The Financial Coaches Podcast

In this episode of The Financial Coaches Podcast, Cody and Maria talk about what it takes to become a 6-figure financial coach. Something that most financial coaches aspire to, but find the path to get there to be difficult. They unpack what it takes, what mindset to have, and what type of person you need to become in order to transform your practice, and your life, into its ideal place. ✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches ✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network. Join The Financial Coaches Meetup and get your first month FREE: www.newmoneyhabits.com/coaches 👉 Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Masterclass: www.newmoneyhabits.com/coaches-masterclass 🙋‍♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com 📞 Schedule a call with Maria: https://newmoneyhabits.as.me/?appointmentType=16158777 📞 Schedule a call with Cody: https://calendly.com/sizemorecoaching/connection-call?month=2022-06 🎵 Music by Summer School @newmoneyhabits / @sizemorefinancialcoaching

In this episode of The Financial Coaches Podcast, Maria and Cody talk about how to navigate saying no to someone who wants to work with you, but they aren’t the best fit for you and your definition of what your ideal client is. This can be a sticky situation to work through, but leading with their best interest in mind is always a great way to level it out. 👉 Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches 👉 Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network. ✅ Join The Financial Coaches Meetup and get your first month FREE: www.newmoneyhabits.com/coaches 👉 Are you ready to launch your coaching practice or take your coaching practice to the next level? ✅ Learn more about The New Money Habits Financial Coaches Masterclass: www.newmoneyhabits.com/coaches-masterclass 👍 Have questions for the hosts? ✅ Submit them to: podcast@newmoneyhabits.com 📞 Schedule a call with Maria: https://newmoneyhabits.as.me/?appointmentType=16158777 📞 Schedule a call with Cody: https://calendly.com/sizemorecoaching/connection-call?month=2022-06 🎵 Music by Summer School @newmoneyhabits / @sizemorefinancialcoaching

In this episode of The Financial Coaches Podcast, Cody and Maria talk about how long we as coaches should work with clients. At the end of the day, there is no formulaic answer to this, it comes down to what you and the client both can benefit from mutually. There are ways to set yourself up for success, as well as the client, and that is where the secret sauce comes into place. * Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches * Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network. Join The Financial Coaches Meetup and get your first month FREE: www.newmoneyhabits.com/coaches * Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Masterclass: www.newmoneyhabits.com/coaches-masterclass * Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com * Schedule a call with Maria: https://newmoneyhabits.as.me/?appointmentType=16158777 * Schedule a call with Cody: https://calendly.com/sizemorecoaching/connection-call?month=2022-06 Music by Summer School @newmoneyhabits / @sizemorefinancialcoaching

Do You Need a Website? In this episode of The Financial Coaches Podcast, Maria and Cody talk about whether or not it's necessary for coaches to have a website for their business. There are pros and cons to having one, but there are other options that you could consider as well. What works best for you? Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network. Join The Financial Coaches Meetup and get your first month FREE: www.newmoneyhabits.com/coaches Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about the New Money Habits Financial Coaches Masterclass: www.newmoneyhabits.com/coaches-masterclass Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com Schedule a call with Maria: https://newmoneyhabits.as.me/?appointmentType=16158777 Schedule a call with Cody: https://calendly.com/sizemorecoaching/connection-call?month=2022-06 Music by Summer School @newmoneyhabits / @sizemorefinancialcoaching

In this episode, Maria and Cody talk about whether or not it's necessary for coaches to have a website for their business. There are pros and cons to having one, but there are other options that you could consider as well. What works best for you? Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com Join our FREE Facebook Group of like-minded coaches: www.facebook.com/groups/nmhcoaches Join our Coaches+ Meetup Community and get your first month FREE: www.newmoneyhabits.com/coaches Learn more about the New Money Habits Coaches Masterclass: www.newmoneyhabits.com/coaches-masterclass Schedule a call with Maria: https://newmoneyhabits.as.me/?appointmentType=16158777 Schedule a call with Cody: https://calendly.com/sizemorecoaching/connection-call?month=2022-06 Music by Summer School @newmoneyhabits / @sizemorefinancialcoaching

