The Financial Coach Academy® Podcast

You can create the most beautiful, helpful content in the world, but if you're not inviting people to work with you, you're an educator, not a business owner.

Walli Miller learned this the hard way. She was doing everything “right” as a content creator. Her posts were gorgeous, her financial tips were solid, people were commenting and sharing her stuff. But months went by after her first client, and crickets.

Brian Haney has watched it happen more times than he can count. A client comes to him with what looks like a straightforward financial situation, but six months later, they're calling his office feeling completely overwhelmed. Not because the plan was wrong, but because something fundamental was missing.

In Brian's case, one example was a recently retired client who had plenty of money and a solid income plan. Sh...

When you're starting your coaching business, your friends and family feel like the obvious first clients. They already trust you, they want to support your new venture, and honestly, it feels way less scary than reaching out to complete strangers.

But what happens when your sister stops sharing her real spending habits because she doesn't want you judging her credit card debt at Thanksgiving dinner? Or when your ...

If you've been coaching for any length of time, you've probably experienced this. A client introduces you as their financial therapist or thanks you for their financial therapy session. It might seem like a compliment, but there's something important we need to address.

Money is deeply emotional. When we help clients work through their financial challenges, we're often helping them process feelings like...

Have you been spinning your wheels with marketing, doing all the things you're supposed to do…but feeling like you're getting nowhere? You're showing up on social media, going to networking events, having coffee chats, but your client list isn't budging. Most of us think the solution is to do more—add another platform, attend more events, schedule more meetings.

What if that's actually making thing...

What does it really mean to be a financial coach in integrity with what we do? This week on the podcast, we’re tackling this head-on, talking about the realities behind what's often seen but seldom spoken about. It’s the challenges behind coaches coaching coaches (say that three times fast!) and staying in integrity with how we market ourselves and being open and transparent with clients.

In this episode, you’ll hear ...

Ever tried to talk a client out of a risky decision? Found yourself pushing harder when they won't listen to your advice? If you've ever felt your stomach drop when a client chose the path you knew was wrong, this episode is for you.

Here's the uncomfortable truth: when we try to control our clients' choices, it's usually not about them. It's about us. Our insecurity that their mistakes will r...

Have you ever met someone in person after following their content and thought, “Wow, they're exactly who I thought they'd be”? That's the power of authenticity, and it's what your clients are looking for too.

Today we're talking about something I see happening a lot in our profession—coaches trying to sound like someone else instead of developing their own voice. I'll share why this matters mo...

I used to lose sleep before coaching sessions where I knew I had to deliver tough news. If I saw someone's finances and they were way over budget every month, I felt like, oh my gosh, I'm going to have to be the messenger of terrible news. What are they going to think? How are they going to react?

Today we're talking about those conversations that make your stomach tighten—the ones many coaches want to avoid...

Many coaches think they need to be everywhere on social media, posting constantly and hoping their ideal clients will find them. But there's a problem with putting all your eggs in the social media basket: social media in 2025 is not the same social media from 10 years ago. And that means that growing a business on social media is leaving too much to chance.

This week, we're talking about why email marketing matt...

Starting a new career can be a challenge. In many instances, we have the opportunity to learn from a mentor or manager who can guide us in the right direction. And while I serve as a mentor for financial coaches, few have actually experienced or witnessed a financial coaching session. 

So I was thrilled when a member of our online community agreed to allow me to record a coaching session as I coached her around a financial...

Financial coach and bookkeeper Amber Joy Pietrangelo never planned on having her own business after business classes in college completely turned her off from entrepreneurship.

But now, Amber has created a unique coaching approach where bookkeeping and financial guidance blend seamlessly. In her own business.

After struggling through multiple career and business shifts, Amber discovered her “magic sauce,” getting...

Are you wrapping up clients’ final sessions with an awkward “goodbye and good luck”? You might be missing the biggest opportunity in your coaching business.

We continue our series on delighting clients this week by focusing on what happens after their formal program ends. Financial wellness isn't a destination—it's a lifelong journey with new challenges at every stage. By maintaining meaningful relationships with...

Are you caught checking client emails on family movie night or waking up at 3 a.m. worried you forgot to send that follow-up? Your love for financial coaching might be getting buried under a mountain of admin tasks.

As coaches, we're drawn to this work because we want to help people transform their relationship with money. But the reality is that running a business involves so much more than just coaching sessions. Th...

I don't think I need to tell you about the chaos social media has experienced lately. Meta goes down from time to time. Instagram suddenly changed square feeds to vertical graphics with no warning. TikTok's future remains uncertain.

It’s too much to keep up with, and even if you understand the “rules,” they’re bound to change in the coming months. While there’s still value in social media, we can’t really rely on...

If you’ve ever felt like there’s not enough time to get everything done in your financial coaching business, you’re not alone. Starting a business is tough, especially when you're trying to do it on the side of a 9-to-5.

This week on the podcast, we're sharing some golden nuggets on how to efficiently split your time between the essential tasks: working ON your business, snagging those crucial clients, deliverin...

"Not a single person on their deathbed says, 'I really wanted to get to a net worth of $1.5 million and I only got to 1 million, and I'm so upset.'" Dr. Jordan Grumet, author of "The Purpose Code," challenges us to rethink what truly matters when it comes to money and purpose.

Jordan found his path to medicine after losing his father unexpectedly, and this personal experience gave him a u...

You know that sneaky trap called the “excellence zone”? It’s those tasks you're pretty good at, maybe even enjoy a little? For me, it was organizing client financials into spreadsheets and setting up systems. The trap is that because you're good at it, it's easy to keep doing it yourself. Even when it’s time to let it go.

But every minute you spend there is a minute you're not spending in your true zone...

You've got a client who's ready to work with you—they've paid for their first session and now you're feeling those pre-session nerves. Sound familiar?

In this episode, we talk about what's really going on in your client's mind when they show up for that first paid session (hint: they're probably more nervous than you are). I share the exact structure I use to make sure every client leaves...