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

Adding Extra Value to Your Clients | EP149

Have you ever thought about doing a little something extra for your clients? In this episode of The Financial Coaches Podcast, the hosts discuss some cool ideas for you to bring some extra value to your clients when...
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Coach Who & What You’re Passionate About | EP148

Are you struggling figuring out who to serve? In this episode of The Financial Coaches Podcast, the hosts discuss the importance of making the focus of serving over earning revenue in your company. When you do this,...
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What Kind of Coach Are You Really?

Are you wondering if being a Financial Coach is what you’re supposed to be? In this episode of The Financial Coaches Podcast, Cody and Maria talk about what being a Financial Coach really means, and how it isn’t...
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Mastering Organization in Your Practice w/ Lauri Palau

Do you have trouble being organized? In this episode of The Financial Coaches Podcast the hosts are joined by organizational expert, Lauri Palau, to discuss how to overcome the biggest challenges with being organized...
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Turning Trials Into Triumphs with Guest Wil Otero

Are you struggling with a trial that you went through and unsure how to channel it to serve you to make a greater impact? In this episode the hosts are joined by special guest,Wil Otero - host of the Stuck In My Mind...
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What is Your X-Factor?

In this episode of The Financial Coaches Podcast, Maria and Cody dive into the concept of the X-Factor and its significance in your coaching practice. Understanding and leveraging your X-Factor is crucial for...
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Financial Coaches Ask Us Anything - June 18, 2024

🎙️ Join host Cody Sizemore as he discusses what you can expect from our upcoming live "Ask Us Anything" event for financial coaches! Whether you’re looking to attract more clients, improve your marketing strategies,...
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How to Pay Yourself as a Financial Coach

Have questions about paying yourself? In this episode of The Financial Coaches Podcast Maria and Cody talk about different ways and ideals on how to pay yourself from your practice. The hosts have different styles but...
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Holding Your Ground With Refund Policies

Have you ever had a client ask for a refund? In this episode of The Financial Coaches Podcast, Cody shares his experience with a client who had asked for a refund, which goes against his practice’s policy. He shares...
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You May Not Be Charging Enough

Are you worried about what you charge? In this episode of The Financial Coaches Podcast, the hosts talk about different levels of what you ask your clients to invest in your services, and how it is so important to...
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Coaching Curriculum Tips

In this episode of The Financial Coaches Podcast, Maria and Cody explore the essentials of building a robust coaching curriculum. They share valuable insights and practical ideas on what a well-structured curriculum...
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Spending Habits Deep Dive with special guest Coach Mary Ann Stenquist

Join Cody and Maria on The Financial Coaches Podcast as they welcome special guest Mary Ann Stenquist, a Spending Coach, to explore strategies for helping clients curb their spending habits. In this insightful...
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