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Welcome to the Financial Coaches Podcast, where we talk about how to build your coaching practice from startup to scaleup while being the kind of coach your clients crave. Finally, a podcast for Financial Coaches. Your hosts, Maria Casillas and Code Sizemore. Brought to you by New Money Habits and Sizemore Financial Coaching.
The Financial Coaches Podcast is the ultimate resource for financial coaches and professionals dedicated to empowering individuals and transforming lives through financial education and coaching. Hosted by industry experts, Maria Casillas and Cody Sizemore, this podcast brings you insightful discussions, expert interviews, and practical strategies to help you excel in your coaching practice and make a meaningful impact on your clients' financial well-being.
Each episode of The Financial Coaches Podcast is carefully curated to provide valuable insights, actionable tips, and real-world examples to help you navigate the evolving landscape of financial coaching. Whether you're just starting your coaching journey or have years of experience under your belt, this podcast is your go-to destination for continuous learning, professional development, and staying ahead in the industry.
Topics covered on the podcast include client relationship building, goal setting, financial planning, mindset coaching, marketing strategies, pricing structures, technology integration, and much more. With a focus on practical advice and tangible takeaways, you'll gain the knowledge and skills to elevate your coaching practice, attract more clients, and deliver exceptional results.
Join Maria, Cody, and an array of industry experts as they share their insights, best practices, and success stories. Tune in to The Financial Coaches Podcast and be inspired, educated, and motivated to take your coaching practice to new heights.
Whether you're a seasoned financial coach or aspiring to become one, The Financial Coaches Podcast is your trusted companion on the journey to financial coaching excellence. Stay connected with the latest episodes on our website, or subscribe and listen on your preferred podcast platform.
Let's empower individuals, transform lives, and make a positive impact on the world of personal finance through the power of coaching.
214 Episodes
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What if what you’ve been told about retirement has been skewed? In this episode of The Financial Coaches Podcast, Maria and Cody talk about the intentionality between preparing for your future, and embracing and enjoying the present. A concept that a lot of people in the financial industry tend to skew too far in one direction, when really the magic happens somewhere in the middle.
🚨Join The Financial Coaches Network. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches🔥 Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration
✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches
✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network. Join Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial
✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list
🙋♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com
📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact
🎵 Music by Summer School
@newmoneyhabits / @sizemorefinancialcoaching
Have you ever considered doing giveaways? In this episode of The Financial Coaches Podcast, Cody shares how he has utilized giveaways to get prospects on the phone and potentially convert them into clients. Getting creative and having fun with it, is a great way to help propel your business forward.
🚨Join The Financial Coaches Network. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches🔥 Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration
✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches
✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network. Join Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial
✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list
🙋♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com
📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact
🎵 Music by Summer School
@newmoneyhabits / @sizemorefinancialcoaching
Have you ever dived into your clients relationship with money? In this episode of The Financial Coaches Podcast, Maria and Cody talk about what a relationship with money actually is, and how to help your clients find out what theirs is, and how to channel it in a way that really serves them moving forward to accomplish their goals.
🚨Join The Financial Coaches Network. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches🔥 Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration
✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches
✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network. Join Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial
✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list
🙋♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com
📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact
🎵 Music by Summer School
@newmoneyhabits / @sizemorefinancialcoaching
What does it mean to get “beyond the numbers” with your clients? In this episode of The Financial Coaches Podcast Cody and Maria talk about how to get behind the numbers and get to the root of some of the issues that are actually holding your clients back, and how to empower them to crush it moving forward.
🚨Join The Financial Coaches Network. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches🔥 Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration
✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches
✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network. Join Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial
✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list
🙋♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com
📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact
🎵 Music by Summer School
@newmoneyhabits / @sizemorefinancialcoaching
Are your clients and prospects frustrated as to why their financial plan hasn’t been working up until this point? In this episode of The Financial Coaches Podcast, the hosts talk about how often it's not just the numbers that you need to focus on with your clients, but instead the bigger picture. The numbers are great, but it’s not the end-all-be-all, so… what is?
