My Drive DataFinancial 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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My Drive DataFinancial Coach Academy – Financial Coach Training 4.001-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 DataFinancial Coach Academy – Financial Coach Training 4.001-Financial Coach Academy Core Concepts00-WELCOME TO THE FINANCIAL COACH ACADEMY
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
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269.8 KB
02-Purpose - Why I Created FCA.mp4
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91.5 MB
02-Purpose - Why I Created FCA.png
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282.5 KB
03-How to Excel in FCA.mp4
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131.6 MB
03-How to Excel in FCA.png
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276.5 KB
04-Thinkific Tutorial Video.mp4
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51.6 MB
04-Thinkific Tutorial Video.png
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250.3 KB
05-Receive Monthly Coaching as an FCA Coach.png
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73.2 KB
05-Receive Monthly Coaching as an FCA Coach.rtf
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06-How to Get Help in FCA.png
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80.5 KB
06-How to Get Help in FCA.rtf
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.001-Financial Coach Academy Core Concepts01-MODULE 1- CLARITY ON WHO YOU ARE AND WHO YOU SERVE
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Dec 27, 2023 me
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01- INTRODUCTION- Why Financial Coaching.mp4
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49.8 MB
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
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350.8 MB
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
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105.2 MB
09-LESSON 3- Your Ideal Client.mp4
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224.8 MB
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
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72.3 MB
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
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114.4 MB
17-Lesson 4- Q and A with a CPA- Business Taxes and Accounting.mp4
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287.9 MB
My Drive DataFinancial Coach Academy – Financial Coach Training 4.001-Financial Coach Academy Core Concepts01-MODULE 1- CLARITY ON WHO YOU ARE AND WHO YOU SERVEResources
01- INTRODUCTION- Why Financial Coaching.png
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02-MODULE 1- RUBRIC.pdf
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02-MODULE 1- RUBRIC.png
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03-LESSON 1- Your Why Story.png
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245.1 KB
04-FCA111FindYourWhy-210204-173355.pdf
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160.8 KB
04-FCA112StoryStructuresThatInspireInfluence-210204-173400.pdf
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88.2 KB
04-FCA113TheGoldenCircle-210204-173403.pdf
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308.7 KB
04-FINESSEFCA114Your7SignatureStories-210204-173405.pdf
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53.2 KB
04-Lesson 1- Handouts.png
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05-Lesson 1- Crafting Your Signature Story with Dr. Karen Dietz.png
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06-Lesson 1- How Great Leaders Inspire Action Simon Sinek TED Talk.png
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07-LESSON 2- Your Vision of Business Success and Your Title.png
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08-FCA121TheVisionIHaveForMyBusiness-210204-173438.pdf
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181.1 KB
08-FCA122WhatKindofBusinessDoIWant_-210204-173443.pdf
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08-Lesson 2- Handouts.png
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59.5 KB
09-LESSON 3- Your Ideal Client.png
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10-FCA131FindYourDreamClientProfile-210204-173527.pdf
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217.1 KB
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
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11-LESSON 4- Your Business Name and Legal Protections.png
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12-FCA141ChoosingaBusinessName-210204-173640.pdf
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12-Lesson 4- Handouts.png
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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
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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
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628.3 KB
17-Lesson 4- Q and A with a CPA- Business Taxes and Accounting.png
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551.7 KB
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
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20-(FINESSE) Lesson 4- Insurance for Financial Coaches.png
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20-(FINESSE) Lesson 4- Insurance for Financial Coaches.rtf
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.001-Financial Coach Academy Core Concepts02-MODULE 2- A CLIENT'S FIRST EXPERIENCE WORKING WITH YOU
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Resources
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Dec 27, 2023 me
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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
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359.6 MB
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
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379 MB
