Financial Coach Master Training Lessons
The lessons include:
Essentials of Coaching
- The Ramsey Solutions coaching process
- How to get to the root of financial issues
- Long- and short-term coaching models
- How to coach different personality styles
Coaching in Crisis
- How to navigate student loans, bankruptcy and foreclosures
- How to provide options without emotion
- How to inject HOPE into a hopeless situation
- How to protect clients’ futures (insurance, estate planning)
- How to debunk investment myths (retirement)
Launching Your Practice
- What to charge, where to meet
- How to create clients and build your network
- How to market and message your practice
The Client Creation Series
- Mindsets and Limiting Beliefs with Christy Wright
- Conversations to Consultations with Tim Mann
- Consultations: A Deep Dive with Les Nienow
- Open Discussion with Coaches Who Are Killin’ It Part Time (on Purpose)
- Open Discussion with Full-Time Coaches
- You’re on a Mission with Chris Hogan
The Launch Plan
- Creating Coaching Content
- Conducting Consultations & Scheduling
- Building a Network of Professionals
- Scheduling Tools
Schedule clients with ease with one of these simple and affordable scheduling tools.
- Form Submission Tools
Get your clients to fill out forms with one of these simple form tools.
- Payment Tools
You’ve booked the client. Now learn how to handle payments.
- Virtual Coaching Tools
Expand your client base and take your coaching online with one of these video chat tools.
- Print Material Tools
Create quality business cards and other print materials to leave a lasting impression with prospects.
- Email Marketing Tools
Land new clients and communicate with prospects with one of our go-to email service providers.
- Online Presence Tools
Discover the best user-friendly tools for creating a professional-looking and easy-to-maintain website and social media presence.