Kelsa Dickey – Financial Coach Academy
Do you want to become a financial coach but aren’t sure where to start?
Have you tried DIY’ing it with free training, podcasts, and blog posts, but still feel like you’re spinning your wheels?
Do you want to feel absolutely confident in your ability to get clients results?
Does the idea you could make a living, doing work you love, and that actually helps people get you excited?
Do you wish someone would show you precisely how to do all of it?
Great. You’re in the right place.
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. (WARNING: This is a common side effect of completing Module 4.)
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.
Modules, Lessons, and Topics Covered in the Financial Coach Academy
Module 1 Clarity On Who You Are And Who You Serve
Understand your purpose and your Why behind your business.
Module 1 Lessons
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
Module 2 Lessons
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!
Module 3 Lessons
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
Module 4 Lessons
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
Module 5 Lessons
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.
Meet Your Instructors
Jill, Kelsa, Michael, and Jaclyn
Why We Created the Academy
Financial Coaches have the power to change the world. We truly believe that. In fact, it’s why we created the Financial Coach Academy. We love financial coaching. Honestly, we’re a wee bit obsessed.
Our coaching business began with Kelsa Dickey. She had passion for financial coaching and wanted to help everyone take the stress out of managing their money. Literally everyone. (See, obsessed.) But knowing there was just one Kelsa, she knew it wasn’t possible. Who has that kind of time? She grew her team to include her husband Michael and they created the Academy in 2016 to start training more coaches. Since then, they’ve helped hundreds of coaches work their way through the Academy.
But that was just the start. Two of the coaches who’ve taken the course, Jill Emanuel and Jaclyn Wise, joined Kelsa’s team and are now Academy instructors too. We launched a completely revamped and redesigned Academy in 2021 that features everyone on this expanded team.
The Financial Coach Academy is our way to help as many people get financial coaching as possible. By creating a course that is practical and demonstrates everything we have learned over 10 years of financial coaching, we can help more coaches coach more people. So thank you for contributing to our mission because we still love coaching and we still want to help everyone. We are so glad you want to become a financial coach.
> Please contact our team if you have questions, or broken links via our email [email protected]