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
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254.1 MB
13-LESSON 2- Qualifying a Client.mp4
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491.2 MB
15-LESSON 3- Delivering Your First Session.mp4
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626.9 MB
17-Lesson 3- Discovery Session Example.mp4
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729 MB
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
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235.5 MB
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
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354.8 MB
26-(FINESSE) Lesson 1- Tech Tutorial - Using Google Calendar with Acuity_(new).mp4
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112.8 MB
My Drive DataFinancial Coach Academy – Financial Coach Training 4.001-Financial Coach Academy Core Concepts02-MODULE 2- A CLIENT'S FIRST EXPERIENCE WORKING WITH YOUResources
01-INTRODUCTION- Overview of the Client Journey Roadmap.png
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02-MODULE 2- RUBRIC.pdf
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02-MODULE 2- RUBRIC.png
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03-LESSON 1- Creating First Impressions and Onboarding.png
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04-FCA211ClientJourneyRoadmap-210204-180428.pdf
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604.8 KB
04-Lesson 1- Handouts.png
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56.5 KB
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
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68 KB
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
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269.1 KB
08-Lesson 1- Tech Tutorial - Staying Organized with Streak Timestamps.png
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66.8 KB
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
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269.7 KB
10-Lesson 1- Tech Tutorial - Staying Organized with Asana Timestamps.png
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10-Lesson 1- Tech Tutorial - Staying Organized with Asana Timestamps.rtf
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11-Lesson 1- Tech Tutorial - Staying Organized with Trello (optional).png
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12-Lesson 1- Tech Tutorial - Staying Organized with Trello Timestamps.png
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64.8 KB
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
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258.4 KB
14-FCA221QuickAuditFramework-210204-212201.pdf
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168.6 KB
14-FCA222QuickAuditExample-211223-131119.pdf
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243.7 KB
14-FCA223QuickAuditNoteTakingSheet-210204-212217.pdf
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14-FCA224QuickAuditEmails-210204-212229.pdf
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14-FCA224QuickAuditEmails-210204-212229_new.pdf
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14-Lesson 2- Handouts.png
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61.4 KB
15-LESSON 3- Delivering Your First Session.png
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268.3 KB
16-FCA231DiscoverySessionFramework-210204-180723.pdf
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191.7 KB
16-FCA232DesignYourDiscoverySession-210204-180731.pdf
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215.1 KB
16-FCA233DiscoverySessionAgreement-210204-180735.pdf
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67.8 KB
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
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17-Lesson 3- Discovery Session Example.png
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18-Lesson 3- Tech Tutorial - Using JotForm for Questionnaires.png
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19-Lesson 3.png
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19-Lesson 3.rtf
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20-Lesson 3- Tech Tutorial.png
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280.2 KB
21-Lesson 3- Tech Tutorial.png
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61.2 KB
21-Lesson 3- Tech Tutorial rtf
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22-Lesson 3- Tech Tutorial.png
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281.7 KB
23-LESSON 4- Working with Beta Clients.png
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24-MODULE 2- GET SUPPORT HERE.png
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24-MODULE 2- GET SUPPORT HERE.rtf
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45.9 KB
25-MODULE 2- FEEDBACK FORM.png
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126.1 KB
26-(FINESSE) Using Google Calendar with Acuity.png
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267.5 KB
My Drive DataFinancial Coach Academy – Financial Coach Training 4.001-Financial Coach Academy Core Concepts03-MODULE 3- BUILDING LONG-TERM RELATIONSHIPS WITH CLIENTS
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Last modified
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Resources
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Dec 27, 2023 me
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01- INTRODUCTION- Program Design.mp4
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73.5 MB
03-LESSON 1- Program Development and Design.mp4
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738.6 MB
05-Lesson 1- Client Journey Example.mp4
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179 MB
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
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394.8 MB
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
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201.1 MB