🚨Join The Financial Coaches Network. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches🔥 Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration
✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches
✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network. Join Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial
✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list
🙋♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com
📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact
🎵 Music by Summer School
@newmoneyhabits / @sizemorefinancialcoaching
Do you have a client that has a difficult spouse? In this episode of The Financial Coaches Podcast Cody shares a case study of a client that he is working with that has a spouse that is not working the plan at all, and may even be financially abusing their partner. The hosts talk through the situation and give their perspectives.
🚨Join The Financial Coaches Network. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches🔥 Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration
✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches
✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network. Join Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial
✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list
🙋♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com
📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact
🎵 Music by Summer School
@newmoneyhabits / @sizemorefinancialcoaching
Not sure where to start with budgeting? In this episode of The Financial Coaches Podcast, Cody and Maria discuss the first steps to helping you craft a budget for your clients. This is a critical piece to your business, and if you aren’t completely confident in how you’re doing it now, then this is the episode for you.
🚨Join The Financial Coaches Network. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches🔥 Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration
✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches
✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network. Join Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial
✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list
🙋♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com
📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact
🎵 Music by Summer School
@newmoneyhabits / @sizemorefinancialcoaching
Have you ever had a hard time getting out of the planning stage? In this episode of The Financial Coaches Podcast, Maria and Cody talk about the difference between planning for something and actually doing it, and what it takes to cross that threshold to get it into the space of ACTION and out of PREPARATION.
🚨Join The Financial Coaches Network. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches🔥 Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration
✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches
✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network. Join Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial
✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list
🙋♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com
📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact
🎵 Music by Summer School
@newmoneyhabits / @sizemorefinancialcoaching
Are your goals realistic? In this episode of The Financial Coaches Podcast, Cody shares how he finally hit a goal that he has been chasing for the better half of 3 years. The process of how he set his goals, is actually how it was achievable in the long run.
🚨Join us on Patreon. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches🔥 Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration
✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches
✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network. Join Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial
✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list
🙋♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com
📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact
🎵 Music by Summer School
@newmoneyhabits / @sizemorefinancialcoaching
Have you ever considered the difference between fixing the problem or solving the problem? In this episode of The Financial Coaches Podcast, Cody shares an experience he had where he a realization on this topic and how it can tie into the coaching world.
🚨Join us on Patreon. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches🔥 Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration
✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches
✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network. Join Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial
✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list
🙋♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com
📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact
🎵 Music by Summer School
@newmoneyhabits / @sizemorefinancialcoaching
Is investing in yourself really worth it? In this episode of The Financial Coaches Podcast, Maria and Cody dive into why personal and professional investment is essential for growth as a coach. From improving your skills to expanding your mindset and confidence, they explore the surprising ways investing in yourself can deliver a strong return—not just financially, but emotionally and strategically. Whether you're on the fence or fully bought in, this conversation will challenge you to rethink what it means to bet on yourself.
🚨Join us on Patreon. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches🔥 Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration
✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches
✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network. Join Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial
✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list
🙋♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com
📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact
🎵 Music by Summer School
@newmoneyhabits / @sizemorefinancialcoaching
Celebrate 200 episodes with us! In this episode of The Financial Coaches Podcast, Maria and Cody take a look back at a handful of episodes that stood out to them, and discussed them more in detail. The conversation was powerful at many moments, and is a “must listen”
Episodes discussed:
👉 129 - Embracing Your True Form as a Person & Coach
👉 152 - Start With What You Have
👉 169 - Motivation vs Consistency
👉 181 - Preserving the Ebbs & Flows
🚨Join us on Patreon. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches🔥 Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration
✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches
✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network. Join Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial
✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list
🙋♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com
📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact
🎵 Music by Summer School
@newmoneyhabits / @sizemorefinancialcoaching
Have you or your clients ever compared yourselves to others? In this episode of The Financial Coaches Podcast, Cody and Maria discuss a topic that came up in one of our monthly Coaches Meetups around comparison. The dangers of it of course, but also what you may want to do instead so that you can actually have comparison start to serve you, rather than take your joy away.
