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

Measuring Success Into The New Year | EP 172

How are you measuring your success as you step into 2025? In this episode of The Financial Coaches Podcast, Cody shares his own perspective shift on how he has been measuring his own success, and it could be a good...
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What Do Your Clients Actually Want? | E171

Do you know what your clients ACTUALLY want? In this episode of The Financial Coaches Podcast, the hosts discuss how sometimes we can hear our clients say that they want some sort of result, and we go directly into...
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Helping Clients Prepare for Christmas | E170

What’s the best way to help clients prepare for Christmas? In this episode of The Financial Coaches Podcast, the hosts talk about some of the biggest challenges for clients with Christmas, but also how to help them...
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Motivation vs Consistency | E169

Have you ever struggled with being consistent? In this episode of The Financial Coaches Podcast, the hosts talk about the connections and differences between motivation and consistency, and why they are so important...
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Building Your Practice In a Saturated Market | E168

Are you overwhelmed with how to grow your practice in what seems like a saturated market? In this episode of The Financial Coaches Podcast, the hosts take a question from a facebook group where someone asks how to...
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Stretching Comfort Zone with Your Business with Special Guest Teddy Nguyen | E167

Are you afraid to stretch your comfort zone? In this episode of The Financial Coaches Podcast, the hosts are joining with special guest Teddy Nguyen to discuss the importance of putting yourself out there so that you...
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Supporting Clients in Times of Trial | E166

Are your clients going through a tough time? In this episode of The Financial Coaches Podcast, Maria and Cody discuss how to support clients during challenging periods or setbacks. They dive into practical strategies...
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Nightmare on Prospecting Street | E165

Have you ever had a horrible interaction with a prospect? In this episode of The Financial Coaches Podcast, Cody shares an unpleasant experience that he had had recently when he reached out to a prospect to try and...
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Keeping Clients Consistent | EP164

Having trouble keeping your clients consistent? In this episode of The Financial Coaches Podcast, Maria and Cody talk about how sometimes it’s difficult to have your clients be consistent with their budgeting and...
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Busy Work < Prospecting | EP163

Having a hard time ACTUALLY making time for prospecting? In this episode of The Financial Coaches Podcast, Cody and Maria talk about how sometimes being “busy” can really distract us from doing the work that actually...
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Creative Solutions for Client Enrollment: Making It Easier for Them | EP162

In this episode of The Financial Coaches Podcast, Maria and Cody explore innovative ways to adjust the investment or enrollment process to better serve your clients. They share real-life examples of how they've...
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Should You Offer a Money-Back Guarantee for Your Coaching Services? | EP161

In this episode of The Financial Coaches Podcast, Maria and Cody dive into the pros and cons of offering a money-back guarantee for your financial coaching services. They explore the potential benefits this strategy...
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