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
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48.7 MB
14-Lesson 3 - Using Google Forms to Send and Sign Coaching Agreements_(new).mp4
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91.9 MB
15-LESSON 4- Support Your Business with Systems.mp4
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321.9 MB
My Drive DataFinancial Coach Academy – Financial Coach Training 4.001-Financial Coach Academy Core Concepts03-MODULE 3- BUILDING LONG-TERM RELATIONSHIPS WITH CLIENTSResources
01- INTRODUCTION- Program Design.png
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294.2 KB
02-MODULE 3- RUBRIC.pdf
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321.7 KB
02-MODULE 3- RUBRIC.png
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146 KB
03-LESSON 1- Program Development and Design.png
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272.4 KB
04-FCA312TheRippleEffect-210218-141840.pdf
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183.9 KB
04-FCA313CoachingProgramFlier-220303-164551.pdf
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896.7 KB
04-FCA313CoachingProgramFlier-220303-164551_new.pdf
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902.2 KB
04-FCA314MoneySkillsTracker-210223-170554.pdf
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65.6 KB
04-FCAModule311DesignYourCoachingProgram-210223-170457.pdf
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201.8 KB
04-Lesson 1- Handouts.png
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64 KB
05-Lesson 1- Client Journey Example.png
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668.1 KB
06-LESSON 2- Effective Coaching and Content Creation.png
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284 KB
07-ContentTemplate-210224-124910.pdf
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49.6 KB
07-FCA323ContentCreationFramework-210218-142545.pdf
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192.8 KB
07-FCA324EffectiveCoachingQuestions1-210225-064936.pdf
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199.6 KB
07-FCA325IdentifyingYourThreeValues-210223-170755.pdf
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764.4 KB
07-FCA325IdentifyingYourThreeValues-210223-170755_new.pdf
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779.9 KB
07-FCA326ContentLibrary-210223-170857.xlsx
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31.6 KB
07-FCAModule321FourKeyRolesofaFinancialCoach-210218-195919.pdf
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167.8 KB
07-FCAModule322ClientExerciseIdeation2-210223-181354.pdf
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07-Lesson 2- Handouts.png
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68.2 KB
08-Lesson 2- How to Create Content - Group Brainstorm Session.png
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326.9 KB
09-Lesson 2- How to Create Content - Group Brainstorm Session .png
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56.3 KB
10-LESSON 3- Boundaries and Crucial Conversations.png
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280.5 KB
11-FCA331SixMonthCoachingAgreement-210225-135525.pdf
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466.1 KB
11-Lesson 3- Handouts.png
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56.3 KB
12-Lesson 3- Tech Tutorial.png
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13-Lesson 3- Tech Tutorial .png
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14-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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71.8 KB
16FCA341WelcometoCoachingEmail-210223-180348.pdf
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52.9 KB
16FCA342CoachingSessionEmails-210223-180350.pdf
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77.9 KB
16FCA343ClientIncomeTracker-220303-182331.xlsx
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367.5 KB
16FCA344ClientSessionTracker-220303-182840.xlsx
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16FCA345TestimonialReleaseForm-220303-182331.pdf
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17-MODULE 3- GET SUPPORT HERE.png
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17-MODULE 3- GET SUPPORT HERE.rtf
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46.1 KB
18-MODULE 3- FEEDBACK FORM.png
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123.8 KB
My Drive DataFinancial Coach Academy – Financial Coach Training 4.001-Financial Coach Academy Core Concepts04-BONUS MODULE- INTRODUCING THE PLAN AHEAD METHOD™
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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42.5 KB
02-VIDEO- Introducing the Plan Ahead Budgeting Method.mp4
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293 MB
02-VIDEO- Introducing the Plan Ahead Budgeting Method.png
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308.8 KB
03-Budget Templates- Plan Ahead Budgeting Method.png
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57.7 KB
03-FCABonusHandoutPlanAheadMethodTemplateBiWeekly-230317-131823.xlsx
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7.7 KB
03-FCABonusHandoutPlanAheadMethodTemplateWeekly-230317-131823.xlsx
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10.4 KB
04-Bonus Tutorial- How to Use Your Plan Ahead Method Budget.mp4
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81 MB
04-Bonus Tutorial- How to Use Your Plan Ahead Method Budget.png
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776.4 KB
05-Bonus Tutorial- How to Track Bills on Your Plan Ahead Method Budget.mp4
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94.9 MB
05-Bonus Tutorial- How to Track Bills on Your Plan Ahead Method Budget.png
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1 MB
My Drive DataFinancial Coach Academy – Financial Coach Training 4.001-Financial Coach Academy Core Concepts05-MODULE 4- SELLING WITH INTEGRITY
