Financial Coach Academy – Financial Coach Training 4.0

Financial Coach Academy – Financial Coach Training 4.0
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  • lastupdatedate-icon Last Updated Date: 12-27-2023
  • size-icon Course Size: 24.9 GB
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Financial Coach Academy – Financial Coach Training 4.0

Financial Coach Academy – Financial Coach Training 4.0 (24.9 GB)

Last Updated Date: 12-27-2023

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Financial Coach Academy – Financial Coach Training 4.0
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01-Financial Coach Academy Core Concepts
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02-BONUS - Coaching Concepts
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03-BONUS - Thinking Like a CEO
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04-BONUS - Advanced Programming
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05-BONUS - Advanced Marketing
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06-BONUS - Corporate Wellness
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07-BONUS - Monthly Coaching Calls
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Financial Coach Academy – Financial Coach Training 4.0
01-Financial Coach Academy Core Concepts
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00-WELCOME TO THE FINANCIAL COACH ACADEMY
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01-MODULE 1- CLARITY ON WHO YOU ARE AND WHO YOU SERVE
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02-MODULE 2- A CLIENT'S FIRST EXPERIENCE WORKING WITH YOU
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03-MODULE 3- BUILDING LONG-TERM RELATIONSHIPS WITH CLIENTS
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04-BONUS MODULE- INTRODUCING THE PLAN AHEAD METHOD™
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05-MODULE 4- SELLING WITH INTEGRITY
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06-MODULE 5- MARKETING YOUR COACHING
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07-CONGRATULATIONS & NEXT STEPS
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My Drive
Data
Financial Coach Academy – Financial Coach Training 4.0
01-Financial Coach Academy Core Concepts
00-WELCOME TO THE FINANCIAL COACH ACADEMY
01-Welcome to FCA - A Message from Your Instructor.mp4
01-Welcome to FCA - A Message from Your Instructor.mp4
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111.4 MB
01-Welcome to FCA - A Message from Your Instructor.png
01-Welcome to FCA - A Message from Your Instructor.png
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269.8 KB
02-Purpose - Why I Created FCA.mp4
02-Purpose - Why I Created FCA.mp4
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91.5 MB
02-Purpose - Why I Created FCA.png
02-Purpose - Why I Created FCA.png
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282.5 KB
03-How to Excel in FCA.mp4
03-How to Excel in FCA.mp4
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131.6 MB
03-How to Excel in FCA.png
03-How to Excel in FCA.png
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276.5 KB
04-Thinkific Tutorial Video.mp4
04-Thinkific Tutorial Video.mp4
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51.6 MB
04-Thinkific Tutorial Video.png
04-Thinkific Tutorial Video.png
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250.3 KB
05-Receive Monthly Coaching as an FCA Coach.png
05-Receive Monthly Coaching as an FCA Coach.png
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73.2 KB
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05-Receive Monthly Coaching as an FCA Coach.rtf
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06-How to Get Help in FCA.png
06-How to Get Help in FCA.png
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80.5 KB
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06-How to Get Help in FCA.rtf
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53.2 KB
My Drive
Data
Financial Coach Academy – Financial Coach Training 4.0
01-Financial Coach Academy Core Concepts
01-MODULE 1- CLARITY ON WHO YOU ARE AND WHO YOU SERVE
Name
Owner
Last modified
File size
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Resources
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01- INTRODUCTION- Why Financial Coaching.mp4
01- INTRODUCTION- Why Financial Coaching.mp4
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49.8 MB
03-LESSON 1- Your Why Story.mp4
03-LESSON 1- Your Why Story.mp4
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209.5 MB
05-Lesson 1- Crafting Your Signature Story with Dr. Karen Dietz Interview.mp4
05-Lesson 1- Crafting Your Signature Story with Dr. Karen Dietz Interview.mp4
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350.8 MB
06-Lesson 1- How Great Leaders Inspire Action Simon Sinek TED Talk.mp4
06-Lesson 1- How Great Leaders Inspire Action Simon Sinek TED Talk.mp4
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133.4 MB
07-LESSON 2- Your Vision of Business Success and Your Title.mp4
07-LESSON 2- Your Vision of Business Success and Your Title.mp4
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105.2 MB
09-LESSON 3- Your Ideal Client.mp4
09-LESSON 3- Your Ideal Client.mp4
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224.8 MB
11-LESSON 4- Your Business Name and Legal Protections.mp4
11-LESSON 4- Your Business Name and Legal Protections.mp4
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110.1 MB
14-Lesson 4- Legally Protecting Yourself as a Financial Coach - Part 1.mp4
14-Lesson 4- Legally Protecting Yourself as a Financial Coach - Part 1.mp4
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72.3 MB
15-Lesson 4- Legally Protecting Yourself as a Financial Coach - Part 2- Insurance_(new).mp4
15-Lesson 4- Legally Protecting Yourself as a Financial Coach - Part 2- Insurance_(new).mp4
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64.3 MB
16-Lesson 4- Legally Protecting Yourself as a Financial Coach - Part 3-.mp4
16-Lesson 4- Legally Protecting Yourself as a Financial Coach - Part 3-.mp4
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114.4 MB
17-Lesson 4- Q and A with a CPA- Business Taxes and Accounting.mp4
17-Lesson 4- Q and A with a CPA- Business Taxes and Accounting.mp4
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Dec 27, 2023 me
287.9 MB
My Drive
Data
Financial Coach Academy – Financial Coach Training 4.0
01-Financial Coach Academy Core Concepts
01-MODULE 1- CLARITY ON WHO YOU ARE AND WHO YOU SERVE
Resources
01- INTRODUCTION- Why Financial Coaching.png
01- INTRODUCTION- Why Financial Coaching.png
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249.9 KB
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02-MODULE 1- RUBRIC.pdf
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02-MODULE 1- RUBRIC.png
02-MODULE 1- RUBRIC.png
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129.9 KB
03-LESSON 1- Your Why Story.png
03-LESSON 1- Your Why Story.png
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245.1 KB
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04-FCA111FindYourWhy-210204-173355.pdf
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160.8 KB
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04-FCA112StoryStructuresThatInspireInfluence-210204-173400.pdf
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88.2 KB
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04-FCA113TheGoldenCircle-210204-173403.pdf
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308.7 KB
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04-FINESSEFCA114Your7SignatureStories-210204-173405.pdf
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04-Lesson 1- Handouts.png
04-Lesson 1- Handouts.png
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66.3 KB
05-Lesson 1- Crafting Your Signature Story with Dr. Karen Dietz.png
05-Lesson 1- Crafting Your Signature Story with Dr. Karen Dietz.png
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554.8 KB
06-Lesson 1- How Great Leaders Inspire Action Simon Sinek TED Talk.png
06-Lesson 1- How Great Leaders Inspire Action Simon Sinek TED Talk.png
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1 MB
07-LESSON 2- Your Vision of Business Success and Your Title.png
07-LESSON 2- Your Vision of Business Success and Your Title.png
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274 KB
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08-FCA121TheVisionIHaveForMyBusiness-210204-173438.pdf
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181.1 KB
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08-FCA122WhatKindofBusinessDoIWant_-210204-173443.pdf
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175.1 KB
08-Lesson 2- Handouts.png
08-Lesson 2- Handouts.png
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09-LESSON 3- Your Ideal Client.png
09-LESSON 3- Your Ideal Client.png
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10-FCA131FindYourDreamClientProfile-210204-173527.pdf
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10-FCA132MindMappingPart110Topics-210204-173532.pdf
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10-FCA133MindMappingPart2SUP2ERScores-220308-141310.pdf
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10-FCA134MindMappingPart3FindYourIdealClient-210204-173537.pdf
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10-Lesson 3- Handouts.png
