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The Financial Coaching Playbook: How to Easily Launch & Grow Your Coaching Business

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The ultimate guide for people looking to follow their passion and become a financial coach. If you love to help people with their personal finances but aren't sure how to set up a business around this dream, The Financial Coaching Playbook is your top resource to make it a reality. This playbook covers how to find your ideal client, what your initial conversations should look like to bring them on board, how to add value at each step of the process, and so much more. You will learn how to run a business that helps others, fulfills your passions, and actually makes you a living too. If your goal is to become a financial coach then you must read through this playbook!

252 pages, Paperback

Published March 30, 2020

13 people are currently reading
75 people want to read

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Displaying 1 - 6 of 6 reviews
Profile Image for Kimbree Redburn.
3 reviews
August 18, 2020
This book is a fabulous guide for anyone looking to start or expand their financial coaching business. The worksheets and guidance included are so valuable. I feel like each chapter gave me greater insight on how to grow my business. Instead of just ideas or concepts, this book helps the reader create actionable steps forward.
Profile Image for Daria.
91 reviews2 followers
May 6, 2023
This playbook is a wonderful resource for financial coaches and beyond. This book is filled with helpful ideas, tips, and tools for beginning, intermediate, and seasoned coaches that want fresh ideas or reminders of tried and true techniques.

This book was a gift from my children a couple of years ago, I just finished reading it and can't wait to begin the re-read. So good!
17 reviews
February 7, 2024
Kelsa focuses on more of the ‘how to’ get clients, questions to ask in sessions, etc. more than the information that a financial coach needs to know to be a good coach. Nice complimentary book to go along with financial coaching training.
Profile Image for Sherry.
1 review
April 7, 2020
This book lays out the process of starting and growing a financial coaching business. I highly recommend it to anyone even thinking about financial coaching!
Profile Image for Suzanne.
243 reviews6 followers
October 13, 2025
Probably would have been good to know about this book last year when I was just getting started. Good info but not what I hoped at this juncture in my coaching business.
Displaying 1 - 6 of 6 reviews

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