01- INTRODUCTION- Why are sales conversations are so important.mp4
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58.1 MB
01- INTRODUCTION- Why are sales conversations are so important.png
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268.6 KB
02-MODULE 4- RUBRIC.pdf
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02-MODULE 4- RUBRIC.png
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03-401ScriptSheet-210210-181401.pdf
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03-MODULE 4- SCRIPT SHEET.png
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58.2 KB
04-LESSON 1- Bridging the Gap.mp4
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146.8 MB
04-LESSON 1- Bridging the Gap.png
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251.9 KB
05-411BridgingtheGap-210211-213313.pdf
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205.2 KB
05-Lesson 1- Handouts.png
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54.5 KB
06-LESSON 2- Mindset of Sales.mp4
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143.3 MB
06-LESSON 2- Mindset of Sales.png
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252 KB
07-FCA421MindsetofSales-210212-173250.pdf
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07-Lesson 2- Handouts.png
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54.5 KB
08-LESSON 3- Energy of Sales.mp4
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191.6 MB
08-LESSON 3- Energy of Sales.png
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249.7 KB
09-431EnergyofSales-210211-213607.pdf
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09-Lesson 3- Handouts.png
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54.4 KB
10-LESSON 4- Scripts and Objections.mp4
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343.7 MB
10-LESSON 4- Scripts and Objections.png
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259.3 KB
11-441OvercomeSpecificObjections-210211-213642.pdf
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363.4 KB
11-442ScriptsandObjections-210211-213642.pdf
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183.2 KB
11-443PracticingYourSalesSkills-210211-213642.pdf
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167.7 KB
11-Lesson 4- Handouts.png
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60 KB
12-MODULE 4- GET SUPPORT HERE.png
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79.6 KB
12-MODULE 4- GET SUPPORT HERE.rtf
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13-MODULE 4- FEEDBACK FORM.png
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121.8 KB
My Drive DataFinancial Coach Academy – Financial Coach Training 4.001-Financial Coach Academy Core Concepts06-MODULE 5- MARKETING YOUR COACHING
Name
Owner
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Resources
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Dec 27, 2023 me
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01-INTRODUCTION- Marketing Purpose and Overview.mp4
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03-LESSON 1- Developing Referral Relationships.mp4
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05-LESSON 2- Rocking Your Social Media.mp4
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07-Lesson 2- Social Media Success Video.mp4
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08-LESSON 3- Creating a Killer Website.mp4
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10-LESSON 4- Designing Marketing Resources.mp4
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12-Lesson 4- Tech Tutorial - Using Canva for Graphic Design.mp4
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15-(FINESSE) Lesson 1-How to Gamify Your Prospecting Interview.mp4
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.001-Financial Coach Academy Core Concepts06-MODULE 5- MARKETING YOUR COACHINGResources
01-INTRODUCTION- Marketing Purpose and Overview.png
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02-MODULE 5- RUBRIC.pdf
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02-MODULE 5- RUBRIC.png
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03-LESSON 1- Developing Referral Relationships.png
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04-FCA511ListofNetworkingGroups-210426-170238.pdf
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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
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09-FCA531CreatingaKillerWebsiteSlideDeck-210424-173357.pdf
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11-FCA541ReferralPartnersFinancialAdvisorsFlierPart1Front-220303-184941.pdf
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11-FCA542ReferralPartnersFinancialAdvisorsFlierPart2Back-220303-184945.pdf
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13-GET SUPPORT HERE.rtf
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15-(FINESSE) Lesson 1-How to Gamify Your Prospecting Interview.png
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.001-Financial Coach Academy Core Concepts07-CONGRATULATIONS & NEXT STEPS
01-Where to Go from Here.mp4
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01-Where to Go from Here.png
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.002-BONUS - Coaching Concepts
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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
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06-LESSON 6- Business Strategies
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07-LESSON 7- Income
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08-LESSON 8- Mindset
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09-LESSON 9- Long Term Vision
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.002-BONUS - Coaching Concepts00-Welcome to the Financial Coaching Concepts Bonus Module
INTRODUCTION Financial Coaching Concepts.png
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.002-BONUS - Coaching Concepts01-LESSON 1- Foundational Exercises
