All the Ways You Can Make Money as a Financial Coach

Want to know how you can make money as a financial coach? Get excited – in today’s episode of the Financial Coach Academy Podcast, we’re going to dive deep and discuss all the creative ways you can increase your revenue (from recurring/subscription options to 1:1 work).

I’m so excited to welcome fellow financial coach, Jean Chatzky who is joining us today for this conversation. Jean is the CEO of HerMoney.com and host of the podcast HerMoney With Jean Chatzky. A New York Times and Wall Street Journal best-selling author, her latest book is Women with Money: The Judgment-Free Guide to Creating the Joyful, Less Stressed, Purposeful (and Yes, Rich) Life You Deserve.

When people hear the words “financial coach” often, they think of someone who is right there with you, coaching you through – and that’s absolutely true, but there’s so much more that you can offer as a certified financial coach.

Yes, you can absolutely work individually with your clients, but you can also offer a wide variety of programming that allows your current and future clients to engage with you in many different ways.

From masterminds to digital downloads to courses…the options are endless.

Key Takeaways:

• The moment you stop talking and truly listen is when clients have their biggest financial breakthroughs.
• Technical expertise gets you hired, but empathy makes you irreplaceable in a client's financial journey.
• Your most distinctive background experiences aren't distractions from coaching; they're your unique selling proposition for connecting with specific audiences.
• The best coaches know when to set aside their knowledge and simply hold space for a client's financial emotions to surface.
• Financial stress costs companies more in lost productivity than paying for financial wellness programs ever could.
• Nobody was born knowing how to manage money, and great coaches build trust by acknowledging this truth without judgment.
• Lasting behavior change requires a triple threat: individual guidance, group accountability, and self-directed learning opportunities.