationship with money? In this episode of The Financial Coaches Podcast, Maria and Cody talk about what a relationship with money actually is, and how to help your clients find...
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Transformational Coach or Budget Coach? | EP 208
What does it mean to get “beyond the numbers” with your clients? In this episode of The Financial Coaches Podcast Cody and Maria talk about how to get behind the numbers and get to the root of some of the issues that...
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Helping Clients Find What’s Missing | EP 207
Are your clients and prospects frustrated as to why their financial plan hasn’t been working up until this point? In this episode of The Financial Coaches Podcast, the hosts talk about how often it's not just the...
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Helping Clients with Spousal Friction | EP 206
Do you have a client that has a difficult spouse? In this episode of The Financial Coaches Podcast Cody shares a case study of a client that he is working with that has a spouse that is not working the plan at all,...
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First Steps to Helping Clients Craft a Budget | EP 205
Not sure where to start with budgeting? In this episode of The Financial Coaches Podcast, Cody and Maria discuss the first steps to helping you craft a budget for your clients. This is a critical piece to your...
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Planning vs Doing | EP 204
Have you ever had a hard time getting out of the planning stage? In this episode of The Financial Coaches Podcast, Maria and Cody talk about the difference between planning for something and actually doing it, and...
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Persistence & Goal Setting | EP 203
Are your goals realistic? In this episode of The Financial Coaches Podcast, Cody shares how he finally hit a goal that he has been chasing for the better half of 3 years. The process of how he set his goals, is...
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