The Financial Coaches Podcast By cover art

The Financial Coaches Podcast

By: Maria Casillas and Cody Sizemore
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  • Summary

  • Welcome to the Financial Coaches Podcast, where we talk about how to build your coaching practice from startup to scaleup while being the kind of coach your clients crave. Finally, a podcast for Financial Coaches. Your hosts, Maria Casillas and Code Sizemore. Brought to you by New Money Habits and Sizemore Financial Coaching. The Financial Coaches Podcast is the ultimate resource for financial coaches and professionals dedicated to empowering individuals and transforming lives through financial education and coaching. Hosted by industry experts, Maria Casillas and Cody Sizemore, this podcast brings you insightful discussions, expert interviews, and practical strategies to help you excel in your coaching practice and make a meaningful impact on your clients' financial well-being. Each episode of The Financial Coaches Podcast is carefully curated to provide valuable insights, actionable tips, and real-world examples to help you navigate the evolving landscape of financial coaching. Whether you're just starting your coaching journey or have years of experience under your belt, this podcast is your go-to destination for continuous learning, professional development, and staying ahead in the industry. Topics covered on the podcast include client relationship building, goal setting, financial planning, mindset coaching, marketing strategies, pricing structures, technology integration, and much more. With a focus on practical advice and tangible takeaways, you'll gain the knowledge and skills to elevate your coaching practice, attract more clients, and deliver exceptional results. Join Maria, Cody, and an array of industry experts as they share their insights, best practices, and success stories. Tune in to The Financial Coaches Podcast and be inspired, educated, and motivated to take your coaching practice to new heights. Whether you're a seasoned financial coach or aspiring to become one, The Financial Coaches Podcast is your trusted companion on the journey to financial coaching excellence. Stay connected with the latest episodes on our website, or subscribe and listen on your preferred podcast platform. Let's empower individuals, transform lives, and make a positive impact on the world of personal finance through the power of coaching.
    © 2024 New Money Habits 2022
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Episodes
  • Holding Your Ground With Refund Policies

    Holding Your Ground With Refund Policies
    Jun 3 2024

    Have you ever had a client ask for a refund? In this episode of The Financial Coaches Podcast, Cody shares his experience with a client who had asked for a refund, which goes against his practice’s policy. He shares his story of how he stood his ground, and even though there was initial tension, it has actually blossomed into something beautiful for both his practice and the client.

    🚨Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration

    ✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches

    ✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network. Join Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial

    ✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list

    🙋‍♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com

    📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact

    🎵 Music by Summer School

    @newmoneyhabits / @sizemorefinancialcoaching

    #newmoneyhabits #NewMoneyHabitsCoaches #NewMoneyHabitsFinancialCoaches #PersonalGrowth #Transformation #SelfDiscovery #Authenticity #FinancialCoaches #PodcastEpisode #FinancialCoach, #MoneyCoach, #PersonalFinanceCoach, #FinancialWellnessCoach #WealthCoach #FinanceCoach, #MoneyMindsetCoach #CommunityInCoaching #SupportNetwork #ProfessionalGrowth #CoachingJourney #PodcastEpisode #PersonalDevelopment #LevelingUp #CoachingCommunity
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    29 mins
  • You May Not Be Charging Enough

    You May Not Be Charging Enough
    May 27 2024

    Are you worried about what you charge? In this episode of The Financial Coaches Podcast, the hosts talk about different levels of what you ask your clients to invest in your services, and how it is so important to both you and your client’s success.

    🚨Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration

    ✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches

    ✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network. Join Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial

    ✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list

    🙋‍♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com

    📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact

    🎵 Music by Summer School

    @newmoneyhabits / @sizemorefinancialcoaching

    #newmoneyhabits #NewMoneyHabitsCoaches #NewMoneyHabitsFinancialCoaches #PersonalGrowth #Transformation #SelfDiscovery #Authenticity #FinancialCoaches #PodcastEpisode #FinancialCoach, #MoneyCoach, #PersonalFinanceCoach, #FinancialWellnessCoach #WealthCoach #FinanceCoach, #MoneyMindsetCoach #CommunityInCoaching #SupportNetwork #ProfessionalGrowth #CoachingJourney #PodcastEpisode #PersonalDevelopment #LevelingUp #CoachingCommunity
    Show more Show less
    30 mins
  • Coaching Curriculum Tips

    Coaching Curriculum Tips
    May 20 2024

    In this episode of The Financial Coaches Podcast, Maria and Cody explore the essentials of building a robust coaching curriculum. They share valuable insights and practical ideas on what a well-structured curriculum could look like for your clients and your practice. Tune in to discover how to create a curriculum that not only meets your client's needs but also enhances the effectiveness of your coaching practice.

    🚨Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration

    ✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches

    ✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network. Join Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial

    ✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list

    🙋‍♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com

    📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact

    🎵 Music by Summer School

    @newmoneyhabits / @sizemorefinancialcoaching

    #newmoneyhabits #NewMoneyHabitsCoaches #NewMoneyHabitsFinancialCoaches #PersonalGrowth #Transformation #SelfDiscovery #Authenticity #FinancialCoaches #PodcastEpisode #FinancialCoach, #MoneyCoach, #PersonalFinanceCoach, #FinancialWellnessCoach #WealthCoach #FinanceCoach, #MoneyMindsetCoach #CommunityInCoaching #SupportNetwork #ProfessionalGrowth #CoachingJourney #PodcastEpisode #PersonalDevelopment #LevelingUp #CoachingCommunity

    #FinancialCoaches #CoachingCurriculum #ClientSuccess #PersonalFinance #ProfessionalDevelopment #PodcastEpisode #CurriculumDesign #CoachingTips #FinancialCoaching #BuildYourCurriculum
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    30 mins
Leadership Economics Personal Success
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Profile Image for Stephen

Fantastic!

Love this podcast! I especially love the emotional / psychology perspective they bring to coaching.

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