In this episode, Cody and Maria talk about their experiences with when clients end up self-sabotaging and the deeper meaning behind that. Anyone who has been a coach for long enough has had this experience before, and it can be upsetting to everyone involved, but if we know how to get behind the mind and figure out the root of the cause, there can still be growth to be had. Also, listen to the end for Maria having a humbling moment of her knowledge of legacy movies! Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com Join our FREE Facebook Group of like-minded coaches: www.facebook.com/groups/nmhcoaches Join our Coaches+ Meetup Community and get your first month FREE: www.newmoneyhabits.com/coaches Learn more about the New Money Habits Coaches Masterclass: www.newmoneyhabits.com/coaches-masterclass Schedule a call with Maria: https://newmoneyhabits.as.me/?appointmentType=16158777 Schedule a call with Cody: https://calendly.com/sizemorecoaching/connection-call?month=2022-06 Music by Summer School @newmoneyhabits / @sizemorefinancialcoaching

In this episode, Maria and Cody talk about why making sure that your energy is in its ideal state is so important to your coaching practice. Whether it be how you show up to consultations, coaching calls, or even your daily tasks, having your energy be aligned to bring you life and excitement is absolutely critical to not only your success, but also your clients success. Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com Join our FREE Facebook Group of like-minded coaches: www.facebook.com/groups/nmhcoaches Join our Coaches+ Meetup Community and get your first month FREE: www.newmoneyhabits.com/coaches Learn more about the New Money Habits Coaches Masterclass: www.newmoneyhabits.com/coaches-masterclass Schedule a call with Maria: https://newmoneyhabits.as.me/?appointmentType=16158777 Schedule a call with Cody: https://calendly.com/sizemorecoaching/connection-call?month=2022-06 Music by Summer School @newmoneyhabits / @sizemorefinancialcoaching

In this episode, the hosts sit down with the whole crew behind the scenes of the podcast to discuss some of our favorite clips from the hottest episodes over the last year of the show. We take a deep dive and discuss things in depth with new thoughts and perspectives on it. We also have a very special offer at the end, so be sure not to miss out on that. Thank you for listening to and supporting this show over the last year. We are looking forward to the next year to come! Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com Join our FREE Facebook Group of like-minded coaches: www.facebook.com/groups/nmhcoaches Join our Coaches+ Meetup Community and get your first month FREE: www.newmoneyhabits.com/coaches Learn more about the New Money Habits Coaches Masterclass: www.newmoneyhabits.com/coaches-masterclass Schedule a call with Maria: https://newmoneyhabits.as.me/?appointmentType=16158777 Schedule a call with Cody: https://calendly.com/sizemorecoaching/connection-call?month=2022-06 Music by Summer School @newmoneyhabits / @sizemorefinancialcoaching

The Financial Coaches Podcast is the original podcast for Financial Coaches, by Financial Coaches. Your hosts, Maria Casillas and Cody Sizemore talk about how to build your coaching practice from startup to scaleup while being the kind of coach your clients crave. It’s packed with powerful insights and practical information. The second season of The Financial Coaches Podcast is coming soon! Available on your favorite Podcast App, as well as YouTube and Rumble. Be sure to like and subscribe so you don’t miss a single episode.

In this episode the gang talks about the massive importance of setting and establishing boundaries with and for your clients. Doing this can not only be healthy for you as a coach, but it's an opportunity for you to be able to nurture your clients in a truly empowering way. Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com Join our FREE Facebook Group of like-minded coaches: www.facebook.com/groups/nmhcoaches Join our Coaches+ Meetup Community and get your first month FREE: www.newmoneyhabits.com/coaches Learn more about the New Money Habits Coaches Masterclass: www.newmoneyhabits.com/coaches-masterclass Schedule a call with Maria: https://newmoneyhabits.as.me/?appointmentType=16158777 Schedule a call with Cody: https://calendly.com/sizemorecoaching/connection-call?month=2022-06 Music by Summer School @newmoneyhabits / @sizemorefinancialcoaching