10-Lesson 3- Handouts.png
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11-LESSON 4- Your Business Name and Legal Protections.png
11-LESSON 4- Your Business Name and Legal Protections.png
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272.5 KB
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12-FCA141ChoosingaBusinessName-210204-173640.pdf
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12-Lesson 4- Handouts.png
12-Lesson 4- Handouts.png
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57.6 KB
13-Lesson 4- Supplemental Videos Introduction.png
13-Lesson 4- Supplemental Videos Introduction.png
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13-Lesson 4- Supplemental Videos Introduction.rtf
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14-Lesson 4- Legally Protecting Yourself as a Financial Coach 1.png
14-Lesson 4- Legally Protecting Yourself as a Financial Coach 1.png
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15-Lesson 4- Part 2png
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16-Lesson 4- Legally Protecting Yourself as a Financial Coach - Part 3.png
16-Lesson 4- Legally Protecting Yourself as a Financial Coach - Part 3.png
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17-Lesson 4- Q and A with a CPA- Business Taxes and Accounting.png
17-Lesson 4- Q and A with a CPA- Business Taxes and Accounting.png
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18-MODULE 1- GET SUPPORT HERE.png
18-MODULE 1- GET SUPPORT HERE.png
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18-MODULE 1- GET SUPPORT HERE.rtf
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19-MODULE 1- FEEDBACK FORM.png
19-MODULE 1- FEEDBACK FORM.png
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20-(FINESSE) Lesson 4- Insurance for Financial Coaches.png
20-(FINESSE) Lesson 4- Insurance for Financial Coaches.png
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80.7 KB
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20-(FINESSE) Lesson 4- Insurance for Financial Coaches.rtf
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My Drive
Data
Financial Coach Academy – Financial Coach Training 4.0
01-Financial Coach Academy Core Concepts
02-MODULE 2- A CLIENT'S FIRST EXPERIENCE WORKING WITH YOU
Name
Owner
Last modified
File size
folder icon
Resources
me
Dec 27, 2023 me
01-INTRODUCTION- Overview of the Client Journey Roadmap.mp4
01-INTRODUCTION- Overview of the Client Journey Roadmap.mp4
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131.7 MB
03-LESSON 1- Creating First Impressions and Onboarding.mp4
03-LESSON 1- Creating First Impressions and Onboarding.mp4
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359.6 MB
05-Lesson 1- Tech Tutorial - Using Acuity for Scheduling.mp4
05-Lesson 1- Tech Tutorial - Using Acuity for Scheduling.mp4
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373.7 MB
07-Lesson 1- Tech Tutorial - Staying Organized with Streak (optional).mp4
07-Lesson 1- Tech Tutorial - Staying Organized with Streak (optional).mp4
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379 MB
09-Lesson 1- Tech Tutorial - Staying Organized with Asana (optional).mp4
09-Lesson 1- Tech Tutorial - Staying Organized with Asana (optional).mp4
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356 MB
11-Lesson 1- Tech Tutorial - Staying Organized with Trello (optional).mp4
11-Lesson 1- Tech Tutorial - Staying Organized with Trello (optional).mp4
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254.1 MB
13-LESSON 2- Qualifying a Client.mp4
13-LESSON 2- Qualifying a Client.mp4
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491.2 MB
15-LESSON 3- Delivering Your First Session.mp4
15-LESSON 3- Delivering Your First Session.mp4
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626.9 MB
17-Lesson 3- Discovery Session Example.mp4
17-Lesson 3- Discovery Session Example.mp4
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729 MB
18-Lesson 3- Tech Tutorial - Using JotForm for Questionnaires.mp4
18-Lesson 3- Tech Tutorial - Using JotForm for Questionnaires.mp4
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228.2 MB
20-Lesson 3- Tech Tutorial - Using Google Forms for Questionnaires (optional)_(new).mp4
20-Lesson 3- Tech Tutorial - Using Google Forms for Questionnaires (optional)_(new).mp4
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235.5 MB
22-Lesson 3- Tech Tutorial - Sharing Google DocsSheets with Clients (optional)_(new).mp4
22-Lesson 3- Tech Tutorial - Sharing Google DocsSheets with Clients (optional)_(new).mp4
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212.4 MB
23-LESSON 4- Working with Beta Clients.mp4
23-LESSON 4- Working with Beta Clients.mp4
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354.8 MB
26-(FINESSE) Lesson 1- Tech Tutorial - Using Google Calendar with Acuity_(new).mp4
26-(FINESSE) Lesson 1- Tech Tutorial - Using Google Calendar with Acuity_(new).mp4
me
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112.8 MB
My Drive
Data
Financial Coach Academy – Financial Coach Training 4.0
01-Financial Coach Academy Core Concepts
02-MODULE 2- A CLIENT'S FIRST EXPERIENCE WORKING WITH YOU
Resources
01-INTRODUCTION- Overview of the Client Journey Roadmap.png
01-INTRODUCTION- Overview of the Client Journey Roadmap.png
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292.7 KB
pdf icon
02-MODULE 2- RUBRIC.pdf
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426.5 KB
02-MODULE 2- RUBRIC.png
02-MODULE 2- RUBRIC.png
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209 KB
03-LESSON 1- Creating First Impressions and Onboarding.png
03-LESSON 1- Creating First Impressions and Onboarding.png
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276 KB
pdf icon
04-FCA211ClientJourneyRoadmap-210204-180428.pdf
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604.8 KB
04-Lesson 1- Handouts.png
04-Lesson 1- Handouts.png
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56.5 KB
05-Lesson 1- Tech Tutorial - Using Acuity for Scheduling.png
05-Lesson 1- Tech Tutorial - Using Acuity for Scheduling.png
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265.1 KB
06-Lesson 1- Tech Tutorial - Using Acuity for Scheduling Timestamps.png
06-Lesson 1- Tech Tutorial - Using Acuity for Scheduling Timestamps.png
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other icon
06-Lesson 1- Tech Tutorial - Using Acuity for Scheduling Timestamps.rtf
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52.3 KB
07-Lesson 1- Tech Tutorial - Staying Organized with Streak (optional).png
07-Lesson 1- Tech Tutorial - Staying Organized with Streak (optional).png
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269.1 KB
08-Lesson 1- Tech Tutorial - Staying Organized with Streak Timestamps.png
08-Lesson 1- Tech Tutorial - Staying Organized with Streak Timestamps.png
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66.8 KB
other icon
08-Lesson 1- Tech Tutorial - Staying Organized with Streak Timestamps.rtf
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51 KB
09-Lesson 1- Tech Tutorial - Staying Organized with Asana (optional).png
09-Lesson 1- Tech Tutorial - Staying Organized with Asana (optional).png
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269.7 KB
10-Lesson 1- Tech Tutorial - Staying Organized with Asana Timestamps.png
10-Lesson 1- Tech Tutorial - Staying Organized with Asana Timestamps.png
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other icon
10-Lesson 1- Tech Tutorial - Staying Organized with Asana Timestamps.rtf
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46.7 KB
11-Lesson 1- Tech Tutorial - Staying Organized with Trello (optional).png
11-Lesson 1- Tech Tutorial - Staying Organized with Trello (optional).png
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267.9 KB
12-Lesson 1- Tech Tutorial - Staying Organized with Trello Timestamps.png
12-Lesson 1- Tech Tutorial - Staying Organized with Trello Timestamps.png
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64.8 KB
other icon
12-Lesson 1- Tech Tutorial - Staying Organized with Trello Timestamps.rtf
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46.5 KB
13-LESSON 2- Qualifying a Client.png
13-LESSON 2- Qualifying a Client.png
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258.4 KB
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14-FCA221QuickAuditFramework-210204-212201.pdf
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168.6 KB
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14-FCA222QuickAuditExample-211223-131119.pdf
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243.7 KB
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14-FCA223QuickAuditNoteTakingSheet-210204-212217.pdf
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161.9 KB
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14-FCA224QuickAuditEmails-210204-212229.pdf
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753.7 KB
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14-FCA224QuickAuditEmails-210204-212229_new.pdf
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773.6 KB
14-Lesson 2- Handouts.png
14-Lesson 2- Handouts.png
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61.4 KB
15-LESSON 3- Delivering Your First Session.png
15-LESSON 3- Delivering Your First Session.png
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268.3 KB
