All Episodes
Episodes
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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What Tech Do You Need for Your Practice? | EP 215
Are you unsure of what kind of tech you need for your practice? In this episode of The Financial Coaches Podcast, the hosts took a question from a listener asking about what kind of tech is needed to run a successful...
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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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