Kelsa Dickey – Financial Coach Academy

The Financial Coach Academy™ is an online course and coaching program designed to walk you through every aspect of becoming a financial coach. We believe financial coaching is the most rewarding way to make a living, but only if you do it right.

The Academy sets you up to coach with confidence and run a professional business that adds to your life.

A Financial Coaching Program That Covers It All

The Financial Coach Academy™ will walk you through step-by-step how to become a coach and efficiently run your business.

After more than a decade of running our financial coaching business and years of running this course, we have identified the five core concepts that every financial coach needs to be a successful coach.

The Academy has assigned each of these concepts a module, and within each module is a series of lessons, videos, handouts, materials and actions to help you work through mastering this concept. Because the course is designed to have you build your business and grow your coaching skills as you work through it, by Module 2, you’ll take on clients.

And by the time you finish all five modules, you’ll have the coaching skills to serve clients confidently and a business that is 100% up and running. Who knows, you might even start to enjoy selling your services.

Get Training Created By And Specifically For Financial Coaches

Financial coaching is a different kind of business.

You need financial knowledge and numbering crunching abilities people usually only associate with financial advisors.

You need the ability to help people change their behaviors and mindset which are usually traits associated with business or life coaches.

You also need the drive and discipline of any other entrepreneur running a business.

Being a financial coach takes mastering a unique blend of skills and traits.

It’s one of the many reasons we love being financial coaches and think financial coaches are so freaking awesome.

 That’s why our program doesn’t just focus on financial theories or coaching skills. It covers this trifecta of skills to serve as your foundation.

What You’ll Learn In Financial Coach Academy?

Module 1: Clarity On Who You Are And Who You Serve

Understand your purpose and your Why behind your business. 

LESSON ONE: Why people will hire you

LESSON TWO: Clarify your vision for the business you are building and what you will call yourself

LESSON THREE: Identifying and refining your ideal client

LESSON FOUR: Your business name, tax, license and legal protections

By the end of this lesson, you will have:

• Gained clarity on who you are and who you serve.
• A clear vision for what kind of business you’re creating.
• Identified your niche.
• Learned the challenges your ideal clients are experiencing.
• Embraced where your desire to become a financial coach comes from.
• Begun crafting that into a compelling Why story.
• Picked a business name and chosen a title.
• A good understanding of some administrative and legal steps you can take for your business right now.

Module 2: A Client’s First Experience Working With You

Attracting Clients and How Your Initial Coaching Sessions Go

LESSON ONE: Taking the lead from the first conversation

LESSON TWO: Qualifying a client to confirm coaching readiness

LESSON THREE: Delivering your first session and Wow! the client with clarity and results

LESSON FOUR: Starting to work with your first few clients

By the end of this lesson, you will have:

• Mapped out a client journey for your business.
• Created your sales conversation process.
• Designed and launched your initial coaching session with clients.
• Activated a scheduling software.
• Built a tracking system for leads, prospects, and clients.
• Announced you’re looking for clients (maybe even had a couple practice clients under your belt as well)

Module 3: Building Long-Term Client Relationships Through Amazing Results

Design a client experience they won’t forget – and neither will you!

LESSON ONE: Step-by-step program development and design

LESSON TWO: Dozens of financial concepts delivered with a coaching spin

LESSON THREE: Boundaries and crucial conversations as a coach and entrepreneur

LESSON FOUR: Systems that support you, free up your time and make coaching your clients easier

By the end of this lesson, you will have:

• Designed a coaching program for your business.
• Created really great content that gets your clients results.
• Learned effective coaching skills.
• Explored various financial concepts from a coaching perspective.
• Adopted the four key roles you’ll play as a coach.
• Learned the art of asking effective questions.
• Drafted your Coaching Agreement.
• Designed and launched an onboarding sequence to lead clients through.
• Built a tracking system for your clients’ journey through your program.
• Established important policies to help you establish boundaries and expectations with clients.

Module 4: Selling Your Coaching With Integrity

Invite clients to start and continue their coaching with confidence

LESSON ONE: Bridging the gap

LESSON TWO: Mindset of sales

LESSON THREE: Energy of sales

LESSON FOUR: Scripts and objections

By the end of this lesson, you will have:

• Identified where your clients are today, where they want to be and how your services help to bridge that gap.
• Brainstormed ways your coaching program helps clients to solve their current challenges.
• Reflected on what you appreciate and dislike about sales conversations you’ve experienced.
• Designed a pre-game sales strategy.
• Learned the strategy of “teeing up” your coaching.
• Wrote out pivot statements for your Discovery session.
• Learned how the energy in your workspace impacts your sales conversations.
• Explored various objections you may hear and how you’ll respond to them.
• Identified 10 benefits of your coaching.
• Outlined how you will wrap up your Discovery session for three scenarios that could occur.

Module 5:Marketing Your Coaching 

How to create a brand and a name for yourself so you attract eager clients

LESSON ONE: Developing referral relationships

LESSON TWO: Rocking your social media

LESSON THREE: Creating a killer website

LESSON FOUR: Designing marketing resources

By the end of this lesson, you will have:

• Established goals for your referral marketing and social media marketing.
• Learned strategies for identifying and establishing referral relationships.
• Identified who’s in front of your ideal clients on a regular basis already.
• Brainstormed ways your coaching program helps their clients to solve their current challenges.
• Designed a reach-out strategy for connecting with referral partners (templates provided!).
• Designed a follow-up strategy after a one-to-one with a referral partner.
• Launched a social media strategy for your financial coaching business.
• Outlined a social media content calendar that matches your goals and builds trust with prospects.
• Learned about the key components of your website.
• Wrote out the copy for your website.
• Explored various commercials and taglines you can use to gain the most from the networking meetings you attend.

About Kelsa Dickey

After 7 years as a financial advisor and corporate accountant, I realized that I didn’t want to sell investments and insurance or deal with corporate red tape. I wanted to go after my real passion – helping people with their day-to-day finances, something I truly loved. So in 2010, I quit my corporate job so I could start my own business as a financial coach.

At the time, there were no people doing what I wanted to do (and there are still very few), so I had to start from scratch. I worked out of my den helping friends and my family and created most of my own systems and processes. These same systems and processes have helped launch me as a nationally recognized financial coach are what I cannot wait to teach you in the Academy and the Financial Coaching Toolkit. I’m also the author of the Financial Coaching Playbook – the definitive guide to starting and running a financial coaching business.

Sale Page: Kelsa Dickey – Financial Coach Academy