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16-FCA231DiscoverySessionFramework-210204-180723.pdf
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191.7 KB
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16-FCA232DesignYourDiscoverySession-210204-180731.pdf
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215.1 KB
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16-FCA233DiscoverySessionAgreement-210204-180735.pdf
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67.8 KB
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16-FCA234DiscoverySessionConfirmationEmail-210219-165241.pdf
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16-FCA235DiscoverySessionReminderEmail-210204-180758.pdf
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59.3 KB
16-Lesson 3- Handouts.png
16-Lesson 3- Handouts.png
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70.4 KB
17-Lesson 3- Discovery Session Example.png
17-Lesson 3- Discovery Session Example.png
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18-Lesson 3- Tech Tutorial - Using JotForm for Questionnaires.png
18-Lesson 3- Tech Tutorial - Using JotForm for Questionnaires.png
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19-Lesson 3.png
19-Lesson 3.png
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19-Lesson 3.rtf
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20-Lesson 3- Tech Tutorial.png
20-Lesson 3- Tech Tutorial.png
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21-Lesson 3- Tech Tutorial.png
21-Lesson 3- Tech Tutorial.png
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21-Lesson 3- Tech Tutorial rtf
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22-Lesson 3- Tech Tutorial.png
22-Lesson 3- Tech Tutorial.png
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23-LESSON 4- Working with Beta Clients.png
23-LESSON 4- Working with Beta Clients.png
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24-MODULE 2- GET SUPPORT HERE.png
24-MODULE 2- GET SUPPORT HERE.png
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24-MODULE 2- GET SUPPORT HERE.rtf
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25-MODULE 2- FEEDBACK FORM.png
25-MODULE 2- FEEDBACK FORM.png
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126.1 KB
26-(FINESSE) Using Google Calendar with Acuity.png
26-(FINESSE) Using Google Calendar with Acuity.png
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267.5 KB
My Drive
Data
Financial Coach Academy – Financial Coach Training 4.0
01-Financial Coach Academy Core Concepts
03-MODULE 3- BUILDING LONG-TERM RELATIONSHIPS WITH CLIENTS
Name
Owner
Last modified
File size
folder icon
Resources
me
Dec 27, 2023 me
01- INTRODUCTION- Program Design.mp4
01- INTRODUCTION- Program Design.mp4
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73.5 MB
03-LESSON 1- Program Development and Design.mp4
03-LESSON 1- Program Development and Design.mp4
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738.6 MB
05-Lesson 1- Client Journey Example.mp4
05-Lesson 1- Client Journey Example.mp4
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179 MB
06-LESSON 2- Effective Coaching and Content Creation.mp4
06-LESSON 2- Effective Coaching and Content Creation.mp4
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580.3 MB
08-Lesson 2- How to Create Content - Group Brainstorm Session.mp4
08-Lesson 2- How to Create Content - Group Brainstorm Session.mp4
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394.8 MB
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09-Lesson 2- How to Create Content - Group Brainstorm Session (Audio Only).m4a
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21.4 MB
10-LESSON 3- Boundaries and Crucial Conversations.mp4
10-LESSON 3- Boundaries and Crucial Conversations.mp4
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201.1 MB
12-Lesson 3- Tech Tutorial - Using JotForm to Send and Sign Coaching Agreements_(new).mp4
12-Lesson 3- Tech Tutorial - Using JotForm to Send and Sign Coaching Agreements_(new).mp4
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95 MB
13-Lesson 3 - Using HelloSign to Send and Sign Coaching Agreements.mp4
13-Lesson 3 - Using HelloSign to Send and Sign Coaching Agreements.mp4
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48.7 MB
14-Lesson 3 - Using Google Forms to Send and Sign Coaching Agreements_(new).mp4
14-Lesson 3 - Using Google Forms to Send and Sign Coaching Agreements_(new).mp4
me
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91.9 MB
15-LESSON 4- Support Your Business with Systems.mp4
15-LESSON 4- Support Your Business with Systems.mp4
me
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321.9 MB
My Drive
Data
Financial Coach Academy – Financial Coach Training 4.0
01-Financial Coach Academy Core Concepts
03-MODULE 3- BUILDING LONG-TERM RELATIONSHIPS WITH CLIENTS
Resources
01- INTRODUCTION- Program Design.png
01- INTRODUCTION- Program Design.png
me
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294.2 KB
pdf icon
02-MODULE 3- RUBRIC.pdf
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321.7 KB
02-MODULE 3- RUBRIC.png
02-MODULE 3- RUBRIC.png
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146 KB
03-LESSON 1- Program Development and Design.png
03-LESSON 1- Program Development and Design.png
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272.4 KB
pdf icon
04-FCA312TheRippleEffect-210218-141840.pdf
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183.9 KB
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04-FCA313CoachingProgramFlier-220303-164551.pdf
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896.7 KB
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04-FCA313CoachingProgramFlier-220303-164551_new.pdf
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902.2 KB
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04-FCA314MoneySkillsTracker-210223-170554.pdf
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65.6 KB
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04-FCAModule311DesignYourCoachingProgram-210223-170457.pdf
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201.8 KB
04-Lesson 1- Handouts.png
04-Lesson 1- Handouts.png
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64 KB
05-Lesson 1- Client Journey Example.png
05-Lesson 1- Client Journey Example.png
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668.1 KB
06-LESSON 2- Effective Coaching and Content Creation.png
06-LESSON 2- Effective Coaching and Content Creation.png
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284 KB
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07-ContentTemplate-210224-124910.pdf
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49.6 KB
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07-FCA323ContentCreationFramework-210218-142545.pdf
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192.8 KB
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07-FCA324EffectiveCoachingQuestions1-210225-064936.pdf
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199.6 KB
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07-FCA325IdentifyingYourThreeValues-210223-170755.pdf
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764.4 KB
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07-FCA325IdentifyingYourThreeValues-210223-170755_new.pdf
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779.9 KB
xls icon
07-FCA326ContentLibrary-210223-170857.xlsx
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07-FCAModule321FourKeyRolesofaFinancialCoach-210218-195919.pdf
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07-FCAModule322ClientExerciseIdeation2-210223-181354.pdf
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07-Lesson 2- Handouts.png
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08-Lesson 2- How to Create Content - Group Brainstorm Session.png
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09-Lesson 2- How to Create Content - Group Brainstorm Session .png
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10-LESSON 3- Boundaries and Crucial Conversations.png
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11-FCA331SixMonthCoachingAgreement-210225-135525.pdf
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11-Lesson 3- Handouts.png
11-Lesson 3- Handouts.png
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12-Lesson 3- Tech Tutorial.png
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13-Lesson 3- Tech Tutorial .png
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15-LESSON 4- Support Your Business with Systems.png
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16-Lesson 4- Handouts.png
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16FCA341WelcometoCoachingEmail-210223-180348.pdf
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16FCA342CoachingSessionEmails-210223-180350.pdf
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16FCA343ClientIncomeTracker-220303-182331.xlsx
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16FCA344ClientSessionTracker-220303-182840.xlsx
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16FCA345TestimonialReleaseForm-220303-182331.pdf
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17-MODULE 3- GET SUPPORT HERE.png
17-MODULE 3- GET SUPPORT HERE.png
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17-MODULE 3- GET SUPPORT HERE.rtf
