Best Kelsa Dickey Podcasts (2025)

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115. Should You Coach Friends and Family? The Truth About Mixing Business with Personal Relationships 13:30

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2d ago13:30

13:30

When you're starting your coaching business, your friends and family feel like the obvious first clients. They already trust you, they want to support your new venture, and honestly, it feels way less scary than reaching out to complete strangers. But what happens when your sister stops sharing her real spending habits because she doesn't want you …

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114. When Clients Call You Their “Financial Therapist”: Setting Professional Boundaries 14:58

9d ago14:58

14:58

If you've been coaching for any length of time, you've probably experienced this. A client introduces you as their financial therapist or thanks you for their financial therapy session. It might seem like a compliment, but there's something important we need to address. Money is deeply emotional. When we help clients work through their financial ch…

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113. Why Doing More Marketing Isn't the Answer (And What to Do Instead) 12:05

16d ago12:05

12:05

Have you been spinning your wheels with marketing, doing all the things you're supposed to do…but feeling like you're getting nowhere? You're showing up on social media, going to networking events, having coffee chats, but your client list isn't budging. Most of us think the solution is to do more—add another platform, attend more events, schedule …

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What Gives Coaching a Bad Name 28:51

23d ago28:51

28:51

What does it really mean to be a financial coach in integrity with what we do? This week on the podcast, we’re tackling this head-on, talking about the realities behind what's often seen but seldom spoken about. It’s the challenges behind coaches coaching coaches (say that three times fast!) and staying in integrity with how we market ourselves and…

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112. How to Stop Controlling Your Financial Coaching Clients (And Why It's Hurting Their Growth) 7:54

1M ago7:54

7:54

Ever tried to talk a client out of a risky decision? Found yourself pushing harder when they won't listen to your advice? If you've ever felt your stomach drop when a client chose the path you knew was wrong, this episode is for you. Here's the uncomfortable truth: when we try to control our clients' choices, it's usually not about them. It's about…

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111. Finding Your Authentic Voice: Why Being Yourself is Your Greatest Business Asset 17:26

1M ago17:26

17:26

Have you ever met someone in person after following their content and thought, “Wow, they're exactly who I thought they'd be”? That's the power of authenticity, and it's what your clients are looking for too. Today we're talking about something I see happening a lot in our profession—coaches trying to sound like someone else instead of developing t…

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110. Difficult Conversations: Tough Talks That Build Trust 17:43

1M ago17:43

17:43

I used to lose sleep before coaching sessions where I knew I had to deliver tough news. If I saw someone's finances and they were way over budget every month, I felt like, oh my gosh, I'm going to have to be the messenger of terrible news. What are they going to think? How are they going to react? Today we're talking about those conversations that …

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109. Why Leverage Email Marketing Over Social Media 17:47

2M ago17:47

17:47

Many coaches think they need to be everywhere on social media, posting constantly and hoping their ideal clients will find them. But there's a problem with putting all your eggs in the social media basket: social media in 2025 is not the same social media from 10 years ago. And that means that growing a business on social media is leaving too much …

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Behind the Scenes: A Real-Life Financial Coaching Session 1:49:34

2M ago1:49:34

1:49:34

Starting a new career can be a challenge. In many instances, we have the opportunity to learn from a mentor or manager who can guide us in the right direction. And while I serve as a mentor for financial coaches, few have actually experienced or witnessed a financial coaching session. So I was thrilled when a member of our online community agreed t…

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108. From Hesitant Accountant to Confident Coach: How Amber Joy Pietrangelo Found Her Way 31:28

2M ago31:28

31:28

Financial coach and bookkeeper Amber Joy Pietrangelo never planned on having her own business after business classes in college completely turned her off from entrepreneurship. But now, Amber has created a unique coaching approach where bookkeeping and financial guidance blend seamlessly. In her own business. After struggling through multiple caree…

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107. Beyond Goodbye: How to Transform Past Clients into Your Biggest Growth Engine 12:38

2M ago12:38

12:38

Are you wrapping up clients’ final sessions with an awkward “goodbye and good luck”? You might be missing the biggest opportunity in your coaching business. We continue our series on delighting clients this week by focusing on what happens after their formal program ends. Financial wellness isn't a destination—it's a lifelong journey with new chall…

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106. 5 Essential Systems to Streamline Your Financial Coaching Business and Reclaim Your Time 24:14

3M ago24:14

24:14

Are you caught checking client emails on family movie night or waking up at 3 a.m. worried you forgot to send that follow-up? Your love for financial coaching might be getting buried under a mountain of admin tasks. As coaches, we're drawn to this work because we want to help people transform their relationship with money. But the reality is that r…

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105. The One Marketing Strategy All Financial Coaches Need 14:46