In this episode, Cody and Maria talk about a listener's scenario of how to get their clients motivated. The conversation snowballed into the importance of not just telling clients what they need to do, but instead the art of asking questions to empower the client to figure out the solution to motivating themselves. Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com Join our FREE Facebook Group of like-minded coaches: www.facebook.com/groups/nmhcoaches Join our Coaches+ Meetup Community and get your first month FREE: www.newmoneyhabits.com/coaches Learn more about the New Money Habits Coaches Masterclass: www.newmoneyhabits.com/coaches-masterclass Schedule a call with Maria: https://newmoneyhabits.as.me/?appointmentType=16158777 Schedule a call with Cody: https://calendly.com/sizemorecoaching/connection-call?month=2022-06 Music by Summer School @newmoneyhabits / @sizemorefinancialcoaching

In this episode, Maria and Cody talk about a powerful exercise around helping your clients not only find out what their values are, but identifying why they are important to them, and how to apply them to their finances. This is a ground-breaking exercise that any coach can use to level up their clients and their practice. Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com Join our FREE Facebook Group of like-minded coaches: www.facebook.com/groups/nmhcoaches Join our Coaches+ Meetup Community and get your first month FREE: www.newmoneyhabits.com/coaches Learn more about the New Money Habits Coaches Masterclass: www.newmoneyhabits.com/coaches-masterclass Schedule a call with Maria: https://newmoneyhabits.as.me/?appointmentType=16158777 Schedule a call with Cody: https://calendly.com/sizemorecoaching/connection-call?month=2022-06 Music by Summer School @newmoneyhabits / @sizemorefinancialcoaching

In this episode, Maria and Cody talk about what it looks like when clients encounter unexpected income, and some different approaches on how to best utilize it. The goal is to empower your client to make decisions that not only push them forward with their goals but also align with their values as well. Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com Join our FREE Facebook Group of like-minded coaches: www.facebook.com/groups/nmhcoaches Join our Coaches+ Meetup Community and get your first month FREE: www.newmoneyhabits.com/coaches Learn more about the New Money Habits Coaches Masterclass: www.newmoneyhabits.com/coaches-masterclass Schedule a call with Maria: https://newmoneyhabits.as.me/?appointmentType=16158777 Schedule a call with Cody: https://calendly.com/sizemorecoaching/connection-call?month=2022-06 Music by Summer School @newmoneyhabits / @sizemorefinancialcoaching

In this episode, Cody and Maria talk about how to follow up with your leads so that NONE of them fall through the cracks any longer. Cody shares his own personal system as to how he is able to stay on top of his leads which has led to him being able to take his part-time coaching business to full-time. Break out the notepad for this one ladies and gents! Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com Join our FREE Facebook Group of like-minded coaches: www.facebook.com/groups/nmhcoaches Join our Coaches+ Meetup Community and get your first month FREE: www.newmoneyhabits.com/coaches Learn more about the New Money Habits Coaches Masterclass: www.newmoneyhabits.com/coaches-masterclass Schedule a call with Maria: https://newmoneyhabits.as.me/?appointmentType=16158777 Schedule a call with Cody: https://calendly.com/sizemorecoaching/connection-call?month=2022-06 Music by Summer School @newmoneyhabits / @sizemorefinancialcoaching

In this episode, Maria and Cody unpack a conversation that Cody had with a listener about how they felt a lot of pressure and anxiety during their consultations. The hosts dive in and discuss why that may be happening, and how to shift the structure of your consultations to make them have less pressure, and higher conversions. Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com Join our FREE Facebook Group of like-minded coaches: www.facebook.com/groups/nmhcoaches Join our Coaches+ Meetup Community and get your first month FREE: www.newmoneyhabits.com/coaches Learn more about the New Money Habits Coaches Masterclass: www.newmoneyhabits.com/coaches-masterclass Schedule a call with Maria: https://newmoneyhabits.as.me/?appointmentType=16158777 Schedule a call with Cody: https://calendly.com/sizemorecoaching/connection-call?month=2022-06 Music by Summer School @newmoneyhabits / @sizemorefinancialcoaching