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18-MODULE 3- FEEDBACK FORM.png
18-MODULE 3- FEEDBACK FORM.png
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My Drive
Data
Financial Coach Academy – Financial Coach Training 4.0
01-Financial Coach Academy Core Concepts
04-BONUS MODULE- INTRODUCING THE PLAN AHEAD METHOD™
01-INTRODUCTION- What is the Plan Ahead Budgeting Method.png
01-INTRODUCTION- What is the Plan Ahead Budgeting Method.png
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01-INTRODUCTION- What is the Plan Ahead Budgeting Method.rtf
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02-VIDEO- Introducing the Plan Ahead Budgeting Method.mp4
02-VIDEO- Introducing the Plan Ahead Budgeting Method.mp4
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02-VIDEO- Introducing the Plan Ahead Budgeting Method.png
02-VIDEO- Introducing the Plan Ahead Budgeting Method.png
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03-Budget Templates- Plan Ahead Budgeting Method.png
03-Budget Templates- Plan Ahead Budgeting Method.png
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03-FCABonusHandoutPlanAheadMethodTemplateBiWeekly-230317-131823.xlsx
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03-FCABonusHandoutPlanAheadMethodTemplateWeekly-230317-131823.xlsx
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04-Bonus Tutorial- How to Use Your Plan Ahead Method Budget.mp4
04-Bonus Tutorial- How to Use Your Plan Ahead Method Budget.mp4
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04-Bonus Tutorial- How to Use Your Plan Ahead Method Budget.png
04-Bonus Tutorial- How to Use Your Plan Ahead Method Budget.png
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05-Bonus Tutorial- How to Track Bills on Your Plan Ahead Method Budget.mp4
05-Bonus Tutorial- How to Track Bills on Your Plan Ahead Method Budget.mp4
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05-Bonus Tutorial- How to Track Bills on Your Plan Ahead Method Budget.png
05-Bonus Tutorial- How to Track Bills on Your Plan Ahead Method Budget.png
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1 MB
My Drive
Data
Financial Coach Academy – Financial Coach Training 4.0
01-Financial Coach Academy Core Concepts
05-MODULE 4- SELLING WITH INTEGRITY
01- INTRODUCTION- Why are sales conversations are so important.mp4
01- INTRODUCTION- Why are sales conversations are so important.mp4
me
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01- INTRODUCTION- Why are sales conversations are so important.png
01- INTRODUCTION- Why are sales conversations are so important.png
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02-MODULE 4- RUBRIC.pdf
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02-MODULE 4- RUBRIC.png
02-MODULE 4- RUBRIC.png
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03-401ScriptSheet-210210-181401.pdf
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03-MODULE 4- SCRIPT SHEET.png
03-MODULE 4- SCRIPT SHEET.png
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04-LESSON 1- Bridging the Gap.mp4
04-LESSON 1- Bridging the Gap.mp4
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04-LESSON 1- Bridging the Gap.png
04-LESSON 1- Bridging the Gap.png
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05-411BridgingtheGap-210211-213313.pdf
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05-Lesson 1- Handouts.png
05-Lesson 1- Handouts.png
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06-LESSON 2- Mindset of Sales.mp4
06-LESSON 2- Mindset of Sales.mp4
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06-LESSON 2- Mindset of Sales.png
06-LESSON 2- Mindset of Sales.png
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07-FCA421MindsetofSales-210212-173250.pdf
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07-Lesson 2- Handouts.png
07-Lesson 2- Handouts.png
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08-LESSON 3- Energy of Sales.mp4
08-LESSON 3- Energy of Sales.mp4
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08-LESSON 3- Energy of Sales.png
08-LESSON 3- Energy of Sales.png
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09-431EnergyofSales-210211-213607.pdf
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09-Lesson 3- Handouts.png
09-Lesson 3- Handouts.png
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10-LESSON 4- Scripts and Objections.mp4
10-LESSON 4- Scripts and Objections.mp4
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10-LESSON 4- Scripts and Objections.png
10-LESSON 4- Scripts and Objections.png
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11-441OvercomeSpecificObjections-210211-213642.pdf
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11-442ScriptsandObjections-210211-213642.pdf
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11-443PracticingYourSalesSkills-210211-213642.pdf
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11-Lesson 4- Handouts.png
11-Lesson 4- Handouts.png
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12-MODULE 4- GET SUPPORT HERE.png
12-MODULE 4- GET SUPPORT HERE.png
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12-MODULE 4- GET SUPPORT HERE.rtf
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13-MODULE 4- FEEDBACK FORM.png
13-MODULE 4- FEEDBACK FORM.png
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My Drive
Data
Financial Coach Academy – Financial Coach Training 4.0
01-Financial Coach Academy Core Concepts
06-MODULE 5- MARKETING YOUR COACHING
Name
Owner
Last modified
File size
folder icon
Resources
me
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01-INTRODUCTION- Marketing Purpose and Overview.mp4
01-INTRODUCTION- Marketing Purpose and Overview.mp4
me
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80.6 MB
03-LESSON 1- Developing Referral Relationships.mp4
03-LESSON 1- Developing Referral Relationships.mp4
me
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779.3 MB
05-LESSON 2- Rocking Your Social Media.mp4
05-LESSON 2- Rocking Your Social Media.mp4
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308.1 MB
07-Lesson 2- Social Media Success Video.mp4
07-Lesson 2- Social Media Success Video.mp4
me
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253.6 MB
08-LESSON 3- Creating a Killer Website.mp4
08-LESSON 3- Creating a Killer Website.mp4
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339.1 MB
10-LESSON 4- Designing Marketing Resources.mp4
10-LESSON 4- Designing Marketing Resources.mp4
me
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319.3 MB
12-Lesson 4- Tech Tutorial - Using Canva for Graphic Design.mp4
12-Lesson 4- Tech Tutorial - Using Canva for Graphic Design.mp4
me
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466.2 MB
15-(FINESSE) Lesson 1-How to Gamify Your Prospecting Interview.mp4
15-(FINESSE) Lesson 1-How to Gamify Your Prospecting Interview.mp4
me
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481.8 MB
My Drive
Data
Financial Coach Academy – Financial Coach Training 4.0
01-Financial Coach Academy Core Concepts
06-MODULE 5- MARKETING YOUR COACHING
Resources
01-INTRODUCTION- Marketing Purpose and Overview.png
01-INTRODUCTION- Marketing Purpose and Overview.png
me
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274.5 KB
pdf icon
02-MODULE 5- RUBRIC.pdf
me
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422 KB
02-MODULE 5- RUBRIC.png
02-MODULE 5- RUBRIC.png
me
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197.3 KB
03-LESSON 1- Developing Referral Relationships.png
03-LESSON 1- Developing Referral Relationships.png
me
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273.3 KB
pdf icon
04-FCA511ListofNetworkingGroups-210426-170238.pdf
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168.2 KB
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04-FCA512IdentifyYourIdealReferralPartners-220303-184526.pdf
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04-FCA513PrepareforOnetoOneandNetworkingMeetings-210424-173130.pdf
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04-FCA514FollowUpAfterOnetoOneandNetworkingMeetings-210424-173132.pdf
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04-Lesson 1- Handouts.png
04-Lesson 1- Handouts.png
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64.4 KB
05-LESSON 2- Rocking Your Social Media.png
05-LESSON 2- Rocking Your Social Media.png
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267.4 KB
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06-FCA521PlanYourSocialMediaProfile1-210420-132722.pdf
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152.1 KB
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06-FCA522PlanYourSocialMediaContent1-210420-132727.pdf
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06-Lesson 2- Handouts.png
06-Lesson 2- Handouts.png
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59 KB
07-Lesson 2- Social Media Success Video.png
07-Lesson 2- Social Media Success Video.png
me
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328.2 KB
08-LESSON 3- Creating a Killer Website.png
08-LESSON 3- Creating a Killer Website.png
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265.6 KB
pdf icon
09-FCA531CreatingaKillerWebsiteSlideDeck-210424-173357.pdf
me
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3.1 MB
pdf icon
09-FCA531CreatingaKillerWebsiteSlideDeck-210424-173357_new.pdf
me
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3.2 MB