01- LESSON 1.1- Emergency Budget - INTRODUCTION.png
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02-Lesson 1.1- Emergency Budget - VIDEO.mp4
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03-Lesson 1.1 - Emergency Budget - HANDOUT.pdf
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05-Lesson 1.2 - Financial Principles - VIDEO.mp4
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06-Lesson 1.2 -Financial Principles - HANDOUT.pdf
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07-Lesson 1.3 - Net Worth - INTRODUCTION.png
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08-Lesson 1.3 - Net Worth - VIDEO.mp4
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09-Lesson 1.3 - Net Worth - HANDOUT.pdf
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10-NetWorthWorksheet2-200327-155749.xlsx
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11-Lesson 1.4 - Savings Rate - INTRODUCTION.png
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12-LESSON 1.4- Savings Rate - VIDEO.mp4
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13-LESSON 1.4 - Savings Rate - HANDOUT.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
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.002-BONUS - Coaching Concepts02-LESSON 2- Planning Ahead
01-Lesson 2.1 - Annual Planner-Month by Month Calendar -INTRODUCTION.png
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02-Lesson 2.1 - Annual Planner-Month by Month Calendar - VIDEO.mp4
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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
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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
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05-UltimateWeddingBudgetWorksheet15426714669891569378239050-200408-213637.xlsx
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05-holidaygiftbuying-200408-213619.pdf
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.002-BONUS - Coaching Concepts03-LESSON 3- Goals, Rewards & Milestones
01- Lesson 3.1 - Goal Setting - INTRODUCTION.png
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02-Lesson 3.1 - Goal Setting - VIDEO.mp4
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03-Lesson 3.1 - Goal Setting - HANDOUT.pdf
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03-Lesson 3.1 - Goal Setting - HANDOUT.png
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.002-BONUS - Coaching Concepts04-LESSON 4- Behavioral
01- Lesson 4.1 - Coaching on Credit Cards - INTRODUCTION.png
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02-Lesson 4.1 - Coaching on Credit Cards - VIDEO.mp4
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03-Lesson 4.1 - Coaching on Credit Cards - RESOURCES.png
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03-Lesson 4.1 - Coaching on Credit Cards - RESOURCES.rtf
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.002-BONUS - Coaching Concepts05-LESSON 5- Couples & Communication
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
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03-Lesson 5.2 - Taking Inventory - INTRODUCTION.png
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03-Lesson 5.2 - Taking Inventory - INTRODUCTION.rtf
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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
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.002-BONUS - Coaching Concepts06-LESSON 6- Business Strategies
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
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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
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05-Lesson 6.2 - Business Owner- Not Enough Revenue - HANDOUT.pdf
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.002-BONUS - Coaching Concepts07-LESSON 7- Income
01-Lesson 7.1 - Expenses Far Exceed Income - INTRODUCTION.png
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02-Lesson 7.1 - Expenses Far Exceed Income - VIDEO.mp4
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03-Lesson 7.2 - Variable Income - INTRODUCTION.png
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04-Lesson 7.2 - Variable Income - VIDEO.mp4
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05-Lesson 7.2 - Variable Income - HANDOUT.pdf
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06-Lesson 7.3 - Side Hustles - INTRODUCTION.png
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07-Lesson 7.3 - Side Hustles - VIDEO.mp4
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08-CopyofGrid-200403-142536.pdf
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08-Lesson 7.3 - Side Hustles - HANDOUT.png
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08-SideHustlehandout-200403-142522.pdf
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08-SideHustlehandout-200403-142522_new.pdf
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.002-BONUS - Coaching Concepts08-LESSON 8- Mindset
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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03-Lesson 8.1 - The Caretaker - HANDOUT.png
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04-Lesson 8.2 - Coaching on Money Mindset - INTRODUCTION.png
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04-Lesson 8.2 - Coaching on Money Mindset - INTRODUCTION.rtf
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05-Lesson 8.2 - Coaching on Money Mindset - VIDEO.mp4
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05-Lesson 8.2 - Coaching on Money Mindset - VIDEO.png
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06-Lesson 8.2 - Money Mindset - Positive and Negative Beliefs -.pdf
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06-Lesson 8.2 - Money Mindset - Positive and Negative Beliefs -.png
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07-Lesson 8.3 - Money Mindset Scorecard - INTRODUCTION.png
