Course Curriculum

How To Start Marketing Financial Coaching Today

1section
14lectures
2h 59mtotal

What you’ll learn

  • New financial coaches looking to launch their own business

  • Understanding how to increase your visibility

  • Understanding how to increase your authority

  • Understanding how you can increase your income

01

Introduction

14 lectures • 2hr 59min

  • How To Start Marketing Welcome

    Learn to launch your financial coaching business by focusing on marketing to gain exposure, build trust, and connect with prospects in this five-session course.

    1:52

  • Launching Your Platform (Session 1)

    Launch your financial coaching platform by quickly establishing the basics, prioritizing relationship-building and video content, and using Facebook, YouTube, and LinkedIn for exposure.

    26:04

  • Platform Highlights

    Set up your platform of choice (or several) with the video walkthrough in the resource handout. Learn to gain exposure by making personal connections with your viewers.

    0:32

  • Making A Personal Connection (Session 2)

    Learn to connect with clients in financial coaching by revealing who you are, why you coach, and personal stories, using simple webcam videos.

    16:30

  • Connection Highlights

    Record an introduction video, be yourself, share your personality and financial journey with coaching prospects, post it publicly, join the graduate group, and build credibility to overcome imposter syndrome.

    1:10

  • Demonstrating Your Expertise (Session 3)

    Learn how financial coaches demonstrate expertise through focused, engaging presentations: lists, how-tos, what-is videos, gamified sessions, and how to build credibility with real-world stories and workshops.

    25:03

  • Expertise Highlights

    Develop a financial presentation to demonstrate your expertise and build trust as a coach, then start topics you’re comfortable with, record the video, and share it in course graduates group.

    1:05

  • Becoming More Discoverable (Session 4)

    Optimize metadata, thumbnails, titles, and descriptions to boost discoverability of financial coaching videos. Guide viewers toward simple calls to action, like email or scheduling links, to convert views into clients.

    31:24

  • Discoverability Highlights

    Discover how to boost video discoverability by optimizing thumbnails, crafting intriguing titles, and including your bio and links in descriptions, with a resources handout to guide you today.

    0:52

  • Increasing Sales and Income (Session 5)

    Boost your financial coaching launch by building a video-driven sales funnel that turns leads into clients. Embrace calls to action, HubSpot CRM notes, and income streams like courses and affiliates.

    22:46

  • Impacting Lives

    Publish value-driven videos to grow your financial coaching business, expanding offerings and income streams as your influence rises; share your story and personality to attract clients, happy customers, and referrals.

    1:05

  • The Rest Of My Marketing Secrets

    Get the book here: https://geni.us/dANkeA Are you ready to turn your passion for financial coaching into a thriving business? In "Be Discovered: How to Market Your Financial Coaching Business," veteran financial coach Pete shares his proven strategies for leveraging social media, networking, workshops, partnerships, and traditional marketing to launch and grow your own financial coaching practice. He'll also tell you what didn't work and how to avid wasting time and money. With over 100,000,000 views across his channels, Pete knows firsthand what it takes to build a strong online presence and attract clients in the digital age. In this engaging and informative guide, he reveals the secrets behind his success and shows you how to avoid the common mistakes that hold many new coaches back. You'll discover the power of authority and how to establish yourself as a trusted expert in your niche. Pete shares his own experiences, from paying off his mortgage early to building multiple successful businesses, and demonstrates how these personal achievements can serve as compelling social proof to potential clients. But this book isn't just about big wins and major milestones. Pete also dives into the smaller, everyday actions that can help you build your authority and attract clients consistently. From mastering the art of meal planning to navigating the world of freelancing, you'll learn how to identify and showcase your unique areas of expertise to stand out in a crowded market. Throughout the book, Pete maintains a fun, casual, and engaging tone, making even the most complex marketing concepts feel accessible and achievable. With a perfect balance of humor, storytelling, and practical advice, "Be Discovered" is the ultimate resource for aspiring financial coaches who want to turn their knowledge and skills into a profitable, impactful business. Whether you're just starting out or looking to take your existing coaching practice to the next level, this book will give you the tools, strategies, and inspiration you need to succeed. Don't just be a financial coach – be discovered and make a lasting difference in the lives of your clients.

    2:59

  • BONUS: Affordable Way To Post To Multiple Social Media Channels

    Learn an affordable way to post to multiple social channels using Hero Post, with scheduling tips for financial coaching reach. Compare costs with Hootsuite and Buffer.

    6:57

  • BONUS: Questions & Answers

    Unpack practical strategies for running a financial coaching practice, including Google Voice and VoIP for communications, texting norms, pricing approaches, and AFC certification considerations.

    40:52