3M ago14:46

14:46

I don't think I need to tell you about the chaos social media has experienced lately. Meta goes down from time to time. Instagram suddenly changed square feeds to vertical graphics with no warning. TikTok's future remains uncertain. It’s too much to keep up with, and even if you understand the “rules,” they’re bound to change in the coming months. …

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How to Spend Your Time as a Financial Coach 23:09

3M ago23:09

23:09

If you’ve ever felt like there’s not enough time to get everything done in your financial coaching business, you’re not alone. Starting a business is tough, especially when you're trying to do it on the side of a 9-to-5. This week on the podcast, we're sharing some golden nuggets on how to efficiently split your time between the essential tasks: wo…

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104. Finding Purpose Beyond Wealth: Key Insights from Dr. Jordan Grumet 34:50

3M ago34:50

34:50

"Not a single person on their deathbed says, 'I really wanted to get to a net worth of $1.5 million and I only got to 1 million, and I'm so upset.'" Dr. Jordan Grumet, author of "The Purpose Code," challenges us to rethink what truly matters when it comes to money and purpose. Jordan found his path to medicine after losing his father unexpectedly, …

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103. 7 Steps to Effectively Train Your Assistant and Focus on Coaching Clients 16:38

4M ago16:38

16:38

You know that sneaky trap called the “excellence zone”? It’s those tasks you're pretty good at, maybe even enjoy a little? For me, it was organizing client financials into spreadsheets and setting up systems. The trap is that because you're good at it, it's easy to keep doing it yourself. Even when it’s time to let it go. But every minute you spend…

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102. Making Your First Paid Coaching Sessions Amazing 36:58

4M ago36:58

36:58

You've got a client who's ready to work with you—they've paid for their first session and now you're feeling those pre-session nerves. Sound familiar? In this episode, we talk about what's really going on in your client's mind when they show up for that first paid session (hint: they're probably more nervous than you are). I share the exact structu…

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101. Website Essentials: Building Your First Coaching Website 35:55

4M ago35:55

35:55

If you've ever stared at your computer screen wondering how to create a website that actually works for your coaching business (without spending a fortune or getting lost in the technical details), this episode is for you. Ginnie Rowe from DGR Communications shares her years of digital marketing wisdom to help you tackle your website with confidenc…

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All the Ways You Can Make Money as a Financial Coach 27:14

4M ago27:14

27:14

Want to know how you can make money as a financial coach? Get excited – in today’s episode of the Financial Coach Academy Podcast, we’re going to dive deep and discuss all the creative ways you can increase your revenue (from recurring/subscription options to 1:1 work). I’m so excited to welcome fellow financial coach, Jean Chatzky who is joining u…

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100. Building a Coaching Business: Celebrating 100 Episodes with Real Questions 34:57

5M ago34:57

34:57

When I sat down to plan this 100th episode, I knew I wanted to do something special—something that came straight from you, our community. So we asked what you really wanted to know about building a financial coaching business, and wow, did you deliver! From questions about leaving a stable job to start coaching (and when that's the right move), to …

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99. Delighting clients: Creating that Memorable First Impression 26:18

5M ago26:18

26:18

When a potential client reaches out to you about financial coaching, they're often feeling worried and doubtful. They might even be telling themselves they're “too far gone” for help. That's exactly why those first interactions matter so much. In this episode, we're talking about how to handle those early conversations with confidence (even if you'…

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98. Taking Action Over Perfect Planning with Billy Hofacker [Success Stories Series] 32:30

5M ago32:30

32:30

Have you ever gotten up one morning, opened your door, and found someone ready to tow your car away? That's exactly what happened to Billy Hofacker, and it led him to discover he was $130,000 in debt. Now, years later, he's a financial coach helping fitness professionals avoid the same money struggles he faced himself. As both a gym owner and finan…

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97. Working On Your Business vs Working In It: A Complete Guide for Financial Coaches 18:41

5M ago18:41

18:41

If you've been feeling overwhelmed in your financial coaching business lately, you're probably spending all your time serving clients, creating content, and answering emails. While these tasks matter, they're only part of the story. This week, we talk about why setting aside time to work ON your business (not just IN it) makes everything else feel …

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Real Talk on Social Media for Financial Coaches 20:41

5M ago20:41

20:41

Social media can feel overwhelming, frustrating, inspiring, and like a time-suck…all at the same time. As business owners, we need to come to terms with it and find out how it fits into our own lives and businesses. Instead of letting it rule us. This week on the podcast, I’m sharing more about the often-misunderstood world of social media from my …

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96. From Solopreneur to CEO: How to Hire Your First Team Member (Without Losing Your Mind) 24:10

6M ago24:10

24:10

Does this sound like you? You're working every weekend, answering emails at midnight, and “catch-up” is your new normal. If this sounds familiar, you're not alone. More importantly, this can actually be a good sign. It means your business is growing. But if you feel like starting your business was tough, I’m here to tell you that hiring your first …

