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How To Start A Financial Coaching Business: Idea to Launch in 8 Weeks

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How To Start A Financial Coaching Business: Idea to Launch in 8 Weeks

$99
0 ratings

Greetings!

So, you’re here because you are interested in some form, shape or fashion of starting your own financial coaching business and/or you’ve already started one and are feeling stuck.

I wish I had found resources way back in 2009 when I started my entrepreneurial journey and created my first financial coaching business. I really did NOT know what I was doing. It was the Great Recession and I had just been laid off from Merrill Lynch as a Financial Advisor, managing about $4 million. Months later, I had started a LLC in New York City and found myself pounding the pavement, prospecting non-profits, asking them if they were teaching about money. I felt called to serve those who were being overlooked and underserved by the traditional firms and industry overall. I felt they really could benefit from the information I possessed, after helping millionaires grow, preserve and distribute their wealth. Those humble beginnings took me far and did a lot for my entrepreneurial mindset, little did I know at the time.


So, what situation are you in right now that’s got you thinking about starting your own business…


Do you desire more control over your time? See more opportunities to do more of what you want with your time, rather than commuting to the office everyday? Could it be that the clients you see are mandated to see you and this really sucks for you because you know they’re not taking full advantage of what you can offer and you’re not serving to your potential? Is it that you’re ready to increase your income and make more money for what you do, the experience you have and the expertise you possess? Or maybe you’re working at a bank or credit union and they just don’t get it...there are so many things they could be doing, doing better and they won’t and you know it? Are you in an academic setting or financial wellness center and are simply ready to serve the same market, just with your tools, your style, your processes?


Whatever your reason, you must get clear about it because this entrepreneurial journey is not going to be easy and you will need to remind yourself very often as to why you’re choosing this path and for whom you want to serve on this path. Furthermore, you’ll also need to have some kind of business savvy. Not a whole lot AND enough to get started. Everything in divine order. You don’t have to know everything to get started in your financial coaching business. Just the right things. Like what you wonder?


Tools You Can Expect From This E-book

Tools to help shift your mindset as a new entrepreneur from the employee role. This is a different ball game and in the beginning, you play all positions. You’ll find yourself doubting, discouraged and outright down-and-out. However, will you quit? NO! You’ll use the tools you develop to help you combat those moments, keep your energy and momentum going and press forward. Remember, your why.

Tools to help you build the necessary parts of your business to get started. This is the stuff like who you will serve, how you will serve them, what you will charge (yes, you must sell and I know it can be your weakness AND you will have to work through it coach!), how you will market and more. While these are basic building blocks for your financial coaching business, you cannot underestimate the importance of being intentional and planning them out. 

And lastly, tools to actually help you launch your financial coaching business in your state. This is the easiest step of it all and one that I actually encourage you to do sooner than later, simply because once you do it, you’ll create your first win. You need as many wins as you can get in the beginning because you’ll have enough barriers to overcome with everything else. 

These are the tools you can expect to get from this premium e-book. 


You Can Expect To Get RESULTS!

It has everything you need to take your financial coaching business from idea to launch in 8 weeks. Whether you do it in 8 weeks is all up to you, however, you’ll have everything you need to do so. GUARANTEED!

How can I make that guarantee? 

These are the same tools Alexandria used to start, launch and make her first $3,000 from one very short-term project, within 30-days of registering her business and opening the business bank account. 

Not bad for someone who works full-time, LOVES her job and had no intention of quitting anytime soon.

Know what else happened? She got a promotion. Once her employer learned she had taken the Financial Coaching Business Institute’s training and up-leveled her skills, she was promoted to lead a new grant-funded program! Alexandria’s new leadership skills contributed to her being the most qualified staff in her organization to fill this role.

Alexandria did one thing that most coaches are not willing to do...the work. She did everything asked of her in the training and she built her business on her terms, based on her whys and her vision. 



This premium e-book is different from other resources on starting your financial coaching business because it focuses on developing your entrepreneurial mindset, business development tools and strategies, and getting your business started on paper. That is, entrepreneur mindset, business development and launching. Really, this training is about you. 

You’re already a great coach. You just may lack the business skills, the confidence and/or the road map to get started.

With this premium e-book in your toolkit, you have everything you need to take your financial coaching business from idea to launch, on your terms, on your pace. 

No more guessing about how to get started and what you should or shouldn’t do. You have a road map you can follow and adjust to your fit.

Get your premium copy now for $99. Further, did you know that this premium e-book is based on the full How To Start Your Financial Coaching Business on-demand course? That's right! I created this premium e-book as another resource for my fellow coaches to have the RIGHT information they need to get started in their financial coaching business AND at an affordable price.

Purchase Your Copy Now!

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Business Development Topics Covered
10+
Minimum Time To Launch Business
8 weeks
Length
35+ pages
Downloadable worksheets
20+
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