The Financial Coaches Podcast
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.
Show episodes
Have you or your clients ever compared yourselves to others? In this episode of The Financial Coaches Podcast, Cody and Maria discuss a topic that came up in one of our monthly Coaches Meetups around comparison. The dangers of it of course, but also what you may want to do instead so that you can actually have comparis
Taking full ownership of your coaching practice—and your mindset—is one of the most powerful things you can do for your growth. In this episode of The Financial Coaches Podcast, Maria Casillas and Cody Sizemore explore what it really means to take ownership as a financial coach, and what happens when we don’t. They unp
What do you do if a client wants to file for bankruptcy? In this episode of The Financial Coaches Podcast, Cody shares a case-study of one of his clients that is going to be filing for bankruptcy. The events that led up to this, and how he handled it are important insights to know if you ever have your own client appro
Are you being distracted from building your practice into what it truly can be? In this episode of The Financial Coaches Podcast, Cody and Maria discuss a post that happened in our Facebook Group (The Financial Coaches Community - By New Money Habits), around being distracted by other opportunities in life, and how tha
Setting boundaries for your clients and leads? In this episode of The Financial Coaches Podcast, Cody shares an experience that he had with a lead that told him “No” twice, and came back for a third time around. The boundaries he set, and how they were healthy and helpful for not just him as a coach, but also for the p
Feeling cluttered with your notes? In this episode of The Financial Coaches Podcast, Cody and Maria discuss their practices with how they take notes, what they feel is the most important parts of making them highly effective, and even some tools that can revolutionize the process for you. Pro Tip: Take notes for this e
