Kelsa Dickey – Financial Coach Academy

Kelsa Dickey – Financial Coach Academy

Kelsa Dickey - Financial Coach Academy

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Become a Financial Coach
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Gain coaching skills, design your program, get clients, and build your financial coaching business with The Financial Coach Academy.

Modules, Lessons, and Topics Covered in the Financial Coach Academy

Module 1

Clarity On Who You Are And Who You Serve

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Understand your purpose and your Why behind your business. 
Module 1 Lessons
LESSON ONE: Why people will hire you
LESSON TWO: Clarify your vision for the business you are building and what you will call yourself
LESSON THREE: Identifying and refining your ideal client
LESSON FOUR: Your business name, tax, license and legal protections
By the end of this lesson, you will have:
  • Gained clarity on who you are and who you serve.
  • A clear vision for what kind of business you’re creating.
  • Identified your niche.
  • Learned the challenges your ideal clients are experiencing.
  • Embraced where your desire to become a financial coach comes from.
  • Begun crafting that into a compelling Why story.
  • Picked a business name and chosen a title.
  • A good understanding of some administrative and legal steps you can take for your business right now.
Module 1 Feedback

Module 2

A Client’s First Experience Working With You

Attracting Clients and How Your Initial Coaching Sessions Go

Module 2 Lessons

LESSON ONE: Taking the lead from the first conversation
LESSON TWO: Qualifying a client to confirm coaching readiness
LESSON THREE: Delivering your first session and Wow! the client with clarity and results
LESSON FOUR: Starting to work with your first few clients
By the end of this lesson, you will have:
  • Mapped out a client journey for your business.
  • Created your sales conversation process.
  • Designed and launched your initial coaching session with clients.
  • Activated a scheduling software.
  • Built a tracking system for leads, prospects, and clients.
  • Announced you’re looking for clients (maybe even had a couple practice clients under your belt as well)

Module 2 Feedback

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Module 3

Building Long-Term Client Relationships Through Amazing Results

Design a client experience they won’t forget – and neither will you!

Module 3 Lessons

LESSON ONE: Step-by-step program development and design
LESSON TWO: Dozens of financial concepts delivered with a coaching spin
LESSON THREE: Boundaries and crucial conversations as a coach and entrepreneur
LESSON FOUR: Systems that support you, free up your time and make coaching your clients easier
By the end of this lesson, you will have:
  • Designed a coaching program for your business.
  • Created really great content that gets your clients results.
  • Learned effective coaching skills.
  • Explored various financial concepts from a coaching perspective.
  • Adopted the four key roles you’ll play as a coach.
  • Learned the art of asking effective questions.
  • Drafted your Coaching Agreement.
  • Designed and launched an onboarding sequence to lead clients through.
  • Built a tracking system for your clients’ journey through your program.
  • Established important policies to help you establish boundaries and expectations with clients.

Module 3 Feedback

Module 4

Selling Your Coaching With Integrity

Invite clients to start and continue their coaching with confidence

Module 4 Lessons

LESSON ONE: Bridging the gap
LESSON TWO: Mindset of sales
LESSON THREE: Energy of sales
LESSON FOUR: Scripts and objections
By the end of this lesson, you will have:
  • Identified where your clients are today, where they want to be and how your services help to bridge that gap.
  • Brainstormed ways your coaching program helps clients to solve their current challenges.
  • Reflected on what you appreciate and dislike about sales conversations you’ve experienced.
  • Designed a pre-game sales strategy.
  • Learned the strategy of “teeing up” your coaching.
  • Wrote out pivot statements for your Discovery session.
  • Learned how the energy in your workspace impacts your sales conversations.
  • Explored various objections you may hear and how you’ll respond to them.
  • Identified 10 benefits of your coaching.
  • Outlined how you will wrap up your Discovery session for three scenarios that could occur.

Module 4 Feedback

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Module 5

Marketing Your Coaching 

How to create a brand and a name for yourself so you attract eager clients

Module 5 Lessons

LESSON ONE: Developing referral relationships
LESSON TWO: Rocking your social media
LESSON THREE: Creating a killer website
LESSON FOUR: Designing marketing resources
By the end of this lesson, you will have:
  • Established goals for your referral marketing and social media marketing.
  • Learned strategies for identifying and establishing referral relationships.
  • Identified who’s in front of your ideal clients on a regular basis already.
  • Brainstormed ways your coaching program helps their clients to solve their current challenges.
  • Designed a reach-out strategy for connecting with referral partners (templates provided!).
  • Designed a follow-up strategy after a one-to-one with a referral partner.
  • Launched a social media strategy for your financial coaching business.
  • Outlined a social media content calendar that matches your goals and builds trust with prospects.
  • Learned about the key components of your website.
  • Wrote out the copy for your website.
  • Explored various commercials and taglines you can use to gain the most from the networking meetings you attend.

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