The Best Business Model for Financial Coaches - A case study with Emily Gowen 

This video was originally recorded as part of the free monthly training we host in our coaching community, Financial Coaches Unite: / financialcoachesunite
We also send out virtual coach meetup invites, training videos, and a host of other resources for financial coaches each month. Join our email list by clicking here: www.financialc...
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Are you still offering free consultations and getting burnt out as a result?
Do you sometimes feel like you care more than the client during these conversations?
Do you wonder if there’s a better way to structure your business so you’re helping more people, making more money and meeting with engaged and excited individuals?
Financial coach mentor and creator of the Financial Coach Academy, Kelsa Dickey, breaks down our ideal business model that starts with a paid Discovery session for clients. We made this change in our business ages ago and didn’t know enough at the time to track the results of this change. All we know is that it works!
Financial coach Emily Gowen recently made the switch from free consultations to a paid Discovery session after taking the Financial Coach Academy. She was smart enough to track the data before and after the change and in this video, we explore all the tangible and intangible benefits!
𝗢𝗧𝗛𝗘𝗥 𝗥𝗘𝗦𝗢𝗨𝗥𝗖𝗘𝗦 𝗬𝗢𝗨 𝗠𝗔𝗬 𝗙𝗜𝗡𝗗 𝗛𝗘𝗟𝗣𝗙𝗨𝗟
The journey you put your client through: • The steps you should t...
9 Key Phases of a Discovery session: • Financial Coaches: How...
Refining your Discovery session: • How to get more client...
How to Design Your Financial Coaching Program: • How to Design Your Fin...
How to Price Your Financial Coaching Services: • How to Price your Fina...
𝗪𝗛𝗘𝗥𝗘 𝗔𝗥𝗘 𝗬𝗢𝗨 𝗜𝗡 𝗬𝗢𝗨𝗥 𝗝𝗢𝗨𝗥𝗡𝗘𝗬 𝗢𝗙 𝗕𝗘𝗖𝗢𝗠𝗜𝗡𝗚 𝗔 𝗙𝗜𝗡𝗔𝗡𝗖𝗜𝗔𝗟 𝗖𝗢𝗔𝗖𝗛?
“I’m thinking of becoming a financial coach!” Check out the Financial Coaching Playbook: www.financialc...
“I’m ready to become a financial coach!” Check out
The Financial Coach Academy: www.financialc...
“I’m looking to improve my skills as a financial coach!” Check out The Financial Coaching Toolkit: www.financialc...
“I’m looking for a community of financial coaches who motivate one another to take action!” Check out the Financial Coach Mastermind: www.financialc...
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