09-Lesson 3- Handouts.png
09-Lesson 3- Handouts.png
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56.5 KB
10-LESSON 4- Designing Marketing Resources.png
10-LESSON 4- Designing Marketing Resources.png
me
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273.5 KB
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11-FCA541ReferralPartnersFinancialAdvisorsFlierPart1Front-220303-184941.pdf
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733 KB
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11-FCA541ReferralPartnersFinancialAdvisorsFlierPart1Front-220303-184941_new.pdf
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11-FCA542ReferralPartnersFinancialAdvisorsFlierPart2Back-220303-184945.pdf
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7.4 MB
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11-FCA542ReferralPartnersFinancialAdvisorsFlierPart2Back-220303-184945_new.pdf
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7.2 MB
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11-FCA543PrivacyReleaseForm-210424-173608.pdf
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11-FCA544ReferralPartnersFinancialAdvisorsWebpage-210424-173620.pdf
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11-Lesson 4- Handouts.png
11-Lesson 4- Handouts.png
me
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64.8 KB
12-Lesson 4- Tech Tutorial - Using Canva for Graphic Design.png
12-Lesson 4- Tech Tutorial - Using Canva for Graphic Design.png
me
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267.3 KB
13-GET SUPPORT HERE.png
13-GET SUPPORT HERE.png
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75 KB
other icon
13-GET SUPPORT HERE.rtf
me
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44.8 KB
14-MODULE 5- FEEDBACK FORM.png
14-MODULE 5- FEEDBACK FORM.png
me
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122.5 KB
15-(FINESSE) Lesson 1-How to Gamify Your Prospecting Interview.png
15-(FINESSE) Lesson 1-How to Gamify Your Prospecting Interview.png
me
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439.4 KB
My Drive
Data
Financial Coach Academy – Financial Coach Training 4.0
01-Financial Coach Academy Core Concepts
07-CONGRATULATIONS & NEXT STEPS
01-Where to Go from Here.mp4
01-Where to Go from Here.mp4
me
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37.5 MB
01-Where to Go from Here.png
01-Where to Go from Here.png
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299.1 KB
02-Graduation Seal.png
02-Graduation Seal.png
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53.4 KB
02-fcagraduatebadgelogoweb72dpi-210209-062847.png
02-fcagraduatebadgelogoweb72dpi-210209-062847.png
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03-FCA Graduate Marketing Content.png
03-FCA Graduate Marketing Content.png
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72.5 KB
other icon
03-FCA Graduate Marketing Content.rtf
me
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48.8 KB
My Drive
Data
Financial Coach Academy – Financial Coach Training 4.0
02-BONUS - Coaching Concepts
Name
Owner
Last modified
File size
folder icon
00-Welcome to the Financial Coaching Concepts Bonus Module
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01-LESSON 1- Foundational Exercises
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02-LESSON 2- Planning Ahead
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03-LESSON 3- Goals, Rewards & Milestones
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04-LESSON 4- Behavioral
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05-LESSON 5- Couples & Communication
me
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06-LESSON 6- Business Strategies
me
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07-LESSON 7- Income
me
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folder icon
08-LESSON 8- Mindset
me
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folder icon
09-LESSON 9- Long Term Vision
me
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My Drive
Data
Financial Coach Academy – Financial Coach Training 4.0
02-BONUS - Coaching Concepts
00-Welcome to the Financial Coaching Concepts Bonus Module
INTRODUCTION Financial Coaching Concepts.png
INTRODUCTION Financial Coaching Concepts.png
me
Dec 27, 2023 me
62.5 KB
My Drive
Data
Financial Coach Academy – Financial Coach Training 4.0
02-BONUS - Coaching Concepts
01-LESSON 1- Foundational Exercises
01- LESSON 1.1- Emergency Budget - INTRODUCTION.png
01- LESSON 1.1- Emergency Budget - INTRODUCTION.png
me
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72.2 KB
02-Lesson 1.1- Emergency Budget - VIDEO.mp4
02-Lesson 1.1- Emergency Budget - VIDEO.mp4
me
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167.9 MB
02-Lesson 1.1- Emergency Budget - VIDEO.png
02-Lesson 1.1- Emergency Budget - VIDEO.png
me
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406 KB
pdf icon
03-Lesson 1.1 - Emergency Budget - HANDOUT.pdf
me
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17.2 MB
03-Lesson 1.1 - Emergency Budget - HANDOUT.png
03-Lesson 1.1 - Emergency Budget - HANDOUT.png
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161.6 KB
pdf icon
03-Lesson 1.1 - Emergency Budget - HANDOUT_new.pdf
me
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17.2 MB
04-Lesson 1.2 - Financial Principles - INTRODUCTION.png
04-Lesson 1.2 - Financial Principles - INTRODUCTION.png
me
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71.3 KB
05-Lesson 1.2 - Financial Principles - VIDEO.mp4
05-Lesson 1.2 - Financial Principles - VIDEO.mp4
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253.9 MB
05-Lesson 1.2 - Financial Principles - VIDEO.png
05-Lesson 1.2 - Financial Principles - VIDEO.png
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06-Lesson 1.2 -Financial Principles - HANDOUT.pdf
me
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06-Lesson 1.2 -Financial Principles - HANDOUT.png
06-Lesson 1.2 -Financial Principles - HANDOUT.png
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07-Lesson 1.3 - Net Worth - INTRODUCTION.png
07-Lesson 1.3 - Net Worth - INTRODUCTION.png
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70.3 KB
08-Lesson 1.3 - Net Worth - VIDEO.mp4
08-Lesson 1.3 - Net Worth - VIDEO.mp4
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08-Lesson 1.3 - Net Worth - VIDEO.png
08-Lesson 1.3 - Net Worth - VIDEO.png
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09-Lesson 1.3 - Net Worth - HANDOUT.pdf
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09-Lesson 1.3 - Net Worth - HANDOUT.png
09-Lesson 1.3 - Net Worth - HANDOUT.png
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09-Lesson 1.3 - Net Worth - HANDOUT_new.pdf
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10-Lesson 1.3- Net Worth - WORKSHEET.png
10-Lesson 1.3- Net Worth - WORKSHEET.png
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10-NetWorthWorksheet2-200327-155749.xlsx
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11-Lesson 1.4 - Savings Rate - INTRODUCTION.png
11-Lesson 1.4 - Savings Rate - INTRODUCTION.png
me
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73.7 KB
12-LESSON 1.4- Savings Rate - VIDEO.mp4
12-LESSON 1.4- Savings Rate - VIDEO.mp4
me
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213.4 MB
12-LESSON 1.4- Savings Rate - VIDEO.png
12-LESSON 1.4- Savings Rate - VIDEO.png
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13-LESSON 1.4 - Savings Rate - HANDOUT.pdf
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13-LESSON 1.4 - Savings Rate - HANDOUT.png
13-LESSON 1.4 - Savings Rate - HANDOUT.png
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13-LESSON 1.4 - Savings Rate - HANDOUT_new.pdf
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14-KnowandGrowYourSavingsRate-210107-073310.xlsx
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14-LESSON 1.4 - Savings Rate - Know and Grow Your Savings -.png
14-LESSON 1.4 - Savings Rate - Know and Grow Your Savings -.png
me
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My Drive
Data
Financial Coach Academy – Financial Coach Training 4.0
02-BONUS - Coaching Concepts
02-LESSON 2- Planning Ahead
01-Lesson 2.1 - Annual Planner-Month by Month Calendar -INTRODUCTION.png
01-Lesson 2.1 - Annual Planner-Month by Month Calendar -INTRODUCTION.png
me
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02-Lesson 2.1 - Annual Planner-Month by Month Calendar - VIDEO.mp4
02-Lesson 2.1 - Annual Planner-Month by Month Calendar - VIDEO.mp4
me
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02-Lesson 2.1 - Annual Planner-Month by Month Calendar - VIDEO.png
02-Lesson 2.1 - Annual Planner-Month by Month Calendar - VIDEO.png
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03-Lesson 2.1 - Annual Planner-Month by Month Calendar - HANDOUT.png
03-Lesson 2.1 - Annual Planner-Month by Month Calendar - HANDOUT.png
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03-PlanningAheadMonthbyMonthCalendar-200402-085250.xlsx
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04-Lesson 2.2- Planning Ahead Worksheets Galore - INTRODUCTION.png
04-Lesson 2.2- Planning Ahead Worksheets Galore - INTRODUCTION.png
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05-CarMaintenance15392048892131569378470081-200408-213637.xlsx
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05-HomeMaintenance15392049062461569378466099-200408-213637.xlsx
