Specialty Toolkit:
Embodying the Role of a Financial Coach
*This Specialty Toolkit is included in the Financial Coach Academy®. Explore The Academy® here*
Beyond the checklist
You dream of supporting your clients as they make major changes to their money habits. You imagine coaching them as they feel excited to “put in the work” and invest time and thought into making financial decisions for themselves. And you imagine them sharing what they’re thinking and how they’re feeling, so you can best guide them through these changes and decisions most effectively.
That is all possible, but it requires trust.
Trust is at the heart of this Specialty Toolkit. You need to have trust in your own identity, abilities and responsibilities as a coach. The client needs to trust in their abilities to reflect, think critically and solve problems. And both of these require that you build a solid relationship based on understanding and (you guessed it) trust.
While that may seem like an easy thing to do, it doesn’t miraculously happen; there are specific steps and skills you can develop to help cultivate a solid coaching relationship — starting with the initial meeting. You don’t need an accreditation to take your clients beyond the checklist.
You need to embody the role of a financial coach.
Specialty Toolkit:
Embodying the Role of a Financial Coach
Receive ICF Accredited Continuing Coach Education (CCE) hours.
This Specialty Toolkit covers a variety of specific coaching skills and practices including:
Your 4 Key Roles
Your 3 Key Beliefs
The Best Questions
5 Commitments to Master Your Craft
Setting Expectations
Establishing Initial Goals
How to Wrap Up a Coaching Session
Your 4 Key Roles
You will wear four main hats as a financial coach. Ideally, you’ll weave between these four roles throughout each client session.
Most coaches do 1-2 of these roles naturally, but by embracing all four, you’ll become a more well rounded coach and your clients will benefit.
Your 3 Key Beliefs
These three fundamental beliefs are at the core of who we are as coaches and why we do what we do. Having these beliefs brings a calm and determined purpose to this work. Your confidence will soar when you embody these three core beliefs. If your commitment ever wavers, come back to this lesson to get revitalized.
These first two lessons are 31 minutes and contain 2 handouts.
The Best Questions
Questions are the key to unlocking our clients’ potential. Questions help them understand themselves better, become more aware of their thoughts, desires and hesitations, and allow them to share more openly with you, their coach. The result is faster progress and results and a more enjoyable experience for both you and your client. But not just any question will do, you want to be able to ask the best questions.
This lesson is 36 minutes and contains 1 handout.
5 Commitments to Master Your Craft
Every client is different and thus, every conversation and approach you take may need to be slightly different. But these five commitments are your guardrails and ensure you deliver a consistent standard of coaching across the board to all your clients.
This lesson is 24 minutes and contains 1 handout.
Setting Expectations
Coaching doesn’t just happen during the coaching sessions but with every exchange you have with your clients. Your client can’t fully focus on their growth and their journey if they’re continuously wondering what comes next, what’s expected of them, how things work, where they go from here, and what they can expect from you. Your ability to set clear expectations in these seven key areas of their journey are critical to your client’s success.
This lesson is 17 minutes and contains 1 handout.
Establishing Initial Goals
Change for the sake of change feels like sacrifice. Changes that are connected to a bigger goal have the power to ignite and energize our clients. Your clients’ initial goals set the pace, purpose, and roadmap for the coaching relationship. If done right, these goals create client excitement and buy-in and help you, the coach, stay focused and out of self-doubt along the way.
This lesson is 13 minutes and contains 1 handout.
How to Wrap Up a Coaching Session
The key to a successful coaching session is tied to how you end the prior coaching session. Coaches are often so concerned about what they’ll discuss during the session, they fail to think about how they will bring the session to a close. Learn the five components of a successful wrap up and the precise questions or statements to facilitate it. “The end of a coaching session is like the bow you place on a wrapped present.” ~ Kelsa Dickey
This lesson is 23 minutes and contains 1 handout.
This Specialty Toolkit covers a variety of specific coaching skills and practices including:
Your 4 Key Roles
You will wear four main hats as a financial coach. Ideally, you’ll weave between these four roles throughout each client session. Most coaches do 1-2 of these roles naturally, but by embracing all four, you’ll become a more well rounded coach and your clients will benefit.