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08-Lesson 8.3 - Money Mindset Scorecard - VIDEO.mp4
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08-Lesson 8.3 - Money Mindset Scorecard - VIDEO.png
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09-Lesson 8.3 - Money Mindset Scorecard - HANDOUT.png
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09-MindsetQuestions-200416-134930.pdf
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09-MoneyMindsetScorecard-220722-173709.xlsx
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10-Lesson 8.4 - Active vs Passive Learning - INTRODUCTION.png
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11-Lesson 8.4 - Active vs Passive Learning - VIDEO.mp4
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.002-BONUS - Coaching Concepts09-LESSON 9- Long Term Vision
01- Lesson 9.1 - Legacy Drawer - INTRODUCTION.png
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02-Lesson 9.1 - Legacy Drawer - VIDEO.mp4
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03-Lesson 9.1 - Legacy Drawer - HANDOUT.pdf
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03-Lesson 9.1 - Legacy Drawer - HANDOUT.png
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.003-BONUS - Thinking Like a CEO
Name
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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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08-BONUS MODULE- FEEDBACK FORM
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.003-BONUS - Thinking Like a CEO00-Welcome to Thinking Like a CEO Bonus Module
INTRODUCTION Thinking Like a CEO.mp4
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INTRODUCTION Thinking Like a CEO.png
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.003-BONUS - Thinking Like a CEO01-LESSON 1- Taking Action In Your Business
01-LESSON 1- Taking Action In Your Business.mp4
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01-LESSON 1- Taking Action In Your Business.png
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02-Kolbe Assessment + Interpretation.rtf
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.003-BONUS - Thinking Like a CEO02-LESSON 2- Working in Your Zone of Genius
LESSON 2 Working In Your Zone of Genius.png
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LESSON 2- Working In Your Zone of Genius.mp4
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.003-BONUS - Thinking Like a CEO03-LESSON 3- Planning and Goal Setting for Your Business
01- LESSON 3- Planning and Goal Setting.mp4
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02-BONUSModule_ThinkingLikeaCEOBeingIntentionalWithYourBusiness-210605-235316.pdf
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02-BONUSModule_ThinkingLikeaCEOKeyPerformanceIndicatorsforYourBusiness-210605-235310.pdf
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02-Lesson 3- Handouts.png
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02-MyFutureRoadmap202211x17-220606-135255.pdf
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.003-BONUS - Thinking Like a CEO04-LESSON 4- Managing Your Time as a Business Owner
01- LESSON 4- Managing Your Time.mp4
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01- LESSON 4- Managing Your Time.png
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02-BONUSModule_TimeManagementTipsTricks-210605-235708.pdf
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02-Lesson 4- Handouts.png
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.003-BONUS - Thinking Like a CEO05-LESSON 5- Finance and Operations
01-LESSON 5- Finance and Operations.mp4
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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-FCABonusModuleThinkingLikeaCEOEmploymentContractdocx-210606-123756.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
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04-How to Delegate Training Video.mp4
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04-How to Delegate Training Video.png
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.003-BONUS - Thinking Like a CEO06-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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02-Thinking you need to know everything before taking action.png
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03-Thinking it would be easier and you're feeling discouraged.png
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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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04-Not putting yourself out there in order to get clients.png
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.003-BONUS - Thinking Like a CEO07-Pep Talk Videos
01- How to use this section.png
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02-Write yourself a permission slip.mp4
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02-Write yourself a permission slip.png
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03-Technology got you down.mp4
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03-Technology got you down.png
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04-Boosting your boundaries.mp4
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04-Boosting your boundaries.png
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05-Your Marketing Efforts.mp4
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05-Your Marketing Efforts.png
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.003-BONUS - Thinking Like a CEO08-BONUS MODULE- FEEDBACK FORM
BONUS MODULE FEEDBACK FORM.png
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.004-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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07-BONUS MODULE- FEEDBACK FORM
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.004-BONUS - Advanced Programming00-Welcome to the Advanced Programming Bonus Module
INTRODUCTION Advanced Programming.mp4
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INTRODUCTION Advanced Programming.png
