97. Working On Your Business vs Working In It: A Complete Guide for Financial Coaches

If you've been feeling overwhelmed in your financial coaching business lately, you're probably spending all your time serving clients, creating content, and answering emails. While these tasks matter, they're only part of the story. This week, we talk about why setting aside time to work ON your business (not just IN it) makes everything else feel easier. Despite the perception that you “don’t have time” to do anything other than take client calls.

Think of your business like a garden: you can spend all day watering plants and pulling weeds, but without a good design and irrigation system, you'll always be playing catch-up. On this week’s episode, we share practical ways to create space for strategic work, even if you only have five hours a week for your business right now. Plus, we talk about why having the right support network changes everything, both for building your business and helping your clients succeed.

You'll hear about specific times when doing less actually leads to better results, and why trying to be “kind of okay” at a dozen different things might be holding you back. Whether you're just starting out or feeling stuck in your current business, this episode will help you see where small changes in how you spend your time can make a real difference.

Want to start working on your business instead of just in it? Listen to learn how shifting just 20% of your work time to strategic planning could change everything about how your business feels and grows.

Links & Resources:

• Ultimate Growth Guide
• Join the Facebook group

Key Takeaways:

• Block off 20% of your work time for strategic planning because one hour of intentional business work creates more impact than five hours of reactive tasks.
• Schedule your most challenging business decisions when your energy peaks. A clear mind at 7 a.m. beats a tired brain at 8 p.m. every time.
• Your business systems should feel automatic but not robotic. Build processes that make your work smoother while keeping the human connection clients crave.
• Get really good at 2-3 things instead of being okay at a dozen things. Excellence in a few areas brings better results than mediocrity in many.
• Treat your business metrics like you treat a budget. The numbers tell you whether your time and energy investments are paying off.
• Use a dedicated notebook for your strategic work. When you look back, you'll see how yesterday's planning became today's foundation.
• Your client journey needs the right balance. Create systems flexible enough to personalize but structured enough to scale.