Financial Coach Academy – Kelsa Dickey

Modules, Lessons, and Topics Covered in the Financial Coach Academy

Module 1

Clarity On Who You Are And Who You Serve

• 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

Module 2 Lessons

• 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 2 Feedback

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Module 3

Building Long-Term Client Relationships Through Amazing Results

Module 3 Lessons

• 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 3 Feedback

Module 4

Selling Your Coaching With Integrity

Module 4 Lessons

• 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 4 Feedback

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Module 5

Marketing Your Coaching 

Module 5 Lessons

• 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.