Your 3 Key Beliefs
These three fundamental beliefs are at the core of who we are as coaches and why we do what we do. Having these beliefs brings a calm and determined purpose to this work. Your confidence will soar when you embody these three core beliefs. If your commitment ever wavers, come back to this lesson to get revitalized.
These first two lessons are 31 minutes and contain 2 handouts.
The Best Questions
Questions are the key to unlocking our clients’ potential. Questions help them understand themselves better, become more aware of their thoughts, desires and hesitations, and allow them to share more openly with you, their coach. The result is faster progress and results and a more enjoyable experience for both you and your client. But not just any question will do, you want to be able to ask the best questions.
This lesson is 36 minutes and contains 1 handout.
5 Commitments to Master Your Craft
Every client is different and thus, every conversation and approach you take may need to be slightly different. But these five commitments are your guardrails and ensure you deliver a consistent standard of coaching across the board to all your clients.
This lesson is 24 minutes and contains 1 handout.
Setting Expectations
Coaching doesn’t just happen during the coaching sessions but with every exchange you have with your clients. Your client can’t fully focus on their growth and their journey if they’re continuously wondering what comes next, what’s expected of them, how things work, where they go from here, and what they can expect from you. Your ability to set clear expectations in these seven key areas of their journey are critical to your client’s success.
This lesson is 17 minutes and contains 1 handout.
Establishing Initial Goals
Change for the sake of change feels like sacrifice. Changes that are connected to a bigger goal have the power to ignite and energize our clients. Your clients’ initial goals set the pace, purpose, and roadmap for the coaching relationship. If done right, these goals create client excitement and buy-in and help you, the coach, stay focused and out of self-doubt along the way.
This lesson is 13 minutes and contains 1 handout.
How to Wrap Up a Coaching Session
The key to a successful coaching session is tied to how you end the prior coaching session. Coaches are often so concerned about what they’ll discuss during the session, they fail to think about how they will bring the session to a close. Learn the five components of a successful wrap up and the precise questions or statements to facilitate it. “The end of a coaching session is like the bow you place on a wrapped present.” ~ Kelsa Dickey
This lesson is 23 minutes and contains 1 handout.
Cost
$497
Cost
$497
See What Other Coaches Are Saying
I tried hard not to binge this one because I like to reflect, but it was too good to put my phone down. I watched it while being with the kids and any opportunity like eating, being the passenger in a car or dare say it when I have a moment of alone time in the restroom.
Rebecca Bautista
This Speciality Toolkit was very helpful. I will help me to ask better and more targeted questions of my clients. And it will help me to wrap up each session with the client being more engaged, as they will be sharing with me their takeaways and their action steps to work on before their next session.
Jody McRoberts
This Specialty Toolkit also includes:
Our Financial Coaching Framework:
Every exercise we create uses this framework. It can be applied to any financial topic you want to review and discuss with your clients and has been adopted over the years from coaches around the world and other industries.
Using this framework allows you to systematically and consistently: 1) teach your clients a new financial concept, 2) coach them to practice self-awareness, assess a situation and create a plan of action and 3) commit to changes and overall growth in order to get results.
Handout Templates:
Easily create your own handouts to use with your clients using the five Canva handout templates provided. Make your coaching concepts more visual for your clients by adding your colors, images and very own style to these handouts templates. Five template options are included based on the type of handout you want to create:
Template 1: Content (for educational content with heavy text)
Template 2: Reflection Questions
Template 3: Journal Prompt
Template 4: Bulleted Lists
Template 5: Checklists
Handout Template Tutorial:
If you’re new to using Canva, the online graphic design tool, or find it frustrating to use, this Specialty Toolkit includes a step-by-step tutorial video on using Canva. Learn best practices for modifying the above templates in order to simplify and speed up your content creation efforts.
These added bonuses help you to create professional and cohesive looking handouts and content to uplevel your brand.
Cost
$497
Cost
$497
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