The Financial Coaches Podcast

The Financial Coaches Podcast

Hosted by: Maria Casillas and Cody Sizemore

Welcome to the Financial Coaches Podcast, where we talk about how to build your coaching practice from startup to scaleup while being the kind of coach your clients crave. Finally, a podcast for Financial Coaches....

All Episodes

Episodes

Holding Your Clients Accountable | EP 227

Struggling to keep your financial coaching clients consistent and engaged between sessions? In this episode of The Financial Coaches Podcast, Cody Sizemore breaks down a proven accountability system designed to help...
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Helping Clients Navigate Emotions Around Money | EP 226

Do your clients struggle with their emotions around money? In this episode of The Financial Coaches Podcast, Maria Casillas and Cody Sizemore explore why financial challenges often go beyond budgeting or financial...
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Scaling Your Practice Through The Clients You Already Have | EP 225

Are you overlooking one of the simplest ways to scale your financial coaching practice? In this episode of The Financial Coaches Podcast, Maria Casillas and Cody Sizemore break down how you can grow your income and...
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New Year Goal Setting | EP 224

Trying to figure out your goals for 2026? In this episode of The Financial Coaches Podcast, Maria and Cody talk about different types of goal setting strategies, and even some mindset shifts around them too. Is this...
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Self-Care for Financial Coaches | EP 223

Have you ever considered your self-care when building your practice? In this episode of The Financial Coaches Podcast, the hosts talk about how taking some time off for the holidays can lead to you being extra busy...
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The Art of Follow Up | EP 222

Are you nervous to follow up with prospects? In this episode of The Financial Coaches Podcast, Cody and Maria talk about the barriers that may be holding you back from consistently following up, how to perfect the art...
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How to Network with other Financial Professionals | EP 221

Having trouble filling professionals in your network? In this episode of The Financial Coaches Podcast, Maria and Cody talk through how to communicate value with other financial professionals on how you can help their...
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How to Avoid Clients Dropping Out | EP 220

Afraid of having clients drop out? In this episode of The Financial Coaches Podcast, the hosts discuss a topic from a listener that was a part of our monthly coaches meetup around clients cropping out of his program...
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How to Find Leads | EP 219

Having trouble finding leads? In this episode of The Financial Coaches Podcast, the hosts take a question that came from our monthly financial coaches meetup around how to find new prospects (leads) to talk to. Where...
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Tell Your Clients What They Need To Hear | EP 218

Have you been bold enough to tell your clients what they actually need to hear? In this episode of The Financial Coaches Podcast, Cody shares an experience with some of his clients where he told them what they needed...
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Be Vulnerable With Your Clients | EP 217

Have you ever been vulnerable with your clients? In this episode of The Financial Coaches Podcast, Cody and Maria share why it is important to be vulnerable with your clients about even some of your financial...
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WHY are You a Financial Coach? | EP 216

WHY are You a Financial Coach? In this episode of The Financial Coaches Podcast, Maria and Cody share their stories of why they became Financial Coaches, and they also talked about the importance of sharing that often...
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