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95. The First 7 Days: How to Make New Coaching Clients Feel Confident They Made the Right Choice [Delighting Clients Series] 12:52

6M ago12:52

12:52

After a client says "yes" to working with you, those first few days are huge. They might be excited about finally taking action with their money, but they're probably also nervous, wondering if they made the right choice. In this episode, we're talking about how to make your new clients feel completely confident in their decision to work with you. …

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94. How to Build Trust to Attract Financial Coaching Clients 17:29

6M ago17:29

17:29

Trust matters more than ever in financial coaching. People have become more and more skeptical about coaching in general and they’re incredibly discerning when it comes to how they find solutions to their challenges. And they’re looking to people they trust for the answers. So how do you build trust with potential clients if you can’t even get them…

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93. Marketing Without the Noise: A Fresh Approach to Client Conversations with Nora Sudduth 44:47

6M ago44:47

44:47

Most coaches have been taught that when marketing isn't working, they need a new tactic, funnel, or strategy. Marketing expert Nora Sudduth sees it differently. After 25 years of helping businesses generate over $500 million in sales, Nora has noticed a significant shift in how consumers respond to marketing messages. This week on the podcast, Nora…

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92. Building a Seasonal Financial Coaching Business to Fit Your Life [Success Stories Series] 34:25

7M ago34:25

34:25

When Jessica Medina took her husband on a 3-month RV trip to follow the Atlanta Falcons for his 50th birthday, she didn't put her financial coaching business on pause—she designed it to thrive during their adventure. As a former big law attorney who now helps other attorneys create financial freedom, Jessica opens up about how she's structured her …

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91. How to Raise Your Financial Coaching Rates: A Step-by-Step Guide 27:22

7M ago27:22

27:22

Have you been thinking about raising your prices but feel a little queasy about having that conversation with your clients? You're not alone. In today's episode, we’re talking about real-life conversations about raising rates without cringing or worrying that every client is going to pack their bags. Or at least not worrying as much as you may have…

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90. Setting Goals That Make Your Palms Sweat: A Real Guide for Financial Coaches 14:30

7M ago14:30

14:30

Remember when making $2,000 a month as a financial coach felt almost impossible? I sat at my kitchen table dreaming about it, having no idea how I'd make it happen. That was my first BHAG (Big, Hairy, Audacious Goal), and it made my palms sweat just thinking about it. Today, my BHAGs are much bigger—and yes, they still make my palms sweat. Because …

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89. The Real Potential of Your Financial Coaching Business 26:15

7M ago26:15

26:15

Remember sitting at your kitchen table, imagining what it would be like to help people with their money while earning $2,000 a month? That's exactly where I started. I had no idea what was possible back then—no roadmap, no other coaches to look up to, and plenty of people telling me it couldn't be done. In this episode, I'm pulling back the curtain…

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Why Niching Down is So Scary 27:44

8M ago27:44

27:44

We've introduced the idea of “niching” your audience - your clients - so that you can better communicate with them and serve them. But for some, just the thought of niching down to a “singular” ideal client is terrifying. Maybe you’re worried about limiting your prospects or potential. Or maybe you are afraid of saying “no” to someone who doesn’t m…

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88. Adopting Sustainable Systems: A Beginner’s Guide 29:03

8M ago29:03

29:03

Ever sat on your couch on a Saturday night, watching a movie with your family, when suddenly you get a notification that someone just booked a session with you? But instead of scrambling to send emails and set up reminders, you can keep watching that movie, knowing everything is happening automatically—from payment processing to welcome emails to c…

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87. Understanding ADHD and Business Success 40:35

8M ago40:35

40:35

Five guitar solos blasting at once. That's how business owners with ADHD might describe their daily mental experience. While everyone faces challenges in running their own business, ADHD adds an extra layer of complexity. Instead of “only” staying organized or managing their time, they have the added layer of wrestling with a brain that sees every …

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86. How to Become a Financial Coach: A No-Fluff Guide to Starting Your Practice 21:59

8M ago21:59

21:59

You know that feeling when you want to help people with their money, but you're stuck thinking you need another certification first? Or wondering if you really know enough? I spent years believing I needed more credentials before I could make a real difference in people's financial lives. Here's what I learned: The most powerful thing you have isn'…

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85. Financial Coaching: 5 Essential Skills You Need (No Finance Degree Required) 16:20

8M ago16:20

16:20

Even people making $250,000 a year can live paycheck to paycheck. As a financial coach, I've learned that money struggles don't discriminate—and that's exactly what we're talking about in this week’s podcast episode. I'm pulling back the curtain on my 16-year journey from helping coworkers at my kitchen table to building a full-time coaching busine…

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Your Success Path as a Financial Coach 22:44