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05-IU9muIAfTE6aYujYEDvA_Travelplanner15392054251701569378289149-200408-213637.xlsx
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05-ImKC2PTLTiy8HfpyCf6u_Newbabybudget15426715018481569378243759-200408-213637.xlsx
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05-Lesson 2.2 - Planning Ahead Worksheets Galore - HANDOUT.png
05-Lesson 2.2 - Planning Ahead Worksheets Galore - HANDOUT.png
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05-MedicalExpenseTracker15392051384461569378286799-200408-213637.xlsx
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05-Subscriptiontracker15392050335401569378283240-200408-213637.xlsx
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05-UltimateWeddingBudgetWorksheet15426714669891569378239050-200408-213637.xlsx
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05-holidaygiftbuying-200408-213619.pdf
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05-holidaygiftbuying-200408-213619_new.pdf
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4.6 MB
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Data
Financial Coach Academy – Financial Coach Training 4.0
02-BONUS - Coaching Concepts
03-LESSON 3- Goals, Rewards & Milestones
01- Lesson 3.1 - Goal Setting - INTRODUCTION.png
01- Lesson 3.1 - Goal Setting - INTRODUCTION.png
me
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02-Lesson 3.1 - Goal Setting - VIDEO.mp4
02-Lesson 3.1 - Goal Setting - VIDEO.mp4
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02-Lesson 3.1 - Goal Setting - VIDEO.png
02-Lesson 3.1 - Goal Setting - VIDEO.png
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03-Lesson 3.1 - Goal Setting - HANDOUT.pdf
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03-Lesson 3.1 - Goal Setting - HANDOUT.png
03-Lesson 3.1 - Goal Setting - HANDOUT.png
me
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My Drive
Data
Financial Coach Academy – Financial Coach Training 4.0
02-BONUS - Coaching Concepts
04-LESSON 4- Behavioral
01- Lesson 4.1 - Coaching on Credit Cards - INTRODUCTION.png
01- Lesson 4.1 - Coaching on Credit Cards - INTRODUCTION.png
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02-Lesson 4.1 - Coaching on Credit Cards - VIDEO.mp4
02-Lesson 4.1 - Coaching on Credit Cards - VIDEO.mp4
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02-Lesson 4.1 - Coaching on Credit Cards - VIDEO.png
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03-Lesson 4.1 - Coaching on Credit Cards - RESOURCES.png
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Financial Coach Academy – Financial Coach Training 4.0
02-BONUS - Coaching Concepts
05-LESSON 5- Couples & Communication
01- LESSON 5.1 - Uneven Power Dynamic During Coaching Session - INTRODUCTION.png
01- LESSON 5.1 - Uneven Power Dynamic During Coaching Session - INTRODUCTION.png
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02-LESSON 5.1 - Uneven Power Dynamic During Coaching Session -  VIDEO.mp4
02-LESSON 5.1 - Uneven Power Dynamic During Coaching Session - VIDEO.mp4
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03-Lesson 5.2 - Taking Inventory - INTRODUCTION.png
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04-Lesson 5.2 - Taking Inventory - VIDEO.mp4
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05-Lesson 5.2- Taking Inventory - HANDOUT.png
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05-TakingInventory-200415-204602.xlsx
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06-Lesson 5.3 - Couples Who Keep Money Separate - INTRODUCTION.png
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07-LESSON 5.3 - Couples Who Keep Money Separate - VIDEO.mp4
07-LESSON 5.3 - Couples Who Keep Money Separate - VIDEO.mp4
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Financial Coach Academy – Financial Coach Training 4.0
02-BONUS - Coaching Concepts
06-LESSON 6- Business Strategies
01- Lesson 6.1 - Organizational Guidelines for Business Finances - INTRODUCTION.png
01- Lesson 6.1 - Organizational Guidelines for Business Finances - INTRODUCTION.png
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02-Lesson 6.1- Organizational Guidelines for Business Finances - VIDEO.mp4
02-Lesson 6.1- Organizational Guidelines for Business Finances - VIDEO.mp4
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02-Lesson 6.1- Organizational Guidelines for Business Finances - VIDEO.png
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03-Lesson 6.2 - Business Owner- Not Enough Revenue - INTRODUCTION.png
03-Lesson 6.2 - Business Owner- Not Enough Revenue - INTRODUCTION.png
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04-Lesson 6.2 - Business Owner- Not Enough Revenue - VIDEO.mp4
04-Lesson 6.2 - Business Owner- Not Enough Revenue - VIDEO.mp4
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04-Lesson 6.2 - Business Owner- Not Enough Revenue - VIDEO.png
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Financial Coach Academy – Financial Coach Training 4.0
02-BONUS - Coaching Concepts
07-LESSON 7- Income
01-Lesson 7.1 - Expenses Far Exceed Income - INTRODUCTION.png
01-Lesson 7.1 - Expenses Far Exceed Income - INTRODUCTION.png
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02-Lesson 7.1 - Expenses Far Exceed Income - VIDEO.mp4
02-Lesson 7.1 - Expenses Far Exceed Income - VIDEO.mp4
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03-Lesson 7.2 - Variable Income - INTRODUCTION.png
03-Lesson 7.2 - Variable Income - INTRODUCTION.png
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04-Lesson 7.2 - Variable Income - VIDEO.mp4
04-Lesson 7.2 - Variable Income - VIDEO.mp4
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06-Lesson 7.3 - Side Hustles - INTRODUCTION.png
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07-Lesson 7.3 - Side Hustles - VIDEO.mp4
07-Lesson 7.3 - Side Hustles - VIDEO.mp4
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08-Lesson 7.3 - Side Hustles - HANDOUT.png
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Financial Coach Academy – Financial Coach Training 4.0
02-BONUS - Coaching Concepts
08-LESSON 8- Mindset
01-Lesson 8.1 - The Caretaker - INTRODUCTION.png
01-Lesson 8.1 - The Caretaker - INTRODUCTION.png
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02-Lesson 8.1 - The Caretaker - VIDEO.png
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03-Lesson 8.1 - The Caretaker - HANDOUT.pdf
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04-Lesson 8.2 - Coaching on Money Mindset - INTRODUCTION.png
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05-Lesson 8.2 - Coaching on Money Mindset - VIDEO.mp4
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06-Lesson 8.2 - Money Mindset - Positive and Negative Beliefs -.pdf
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07-Lesson 8.3 - Money Mindset Scorecard - INTRODUCTION.png
07-Lesson 8.3 - Money Mindset Scorecard - INTRODUCTION.png
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08-Lesson 8.3 - Money Mindset Scorecard - VIDEO.mp4
08-Lesson 8.3 - Money Mindset Scorecard - VIDEO.mp4
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09-Lesson 8.3 - Money Mindset Scorecard - HANDOUT.png
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10-Lesson 8.4 - Active vs Passive Learning - INTRODUCTION.png
10-Lesson 8.4 - Active vs Passive Learning - INTRODUCTION.png
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11-Lesson 8.4 - Active vs Passive Learning - VIDEO.mp4
11-Lesson 8.4 - Active vs Passive Learning - VIDEO.mp4
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02-BONUS - Coaching Concepts
09-LESSON 9- Long Term Vision
01- Lesson 9.1 - Legacy Drawer - INTRODUCTION.png
01- Lesson 9.1 - Legacy Drawer - INTRODUCTION.png
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02-Lesson 9.1 - Legacy Drawer - VIDEO.mp4
02-Lesson 9.1 - Legacy Drawer - VIDEO.mp4
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03-Lesson 9.1 - Legacy Drawer - HANDOUT.pdf
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Financial Coach Academy – Financial Coach Training 4.0
03-BONUS - Thinking Like a CEO
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00-Welcome to Thinking Like a CEO Bonus Module
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01-LESSON 1- Taking Action In Your Business
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02-LESSON 2- Working in Your Zone of Genius
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03-LESSON 3- Planning and Goal Setting for Your Business
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04-LESSON 4- Managing Your Time as a Business Owner
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05-LESSON 5- Finance and Operations
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06-Downloadable Mindset Coaching Audio Files
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07-Pep Talk Videos
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Financial Coach Academy – Financial Coach Training 4.0
03-BONUS - Thinking Like a CEO
00-Welcome to Thinking Like a CEO Bonus Module
INTRODUCTION Thinking Like a CEO.mp4
INTRODUCTION Thinking Like a CEO.mp4
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03-BONUS - Thinking Like a CEO
01-LESSON 1- Taking Action In Your Business
01-LESSON 1- Taking Action In Your Business.mp4
01-LESSON 1- Taking Action In Your Business.mp4