🚨Join us on Patreon. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches🔥 Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration
✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches
✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network. Join Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial
✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list
🙋♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com
📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact
🎵 Music by Summer School
@newmoneyhabits / @sizemorefinancialcoaching
Taking full ownership of your coaching practice—and your mindset—is one of the most powerful things you can do for your growth. In this episode of The Financial Coaches Podcast, Maria Casillas and Cody Sizemore explore what it really means to take ownership as a financial coach, and what happens when we don’t. They unpack how blame, avoidance, or waiting for external validation can stunt your progress—and how choosing ownership instead can create momentum, confidence, and impact. Whether you're building your practice or looking to level up, this conversation is a powerful reminder that growth starts with you. Choose wisely.
🚨Join us on Patreon. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches🔥 Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration
✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches
✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network. Join Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial
✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list
🙋♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com
📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact
🎵 Music by Summer School
@newmoneyhabits / @sizemorefinancialcoaching
What do you do if a client wants to file for bankruptcy? In this episode of The Financial Coaches Podcast, Cody shares a case-study of one of his clients that is going to be filing for bankruptcy. The events that led up to this, and how he handled it are important insights to know if you ever have your own client approach you with the same thing.
🚨Join us on Patreon. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches🔥 Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration
✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches
✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network. Join Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial
✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list
🙋♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com
📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact
🎵 Music by Summer School
@newmoneyhabits / @sizemorefinancialcoaching
Are you being distracted from building your practice into what it truly can be? In this episode of The Financial Coaches Podcast, Cody and Maria discuss a post that happened in our Facebook Group (The Financial Coaches Community - By New Money Habits), around being distracted by other opportunities in life, and how that can affect your pipeline of new leads and clients to dry up, causing new challenges to overcome.
🚨Join us on Patreon. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches🔥 Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration
✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches
✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network. Join Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial
✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list
🙋♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com
📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact
🎵 Music by Summer School
@newmoneyhabits / @sizemorefinancialcoaching
Setting boundaries for your clients and leads? In this episode of The Financial Coaches Podcast, Cody shares an experience that he had with a lead that told him “No” twice, and came back for a third time around. The boundaries he set, and how they were healthy and helpful for not just him as a coach, but also for the prospect as well.
🚨Join us on Patreon. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches🔥 Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration
✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches
✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network. Join Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial
✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list
🙋♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com
📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact
🎵 Music by Summer School
@newmoneyhabits / @sizemorefinancialcoaching
Feeling cluttered with your notes? In this episode of The Financial Coaches Podcast, Cody and Maria discuss their practices with how they take notes, what they feel is the most important parts of making them highly effective, and even some tools that can revolutionize the process for you. Pro Tip: Take notes for this episode!
🚨Join us on Patreon. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches🔥 Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration
✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches
✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network. Join Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial
✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list
🙋♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com
📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact
🎵 Music by Summer School
@newmoneyhabits / @sizemorefinancialcoaching
Do your clients have concerns around student loans? In this episode of The Financial Coaches Podcast, the hosts are joined by guest Angie Carlson to talk about all of the ins/outs and new developments in the world of Student Loans.
🚨Join us on Patreon. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches🔥 Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration
✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches
✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network. Join Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial
✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list
🙋♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com
📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact
🎵 Music by Summer School
@newmoneyhabits / @sizemorefinancialcoaching
Want to know how to build an effective funnel? In this episode of The Financial Coaches Podcast, Cody goes further into detail on the backend of what goes into running a highly effective online event.
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🎵 Music by Summer School
@newmoneyhabits / @sizemorefinancialcoaching
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