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.004-BONUS - Advanced Programming01-LESSON 1- Understanding Your Client Success Path
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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02-Understanding Your Client Success Path Handouts.png
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.004-BONUS - Advanced Programming02-LESSON 2- Setting the Stage
01- LESSON 2- Setting the Stage for Your One-to-Many Offer.mp4
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01- LESSON 2- Setting the Stage for Your One-to-Many Offer.png
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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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02-Setting the Stage Handouts.png
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.004-BONUS - Advanced Programming03-LESSON 3- Designing Your One-to-Many Offer
01-LESSON 3- Designing Your One-to-Many Offer.mp4
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01-LESSON 3- Designing Your One-to-Many Offer.png
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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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My Drive DataFinancial Coach Academy – Financial Coach Training 4.004-BONUS - Advanced Programming04-LESSON 4- Extending the Coach-Client Relationship
01- LESSON 4- Extending the Coach-Client Relationship.mp4
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01- LESSON 4- Extending the Coach-Client Relationship.png
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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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My Drive DataFinancial Coach Academy – Financial Coach Training 4.004-BONUS - Advanced Programming05-LESSON 5- Daily Money Management
01-LESSON 5- Daily Money Management.mp4
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01-LESSON 5- Daily Money Management.png
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02-DMMAgreement-210709-063338.pdf
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02-DMMBillableTemplate-210709-062714.xlsx
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02-DMMFlyer-210709-062923.pdf
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02-DMMLandingPagefromWebsite-210709-063440.pdf
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02-DMMLandingPagefromWebsite-210709-063440_new.pdf
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02-DMMMonthlyStatementEmailTemplate-210709-063537.pdf
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02-DMMWelcomeEmailTemplate-210709-063630.pdf
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02-Daily Money Management Handouts.png
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02-FCAB251DMMClientJourneyRoadmap1-210709-151617.pdf
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02-FCAB256DMMPrepWorkSheetTemplateGettingOrganized-210709-064343.pdf
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.004-BONUS - Advanced Programming06-ADVANCED PROGRAMMING MODULE- Wrap Up
Wrap Up Video for Advanced Programming Bonus Module.png
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Wrap Up Video for Advanced Programming Bonus Module_.mp4
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.004-BONUS - Advanced Programming07-BONUS MODULE- FEEDBACK FORM
BONUS MODULE FEEDBACK FORM.png
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.005-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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My Drive DataFinancial Coach Academy – Financial Coach Training 4.005-BONUS - Advanced Marketing00-Welcome to the Advanced Marketing Bonus Module
INTRODUCTION- Advanced Marketing.mp4
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INTRODUCTION- Advanced Marketing.png
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.005-BONUS - Advanced Marketing01-LESSON 1- Creating Your Signature Presentation
01-LESSON 1- Creating Your Signature Presentation.mp4
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01-LESSON 1- Creating Your Signature Presentation.png
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02-FCAB311SampleSpeakerKit-210812-122634.pdf
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02-FCAB311SampleSpeakerKit-210812-122634_new.pdf
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02-FCAB312ComponentsofYourSignaturePresentation-210820-114935.pdf
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02-FCAB312ComponentsofYourSignaturePresentation-210820-114935_new.pdf
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02-FCAB313DeliveringYourSignaturePresentation-210820-114939.pdf
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02-FCAB313DeliveringYourSignaturePresentation-210820-114939_new.pdf
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02-FCAB314SignaturePresentationSampleSlideDeck-210812-122650.pdf
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02-FCAB314SignaturePresentationSampleSlideDeck-210812-122650_new.pdf
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02-FCAB315NewsletterSampleSignupForm-210812-122702.pdf
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02-FCAB316SignaturePresentationSampleDeliverables-210812-122712.pdf
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02-FCAB316SignaturePresentationSampleDeliverables-210812-122712_new.pdf
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02-Lesson 1- Handouts.png
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.005-BONUS - Advanced Marketing02-LESSON 2- Make Your Email Newsletter Useful and Manageable
LESSON 2- Make Your Email Newsletter Useful and Manageable.mp4
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LESSON 2- Make Your Email Newsletter Useful and Manageable.png
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.005-BONUS - Advanced Marketing03-LESSON 3- Master the News Media