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01-LESSON 1- Taking Action In Your Business.png
01-LESSON 1- Taking Action In Your Business.png
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02-Kolbe Assessment + Interpretation.png
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03-BONUS - Thinking Like a CEO
02-LESSON 2- Working in Your Zone of Genius
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Financial Coach Academy – Financial Coach Training 4.0
03-BONUS - Thinking Like a CEO
03-LESSON 3- Planning and Goal Setting for Your Business
01- LESSON 3- Planning and Goal Setting.mp4
01- LESSON 3- Planning and Goal Setting.mp4
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01- LESSON 3- Planning and Goal Setting.png
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02-BONUSModule_ThinkingLikeaCEOBeingIntentionalWithYourBusiness-210605-235316.pdf
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03-BONUS - Thinking Like a CEO
04-LESSON 4- Managing Your Time as a Business Owner
01- LESSON 4- Managing Your Time.mp4
01- LESSON 4- Managing Your Time.mp4
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01- LESSON 4- Managing Your Time.png
01- LESSON 4- Managing Your Time.png
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03-BONUS - Thinking Like a CEO
05-LESSON 5- Finance and Operations
01-LESSON 5- Finance and Operations.mp4
01-LESSON 5- Finance and Operations.mp4
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01-LESSON 5- Finance and Operations.png
01-LESSON 5- Finance and Operations.png
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02-FCABONUSModuleThinkingLikeaCEO4HiringYourFirstTeamMemberVelvetRopes-210606-123831.pdf
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02-FCABONUSModuleThinkingLikeaCEO32PhaseIIBusinessExpenses-210605-235756.pdf
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02-FCABonusModuleThinkingLikeaCEO31StartupBusinessExpenses-210605-235751.pdf
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02-FCA_InterviewQuestionsdocx-210606-123917.pdf
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02-Lesson 5- Handouts.png
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03-Grow Your Team Using Kolbe.png
03-Grow Your Team Using Kolbe.png
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04-How to Delegate Training Video.mp4
04-How to Delegate Training Video.mp4
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Financial Coach Academy – Financial Coach Training 4.0
03-BONUS - Thinking Like a CEO
06-Downloadable Mindset Coaching Audio Files
01-How to use this section.png
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02-Thinking you need to know everything before taking action.m4a
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03-Thinking it would be easier and you
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03-Thinking it would be easier and you are feeling discouraged.m4a
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04-Not putting yourself out there in order to get clients.m4a
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03-BONUS - Thinking Like a CEO
07-Pep Talk Videos
01- How to use this section.png
01- How to use this section.png
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02-Write yourself a permission slip.mp4
02-Write yourself a permission slip.mp4
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02-Write yourself a permission slip.png
02-Write yourself a permission slip.png
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03-Technology got you down.mp4
03-Technology got you down.mp4
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04-Boosting your boundaries.mp4
04-Boosting your boundaries.mp4
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04-Boosting your boundaries.png
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05-Your Marketing Efforts.mp4
05-Your Marketing Efforts.mp4
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03-BONUS - Thinking Like a CEO
08-BONUS MODULE- FEEDBACK FORM
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04-BONUS - Advanced Programming
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00-Welcome to the Advanced Programming Bonus Module
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01-LESSON 1- Understanding Your Client Success Path
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02-LESSON 2- Setting the Stage
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03-LESSON 3- Designing Your One-to-Many Offer
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04-LESSON 4- Extending the Coach-Client Relationship
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05-LESSON 5- Daily Money Management
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06-ADVANCED PROGRAMMING MODULE- Wrap Up
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04-BONUS - Advanced Programming
00-Welcome to the Advanced Programming Bonus Module
INTRODUCTION Advanced Programming.mp4
INTRODUCTION Advanced Programming.mp4
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Financial Coach Academy – Financial Coach Training 4.0
04-BONUS - Advanced Programming
01-LESSON 1- Understanding Your Client Success Path
01-LESSON 1- Understanding Your Client Success Path.mp4
01-LESSON 1- Understanding Your Client Success Path.mp4
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01-LESSON 1- Understanding Your Client Success Path.png
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02-FCA221ClientJourneyRoadmap1-210708-154911.pdf
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02-FCAB211ClientSuccessPath-210708-154925.pdf
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02-FCAB211ScaleYourFinancialCoachingBusiness-210708-154929.pdf
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04-BONUS - Advanced Programming
02-LESSON 2- Setting the Stage
01- LESSON 2- Setting the Stage for Your One-to-Many Offer.mp4
01- LESSON 2- Setting the Stage for Your One-to-Many Offer.mp4
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02-FFP202107BeattheHeat21DayChallengeScorecard-210712-191356.xlsx
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02-Masterclass90daySessionPrepForm-210712-191748.pdf
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02-MasterclassAgreement-210712-191745.pdf
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02-MasterclassFlyer-210712-191738.pdf
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Financial Coach Academy – Financial Coach Training 4.0
04-BONUS - Advanced Programming
03-LESSON 3- Designing Your One-to-Many Offer
01-LESSON 3- Designing Your One-to-Many Offer.mp4
01-LESSON 3- Designing Your One-to-Many Offer.mp4
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02-Designing Your One-to-Many Offer Handouts.png
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02-FCAB231DesignYourOnetoManyOffer-210712-064819.pdf
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04-BONUS - Advanced Programming
04-LESSON 4- Extending the Coach-Client Relationship
01- LESSON 4- Extending the Coach-Client Relationship.mp4
01- LESSON 4- Extending the Coach-Client Relationship.mp4
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02-Extending the Coach-Client Relationship Handouts.png
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02-FCAB241PeriodicCoachingAgreement-210708-155402.pdf
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02-FCAB242PreSessionQuestionnaire-210708-155212.pdf
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Financial Coach Academy – Financial Coach Training 4.0
04-BONUS - Advanced Programming
05-LESSON 5- Daily Money Management
01-LESSON 5- Daily Money Management.mp4
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Financial Coach Academy – Financial Coach Training 4.0
04-BONUS - Advanced Programming
06-ADVANCED PROGRAMMING MODULE- Wrap Up
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Financial Coach Academy – Financial Coach Training 4.0
04-BONUS - Advanced Programming
07-BONUS MODULE- FEEDBACK FORM
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Financial Coach Academy – Financial Coach Training 4.0
05-BONUS - Advanced Marketing
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00-Welcome to the Advanced Marketing Bonus Module
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01-LESSON 1- Creating Your Signature Presentation
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02-LESSON 2- Make Your Email Newsletter Useful and Manageable
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03-LESSON 3- Master the News Media
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04-LESSON 4- Simple SEO for Financial Coaches
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05-LESSON 5- GIF-ify Your Brand
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06-BONUS MODULE- FEEDBACK FORM
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Financial Coach Academy – Financial Coach Training 4.0
05-BONUS - Advanced Marketing
00-Welcome to the Advanced Marketing Bonus Module
INTRODUCTION- Advanced Marketing.mp4
INTRODUCTION- Advanced Marketing.mp4
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Financial Coach Academy – Financial Coach Training 4.0
05-BONUS - Advanced Marketing
01-LESSON 1- Creating Your Signature Presentation
01-LESSON 1- Creating Your Signature Presentation.mp4
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02-Lesson 1- Handouts.png