In this episode, Cody and Maria talk about two different styles of posts that you can do on your social media that can create an abundance of leads and quality conversations. Leads and conversations are the two ingredients needed to create clients, so why not try it out? Have fun! Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com Join our FREE Facebook Group of like-minded coaches: www.facebook.com/groups/nmhcoaches Join our Coaches+ Meetup Community and get your first month FREE: www.newmoneyhabits.com/coaches Learn more about the New Money Habits Coaches Masterclass: www.newmoneyhabits.com/coaches-masterclass Schedule a call with Maria: https://newmoneyhabits.as.me/?appointmentType=16158777 Schedule a call with Cody: https://calendly.com/sizemorecoaching/connection-call?month=2022-06 Music by Summer School @newmoneyhabits / @sizemorefinancialcoaching

In this episode, Cody and Maria discuss a situation that was brought up to them by a listener of the show where one of this coach’s clients went way off the course that they had discussed in depth on. So, when that happens, how do we handle that as coaches? Let it happen, fire them, or something else? Dive in and find out! Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com Join our FREE Facebook Group of like-minded coaches: www.facebook.com/groups/nmhcoaches Join our Coaches+ Meetup Community and get your first month FREE: www.newmoneyhabits.com/coaches Learn more about the New Money Habits Coaches Masterclass: www.newmoneyhabits.com/coaches-masterclass Schedule a call with Maria: https://newmoneyhabits.as.me/?appointmentType=16158777 Schedule a call with Cody: https://calendly.com/sizemorecoaching/connection-call?month=2022-06 Music by Summer School @newmoneyhabits / @sizemorefinancialcoaching

In this episode, Maria and Cody talk about the “ABCDE Method” of coaching, and how knowing your “ABCs” can be a big shift in having quality interactions with your clients. The hosts take a deeper dive into the mental aspects of coaching, and how that can be very important to dive into. Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com Join our FREE Facebook Group of like-minded coaches: www.facebook.com/groups/nmhcoaches Join our Coaches+ Meetup Community and get your first month FREE: www.newmoneyhabits.com/coaches Learn more about the New Money Habits Coaches Masterclass: www.newmoneyhabits.com/coaches-masterclass Schedule a call with Maria: https://newmoneyhabits.as.me/?appointmentType=16158777 Schedule a call with Cody: https://calendly.com/sizemorecoaching/connection-call?month=2022-06 Music by Summer School @newmoneyhabits / @sizemorefinancialcoaching

In this episode, Cody and Maria talk about something that is tough for many coaches, and that is time management. They unpack their own struggles with time management, as well as ways to get more in tune with the flow of your daily life, so that you can not only grow a successful coaching business, but also set healthy boundaries as well. Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com Join our FREE Facebook Group of like-minded coaches: www.facebook.com/groups/nmhcoaches Join our Coaches+ Meetup Community and get your first month FREE: www.newmoneyhabits.com/coaches Learn more about the New Money Habits Coaches Masterclass: www.newmoneyhabits.com/coaches-masterclass Schedule a call with Maria: https://newmoneyhabits.as.me/?appointmentType=16158777 Schedule a call with Cody: https://calendly.com/sizemorecoaching/connection-call?month=2022-06 Music by Summer School @newmoneyhabits / @sizemorefinancialcoaching

In this very special episode, Maria and Cody chat with Lee Chaix McDonough of “Coach With Clarity” about some key pillars to absolutely level up your coaching ability. Lee brings some new perspectives to the table that are very powerful, so this is one that you don’t want to miss. Break out the notepad, coaches! Connect with Lee - coachwithclarity.com Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com Join our FREE Facebook Group of like-minded coaches: www.facebook.com/groups/nmhcoaches Join our Coaches+ Meetup Community and get your first month FREE: www.newmoneyhabits.com/coaches Learn more about the New Money Habits Coaches Masterclass: www.newmoneyhabits.com/coaches-masterclass Schedule a call with Maria: https://newmoneyhabits.as.me/?appointmentType=16158777 Schedule a call with Cody: https://calendly.com/sizemorecoaching/connection-call?month=2022-06 Music by Summer School @newmoneyhabits / @sizemorefinancialcoaching