01-LESSON 3- Master the News Media.mp4
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01-LESSON 3- Master the News Media.png
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02-FCAB331SampleMediaPitchEmail-210820-114828.pdf
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02-Lesson 3- Handouts.png
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02-SampleHAROResponse-210827-173051.pdf
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.005-BONUS - Advanced Marketing04-LESSON 4- Simple SEO for Financial Coaches
01- LESSON 4- Simple SEO for Financial Coaches.mp4
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01- LESSON 4- Simple SEO for Financial Coaches.png
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02-Simple SEO Links and Additional Resources.png
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02-Simple SEO Links and Additional Resources.rtf
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.005-BONUS - Advanced Marketing05-LESSON 5- GIF-ify Your Brand
01-LESSON 5- GIF-ify Your Brand.mp4
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01-LESSON 5- GIF-ify Your Brand.png
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02-GIF-ify Your Brand Links and Additional Resources.png
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02-GIF-ify Your Brand Links and Additional Resources.rtf
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.005-BONUS - Advanced Marketing06-BONUS MODULE- FEEDBACK FORM
BONUS MODULE FEEDBACK FORM.png
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.006-BONUS - Corporate Wellness
Name
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01-Welcome to the Corporate Wellness Bonus Module
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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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My Drive DataFinancial Coach Academy – Financial Coach Training 4.006-BONUS - Corporate Wellness01-Welcome to the Corporate Wellness Bonus Module
01-Introduction to Corporate Wellness.mp4
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01-Introduction to Corporate Wellness.png
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02-When to Introduce Corporate Wellness to Your Financial Coaching Business.png
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02-When to Introduce Corporate Wellness to Your Financial Coaching Business.rtf
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.006-BONUS - Corporate Wellness02-Corporate Wellness The Fiscal Fitness Way
01-LESSON- Corporate Wellness The Fiscal Fitness Way.mp4
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01-LESSON- Corporate Wellness The Fiscal Fitness Way.png
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02-Corporate Wellness Handouts.png
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02-FCAB411CorporateWellnessFlowSheet-210920-134633.pdf
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02-FCAB412CorporateWellnessLandingPage-210904-170702.pdf
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02-FCAB413CapabilitiesBriefingSlideDeck-210904-170702.pdf
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02-FCAB413CapabilitiesBriefingSlideDeck-210904-170702_new.pdf
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02-FCAB414NeedsDiscoveryQuestions-210910-161012.pdf
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02-FCAB414NeedsDiscoveryQuestions-210910-161012_new.pdf
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02-FCAB415CorporateWellnessWorkbook-210904-170702.pdf
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02-FCAB415CorporateWellnessWorkbook-210904-170702_new.pdf
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02-FCAB416FinancialStressAssessment-210904-170702.pdf
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02-FCAB417StrategicDebrief-210904-170702.pdf
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02-FCAB418ProposalExample-210904-170702.pdf
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.006-BONUS - Corporate Wellness03-Corporate Wellness w- Workplace Money Coach
01-Introduction.png
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01-Introduction.rtf
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02-Lesson Video Recording.mp4
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02-Lesson Video Recording.png
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03-KeyPlayers-210205-110906.pdf
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03-Networking with Key Players.png
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04-DetermineYourWorkplaceNiche-210205-110955.pdf
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04-Developing Your Niche In the Workplace.png
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05-Building a Dynamic Workshop.png
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05-FormulaforBuildingaDynamicWorkshop1191104132408-210205-111340.docx
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06-LandYourFirstClient-210205-111445.pdf
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06-Landing Your First Corporate Client.png
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07-Developing Partnerships with Corporate Clients.png
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08-How to Uplevel Your Financial Wellness Program.png
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08-How to Uplevel Your Financial Wellness Program.rtf
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.006-BONUS - Corporate Wellness04-BONUS MODULE- FEEDBACK FORM
BONUS MODULE FEEDBACK FORM.png
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BONUS MODULE FEEDBACK FORM.rtf
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My Drive DataFinancial Coach Academy – Financial Coach Training 4.007-BONUS - Monthly Coaching Calls
June 2023 Q&A Call.png
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June 2023 Q&A Call.rtf
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