Financial Coach Master Training Lessons

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

Life Planning

• 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

• 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

• 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.