In this episode, Cody and Maria talk about how we as coaches often search for validation, especially when you’re first starting your coaching practice, and how to overcome your fears and step into confidence for your coaching practice. Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com Join our FREE Facebook Group of like-minded coaches: www.facebook.com/groups/nmhcoaches Join our Coaches+ Meetup Community and get your first month FREE: www.newmoneyhabits.com/coaches Learn more about the New Money Habits Coaches Masterclass: www.newmoneyhabits.com/coaches-masterclass Schedule a call with Maria: https://newmoneyhabits.as.me/?appointmentType=16158777 Schedule a call with Cody: https://calendly.com/sizemorecoaching/connection-call?month=2022-06 Music by Summer School @newmoneyhabits / @sizemorefinancialcoaching

In this episode, Maria and Cody have a great conversation with Ryan Garvey of “Qube Money” where they talk about the new budgeting app that has a great feature of applying the Envelope System all through your phone and debit card. This is a great new tool that can benefit your clients who struggle with the traditional cash-based system. Check it out! Ryan Garvey contact: www.miningfortime.com Affiliate Link to sign up for Qube Money and receive 2 free months of the premium membership, use code: RYANG - https://tracking.qubemoney.com/SH25 Affiliate Link for YOU the coach to earn passive income through signing up your clients with Qube Money - https://partners.qubemoney.com/signup Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com Join our FREE Facebook Group of like-minded coaches: www.facebook.com/groups/nmhcoaches Join our Coaches+ Meetup Community and get your first month FREE: www.newmoneyhabits.com/coaches Learn more about the New Money Habits Coaches Masterclass: www.newmoneyhabits.com/coaches-masterclass Music by Summer School @newmoneyhabits / @sizemorefinancialcoaching

In this episode, Maria and Cody talk about whether or not your coaching practice can also do credit repair work. Do the two worlds collide, or are they completely separate? Jump in to find out! Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com Join our FREE Facebook Group of like-minded coaches: www.facebook.com/groups/nmhcoaches Join our Coaches+ Meetup Community and get your first month FREE: www.newmoneyhabits.com/coaches Learn more about the New Money Habits Coaches Masterclass: www.newmoneyhabits.com/coaches-masterclass Schedule a call with Maria: https://newmoneyhabits.as.me/?appointmentType=16158777 Schedule a call with Cody: https://calendly.com/sizemorecoaching/connection-call?month=2022-06 Music by Summer School @newmoneyhabits / @sizemorefinancialcoaching

In this episode, Cody and Maria talk about how using webinars can have the potential to uplevel your business and your lead generation. The hosts do a step-by-step walk-through of everything from how to set it up, promote it, and have the best mindset for it. Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com Join our FREE Facebook Group of like-minded coaches: www.facebook.com/groups/nmhcoaches Join our Coaches+ Meetup Community and get your first month FREE: www.newmoneyhabits.com/coaches Learn more about the New Money Habits Coaches Masterclass: www.newmoneyhabits.com/coaches-masterclass Schedule a call with Maria: https://newmoneyhabits.as.me/?appointmentType=16158777 Schedule a call with Cody: https://calendly.com/sizemorecoaching/connection-call?month=2022-06 Music by Summer School @newmoneyhabits / @sizemorefinancialcoaching

In this episode, Cody and Maria talk about the fear of reaching out to potential clients, why that may be occurring for some coaches, and how to overcome it. This is a really common feeling for coaches in any industry, but with the right perspective, it could change your life and the lives of your clients. Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com Join our FREE Facebook Group of like-minded coaches: www.facebook.com/groups/nmhcoaches Join our Coaches+ Meetup Community and get your first month FREE: www.newmoneyhabits.com/coaches Learn more about the New Money Habits Coaches Masterclass: www.newmoneyhabits.com/coaches-masterclass Music by Summer School @newmoneyhabits / @sizemorefinancialcoaching