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Financial Coach Academy – Financial Coach Training 4.0
05-BONUS - Advanced Marketing
02-LESSON 2- Make Your Email Newsletter Useful and Manageable
LESSON 2- Make Your Email Newsletter Useful and Manageable.mp4
LESSON 2- Make Your Email Newsletter Useful and Manageable.mp4
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Financial Coach Academy – Financial Coach Training 4.0
05-BONUS - Advanced Marketing
03-LESSON 3- Master the News Media
01-LESSON 3- Master the News Media.mp4
01-LESSON 3- Master the News Media.mp4
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02-SampleHAROResponse-210827-173051.pdf
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Financial Coach Academy – Financial Coach Training 4.0
05-BONUS - Advanced Marketing
04-LESSON 4- Simple SEO for Financial Coaches
01- LESSON 4- Simple SEO for Financial Coaches.mp4
01- LESSON 4- Simple SEO for Financial Coaches.mp4
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Financial Coach Academy – Financial Coach Training 4.0
05-BONUS - Advanced Marketing
05-LESSON 5- GIF-ify Your Brand
01-LESSON 5- GIF-ify Your Brand.mp4
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Financial Coach Academy – Financial Coach Training 4.0
05-BONUS - Advanced Marketing
06-BONUS MODULE- FEEDBACK FORM
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Financial Coach Academy – Financial Coach Training 4.0
06-BONUS - Corporate Wellness
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02-Corporate Wellness The Fiscal Fitness Way
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03-Corporate Wellness w- Workplace Money Coach
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04-BONUS MODULE- FEEDBACK FORM
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Financial Coach Academy – Financial Coach Training 4.0
06-BONUS - Corporate Wellness
01-Welcome to the Corporate Wellness Bonus Module
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06-BONUS - Corporate Wellness
02-Corporate Wellness The Fiscal Fitness Way
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01-LESSON- Corporate Wellness The Fiscal Fitness Way.mp4
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Financial Coach Academy – Financial Coach Training 4.0
06-BONUS - Corporate Wellness
03-Corporate Wellness w- Workplace Money Coach
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Financial Coach Academy – Financial Coach Training 4.0
06-BONUS - Corporate Wellness
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Financial Coach Academy – Financial Coach Training 4.0
07-BONUS - Monthly Coaching Calls
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Financial Coach Academy – Financial Coach Training 4.0 Download After greater than a decade of working our monetary teaching enterprise and years of working this course, now we have recognized the 5 core ideas that each monetary coach must be a profitable coach. The Academy has assigned every of those ideas a module, and inside every module is a collection of classes, movies, handouts, supplies and actions that will help you work via mastering this idea.
FCA will not be a passive course. You’re launching a enterprise which takes arduous work however due to the Academy, remove the trial and error! You’ll be constructing points of your enterprise as you go however able to tackle shoppers by the tip of Module 2!
5 core modules every with 4 classes (20 core classes) designed to get you teaching shoppers as shortly and confidently as doable 125+ Movies you’ll be able to watch again and again as wanted 160 Downloads, templates, contracts and handouts so that you can use immediately in your teaching enterprise 5 Bonus ideas for specialised teaching and increasing your choices As soon as a coach has labored their means via the 5 core modules, they’ve accomplished the course. Their Academy graduate seal is on the best way! However as we stated, the primary 5 modules are simply the core ideas. There’s extra to cowl. We now have 5 bonus modules which can be designed that will help you and assist you past your preliminary launch. As you develop your enterprise, now we have created bonus modules to information you there too. Not listed but additionally included: Superior Advertising and marketing
Contains methods for creating scale and leverage in your monetary teaching enterprise. This bonus course contains digital programs, masterminds, group programming, long-term teaching fashions for shoppers and different one-to-many choices!
Dive into two distinct strategies for including Company Wellness as an providing to your monetary teaching enterprise!
On this bonus course, dive into methods for managing your time, enterprise funds, mindset, and work-life steadiness as CEO of your monetary teaching enterprise! Download pep discuss video and audio recordsdata to your telephone to hear as wanted!
Modules, Classes, and Financial Coach Training Lined within the Financial Coach Academy
Module 1
Module 1 Classes
LESSON ONE: Your why story
LESSON TWO: Your imaginative and prescient of success and your title
LESSON THREE: Your excellent shopper
LESSON FOUR: Your small business identify and authorized protections
By the tip of this lesson, you’ll have:
Gained readability on who you might be and who you serve. A transparent imaginative and prescient for what sort of enterprise you’re creating. Recognized your area of interest. Discovered the challenges your excellent shoppers are experiencing. Embraced the place your want to turn into a monetary coach comes from. Begun crafting that right into a compelling Why story. Picked a enterprise identify and chosen a title. understanding of some administrative and authorized steps you’ll be able to take for your enterprise proper now. Getting shoppers booked and coached
Module 2 Classes
LESSON ONE: Creating first impressions and onboarding
LESSON TWO: Qualifying a shopper
LESSON THREE: Delivering your first session
LESSON FOUR: Working with beta shoppers
By the tip of this lesson, you’ll have:
Mapped out a shopper journey for your enterprise. Created your Fast Audit course of. Designed and launched your Discovery session. Activated a scheduling software program. Constructed a monitoring system for leads, prospects, and shoppers. Introduced you’re in search of shoppers. And a few of you have got had a pair follow shoppers beneath your belt as effectively. Design a shopper expertise they gained’t neglect
Module 3 Classes
LESSON ONE: Program improvement and design
LESSON TWO: Efficient teaching and content material creation
LESSON THREE: Boundaries and essential conversations
LESSON FOUR: Help your enterprise with methods
By the tip of this lesson, you’ll have:
Mapped out a training program for your enterprise. Created actually nice content material that will get your shoppers outcomes. Discovered efficient teaching abilities. Recognized the 4 key roles coaches play. Wrapped your mind round asking efficient questions. Drafted a Teaching Settlement. Designed and launched an onboarding sequence to steer shoppers via. Constructed a monitoring system on your shoppers’ journey via your program. Established necessary insurance policies that will help you set up boundaries and expectations with shoppers. Promote your discovery session and packages with confidence
Module 4 Classes
LESSON ONE: Bridging the hole
LESSON TWO: Mindset of gross sales
LESSON THREE: Power of gross sales
LESSON FOUR: Scripts and objections
By the tip of this lesson, you’ll have:
Recognized the place your shoppers are right now, the place they wish to be and the way your providers assist to bridge that hole. Brainstormed methods your teaching program helps shoppers to unravel their present challenges. Mirrored on what you respect and dislike about gross sales conversations you’ve skilled. Designed a pre-game gross sales technique. Discovered the technique of “teeing up” your teaching. Wrote out pivot statements on your Discovery session. Discovered how the power in your workspace impacts your gross sales conversations. Explored numerous objections you might hear and the way you’ll reply to them. Recognized 10 advantages of your teaching. Outlined how you’ll wrap up your Discovery session for 3 eventualities that would happen. Get on the market and create a model and a reputation for your self
Module 5 Classes
LESSON ONE: Growing referral relationships
LESSON TWO: Rocking your social media
LESSON THREE: Making a killer web site
LESSON FOUR: Designing advertising assets
By the tip of this lesson, you’ll have:
Discovered methods for taking advantage of your referral relationships. Recognized who’s in entrance of your excellent shoppers regularly already. Brainstormed methods your teaching program helps their shoppers to unravel their present challenges. Designed a reach-out technique for connecting with referral companions. Picked and launched a social media platform for you as a monetary coach. Discovered about the important thing parts of your web site. Wrote out the copy on your web site. Explored numerous commercials you should utilize to achieve probably the most from the networking conferences you attend. Designed a follow-up technique after a one-to-one with a referral accomplice. Established objectives on your referral advertising and social media advertising.

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