Kelsa Dickey – Financial Coach Academy

The Academy Each concept has been assigned a module. Each module contains a series lessons, videos and handouts that will help you master the concept. Because the course is designed to have you build your business and grow your coaching skills as you work through it, by Module 2, you’ll take on clients.

And by the time you finish all five modules, you’ll have the coaching skills to serve clients confidently and a business that is 100% up and running. You might even find that you enjoy selling your services. Warning: This is a common side effect to completing Module 4.

Modules, Lessons and Topics covered in the Financial Coach Academy
Module 1
Clarity about Who You Are and Whom You Serve
Understanding your purpose and the Why behind your business is key.
Module 1 Lessons
LESSON ONE – Why people will hire your company
LESSON TWO – Clarify your vision of the business you want to build and who you want to be.
LESSON THREE – Identifying and refining the ideal client
LESSON 4: Your business name and tax, as well as licenses and legal protections
You will be able to:
Acquired clarity about who and what you are.
A clear vision for what kind of business you’re creating.
Identified your niche.
You have learned what challenges your ideal client is facing.
Be open to the possibility of becoming a financial coach.
You can turn that into a compelling Why Story.
Select a business name and choose a title
You should have a good grasp of the legal and administrative steps that you can take right now to help your business.
Module 1 Feedback

Module 2
A Client’s First Experience Working With You
Attracting Clients: How to Start Your First Coaching Session
Module 2 Lessons
LESSON ONE – Take the initiative from the beginning of a conversation
LESSON TWO : Qualifying a client in order to confirm your coaching readiness
LESSON THREE : Delivering your initial session and WOW! The client will be able to communicate clearly and get results
LESSON 4: Start working with your first clients
You will be able to:
Created a client journey plan for your company.
Create your sales conversation process
You have launched your first coaching session for clients.
Activated a scheduling program.
We created a tracking system to track leads, prospects, clients, and other information.
Announced you’re looking for clients (maybe even had a couple practice clients under your belt as well)
Module 2 Feedback
Module 3
Building long-Amazing Results for Long-Term Client Relationships
Design a client experience they won’t forget – and neither will you!
Module 3 Lessons
LESSON ONE – Step-By-Step program design and development
LESSON TWO – Dozens financial concepts presented with a coaching spin
LESSON THREE – Boundaries and critical conversations as a coach or entrepreneur
LESSON FOUR – Systems that help you free up your time, make coaching clients easier and save you money
You will be able to:
Create a coaching program to help your business.
You have created great content that will get your clients results.
Acquired effective coaching skills.
From a coaching perspective, I explored various financial concepts.
Adopted the four key roles you’ll play as a coach.
I have mastered the art of asking relevant questions.
Your Coaching Agreement was created.
Created and launched an Onboarding Sequence to help clients.
Built a tracking system for your clients’ journey through your program.
To help clients understand your expectations and set boundaries, you should establish important policies.
Module 3 Feedback

Module 4
Selling Your Coaching with Integrity
Invite clients for coaching.
Module 4 Lessons
LESSON ONE – Bridging the Gap
LESSON TWO : The Mindset of Sales
LESSON 3: The energy of sales
LESSON 4: Scripts, objections
You will be able to:
You can identify where your clients are right now and where they want to go. Then, you can determine how your services can help them bridge the gap.
Brainstormed methods your coaching program assists clients in solving their current problems.
Reflected on what you appreciate and dislike about sales conversations you’ve experienced.
Predesigned-Game sales strategy
The strategy of “teeing up” Your coaching.
For your Discovery session, I wrote pivot statements.
Find out how the energy of your workplace impacts your sales conversations
Explored various objections you may hear and how you’ll respond to them.
These are the 10 benefits you can expect from your coaching.
Here are three scenarios that might occur.
Module 4 Feedback
Module 5
Marketing your coaching
How to make a name and brand for yourself in order to attract potential clients
Module 5 Lessons
LESSON ONE : Developing referral partnerships
LESSON TWO: Rocking your social media
LESSON 3: Creating a killer site
LESSON FOUR – Designing marketing resources
You will be able to:
Establish goals for referral marketing and social networking marketing.
Strategies for identifying and establishing referral partnerships.
Identified who’s in front of your ideal clients on a regular basis already.
Brainstormed methods your coaching program assists their clients in solving their current problems.
Design a reach-Out strategy for connecting to referral partners (templates included!).
Design a follow-After a one-off, you can change your strategy.-To-One with a referral friend.
Created a social media strategy to promote your financial coaching business.
Below is a calendar of social media content to help you achieve your goals and build trust among prospects.
What are the main components of your website?
Copywriter for your website.
We explored various taglines and commercials that you could use to get the most out of the networking events you attend.