How to Coach Your Clients to Get Out of Debt (So They Have Fun Doing It!) | Financial Coach Academy

This video was originally recorded as part of the free monthly training we host in our coaching community, Financial Coaches Unite: / financialcoachesunite
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Financial Coach and Financial Coach Academy Co-Founder Kelsa Dickey teaches you how to coach your clients to get out of debt.
If you have done any form of financial coaching, whether just helping a friend that wants to get out of debt, or for the hundredth time working with your clients as a full-time financial coach, you know that a lot of clients get frustrated with a one size fits all debt payoff strategy.
Clients lose motivation.
Clients fall off the wagon.
Clients take 2 steps forward and 1 step back.
Kelsa will walk through her process of determining the best way to coach her clients to pay off their debt, stay motivated, and achieve their bigger financial goals.
𝗜𝗡 𝗧𝗛𝗜𝗦 𝗩𝗜𝗗𝗘𝗢 𝗞𝗘𝗟𝗦𝗔 𝗪𝗜𝗟𝗟 𝗔𝗡𝗦𝗪𝗘𝗥 𝗧𝗛𝗘 𝗙𝗢𝗟𝗟𝗢𝗪𝗜𝗡𝗚 𝗤𝗨𝗘𝗦𝗧𝗜𝗢𝗡𝗦:
-What questions and talking points should you discuss with your clients to help co-create a debt pay-off strategy?
-How do you gain the appropriate financial awareness and crunch the numbers?
-How do you choose the correct debt pay-off strategy for your clients?
-How do you keep your clients motivated and hungry for more?
-and MUCH more!!
𝗜𝗙 𝗬𝗢𝗨 𝗟𝗜𝗞𝗘𝗗 𝗧𝗛𝗜𝗦 𝗩𝗜𝗗𝗘𝗢, 𝗧𝗛𝗘𝗡 𝗖𝗛𝗘𝗖𝗞 𝗢𝗨𝗧 𝗧𝗛𝗘𝗦𝗘 𝗢𝗧𝗛𝗘𝗥 𝗩𝗜𝗗𝗘𝗢𝗦:
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𝗪𝗛𝗘𝗥𝗘 𝗔𝗥𝗘 𝗬𝗢𝗨 𝗜𝗡 𝗬𝗢𝗨𝗥 𝗝𝗢𝗨𝗥𝗡𝗘𝗬 𝗢𝗙 𝗕𝗘𝗖𝗢𝗠𝗜𝗡𝗚 𝗔 𝗙𝗜𝗡𝗔𝗡𝗖𝗜𝗔𝗟 𝗖𝗢𝗔𝗖𝗛?
“I’m thinking of becoming a financial coach!” Check out the Financial Coaching Playbook: www.financialc...
“I’m ready to become a financial coach!” www.financialc...
“I’m looking to improve my skills as a financial coach!”: www.financialc...
“I’m looking for a community of financial coaches who motivate one another to take action!”: www.financialc...
#financialcoachtraining #financialcoach #getoutofdebt #financialfreedom #financialservices

[@Nunya83]

An hour left to this session and it's already gold! Thank you Kelsa!

[@kelsadickey8556]

Yay!! So glad you found it valuable! What was one of your biggest takeaways?

[@gloriamondragon8101]

I'm only 5 minutes in & I already LOVE the way you communicate. I also love your book. Thank you so much for it all.

[@kelsadickey8556]

Aww thank you Gloria! That's lovely to read. Just be you because your people will think the same thing!

[@MoneyLikeMike_]

Sooooo many take aways. Thank you for all these nuggets. I will continue to step it up and improve as a coach! "Getting out of debt is not the goal."

[@kelsadickey8556]

Wahoo!! Yes! Love it Mike!

[@kureenschwarz2281]

This was so helpful! Thank you for explaining all the methods and explaining how it is a personal journey not just debt payoff.

[@FinancialCoachAcademy]

I'm so glad it was helpful Kureen! Thanks for letting us know what you liked about it!

[@tashafloyd]

My biggest takeaway was the approach of helping your client visualize the strategy. Instead of just explaining the strategies, you apply them directly to their information and repeatedly ask how do they feel about that application. And the rewards and celebrations while getting out of debt not at the end! So important to enjoy life along the journey!! This complete training was excellent. Thank you for sharing this!

[@FinancialCoachAcademy]

love that!

[@minimisewithme613]

Amazingly helpful, Kelsa! Main takeaway is the emotional side, not just the numbers. Very eye-opening :) Also walking them through each debt strategy to find the right one for them. And having a positive approach, rather than from a place of shame. This is super important and something I totally feel connected to :)

[@kelsadickey8556]

YES!! So awesome to read!

[@mickallynelis8089]

Wonderful! Thank you

[@kelsadickey8556]

You're very welcome!

[@felipelopez4584]

Thank you!

[@kelsadickey8556]

You're very welcome!

[@ColtonWaye1649]

This was so helpful! Thank you so much!

[@FinancialCoachAcademy]

Yay! I'm so glad you found it helpful! Thank you Jessica!

[@sasharoachm2993]

Thanks soooo much Kelsa. Absolutely love this training. There are so many good points that i will use. Love the point that we can emphasize to the client that they can enjoy this process and still reach their goals.

[@FinancialCoachAcademy]

Yes!! So glad you enjoyed it! Getting out of debt doesn’t have to be painful or about sacrifice!!

[@nishaearichardson]

Love this training! It's easy to focus on the strategy, looking at the subjective and objective is essential for long-term success

[@FinancialCoachAcademy]

Yes! They are BOTH essential and all too often, the current trainings on debt payoff is on the latter only. So glad you enjoyed the training Nishaea!

[@GloriaJackson-cy3kh]

yes

[@FinancialCoachAcademy]

Thanks for watching Gloria! Appreciate your support of the show!

[@credittrickscredithacks]

love this channel

[@kelsadickey8556]

Thanks! SO glad!

[@cocozelle1]

Very helpful . Great video!!

[@kelsadickey8556]

Yay! Thanks!

[@GloriaJackson-cy3kh]

learning there’s no right method, but there’s four different strategies to use to get out of debt

[@FinancialCoachAcademy]

Yes! And probably even more! Thanks for listening and commenting Gloria!

[@melindagoll8953]

amazing thank you 🙏

[@FinancialCoachAcademy]

You're welcome 😊

[@kbarbee5212]

Hello, How can I locate the financial spreadsheet?

[@FinancialCoachAcademy]

This video is a number of years old at this point. Can you remind me what financial spreadsheet I mention in this video? What do I say/How do I describe it? Happy to point you in the right direction!