9M ago22:44

22:44

Remember when I said that I was naive when I started my financial coaching career? My naivety was far more than just thinking that things would just simply “work” because I wanted them to - I dug in and learned how to run a business, how to package (and SELL!) financial coaching, how to deliver incredible, eye-popping results for my clients (while …

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84 From Debt to Coaching Success: Haley and Justin Brown-Woods' Financial Coaching Journey 36:35

9M ago36:35

36:35

Imagine turning your biggest financial mistake into a thriving business that helps others. That's exactly what Haley and Justin Brown-Woods did. After blowing through a $600,000 lawsuit payout and racking up over $220,000 in debt, this millennial couple decided to rewrite their financial story. Now, they're changing lives as financial coaches, help…

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83. From Corporate Finance to Coaching: Emily Maclin's Journey [Success Stories Series] 29:58

9M ago29:58

29:58

Emily Maclin's journey as a financial coach is a story of growth, courage, and finding her unique path. After 22 years in corporate finance, Emily shifted gears to help women master their money and create a financial legacy. Emily’s story is part of our Success Stories series and it’s one that stands out to illustrate that it’s okay to shift career…

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82. From Financial Anxiety to Thriving Coaching Business [Success Stories Series] 38:34

9M ago38:34

38:34

"I remember looking at my fiancé and saying, if we can't pay for this wedding where our friends are baking the cake and bartending, how the heck are we going to afford a life together?" For Nicole Stanley, a panic attack over wedding finances became the spark that ignited her journey to financial freedom - and eventually, to becoming a successful f…

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81: From Passion to Profit: The Rich’s Path as Financial Coaches [Success Stories Series] 43:26

10M ago43:26

43:26

Wondering what it's like to build a thriving financial coaching business as a couple? In this episode, we sit down with James and Amberlee Rich, a dynamic husband-and-wife duo who have turned their passion for helping others into a successful coaching practice. From their early days as a teacher (Amberlee) and campus pastor (James) to launching the…

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Is Financial Coaching Different Than Financial Advising? 22:02

10M ago22:02

22:02

In today’s episode of the Financial Coach Academy Podcast, we’re going to answer another burning question: is financial coaching different from financial advising? The short answer is YES. While both financial coaches and financial advisors are needed in the world, financial advisors are future-focused. A financial advisor will run a variety of sce…

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80. From Money Tips to Clients: How to Market Yourself as a Financial Coach 27:30

10M ago27:30

27:30

You've got great money tips to share, but are you forgetting one crucial detail in your marketing? We’re talking about the fact that you're actually a financial coach. This might sound obvious, but we see it all the time—coaches sharing awesome money advice without ever mentioning they work with clients. If that's you, you're not alone. And it coul…

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79. How Financial Coaches Can Talk About Investing Without Crossing the Line 38:24

10M ago38:24

38:24

Investing conversations can be a minefield for financial coaches. Where's the line between education and advice? How much is too much to share? What responsibility do you have for offering advice (or leaving it alone altogether)? This week, we’re tackling the hot topic of how financial coaches can talk about investing with clients—without crossing …

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78. From DMs to Dollars: 6 Tips for Coaches to Convert Online Chats into Real Clients 33:17

11M ago33:17

33:17

Social media is a great way to connect with new prospective clients, but it can feel impersonal and salesy too. We’ve all been the target of unsolicited DMs from people who want to sell us something. Let’s not be those people in our own businesses. This week, we're talking about how to initiate conversations with new people in a way that feels auth…

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77. Handling Pricing Objections: A Financial Coach's Guide 24:24

11M ago24:24

24:24

Ever feel like you're hitting a wall when it comes to pricing conversations with potential clients? We've all been there: you have a great call with a potential client, but then they hit you with the "I just don't have it in my budget right now" reasoning for not moving forward. It's easy to start doubting yourself or your pricing, but here's the t…

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Financial Coaching 101: Your Framework for Coaching Clients 25:01

11M ago25:01

25:01

When you decided to become a financial coach, you were probably just like me - thinking you’d sit down with a client, explain the ins and outs of money - and they’d immediately “get it.” In one session, they’d see the vision, change their habits, and I’d be there to support them as they had an incredible transformation. But, as I’m sure you’ve disc…

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76. Crafting Your Coaching UVP: A Deep Dive into Client Beliefs and Emotions 16:11

11M ago16:11

16:11

This week’s episode is part of a series on your unique value proposition. If you haven’t already, I encourage you to go back and listen to episode 75 first to get the full context of this topic. In this week’s episode, we're talking about the beliefs your clients need to have to invest in you. It's not just about what they believe about themselves …

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75. Your Unique Value Proposition: A Financial Coach’s Guide to Standing Out 33:04

12M ago33:04

33:04

Are you struggling to stand out in the crowded world of financial coaching? I've been there. In this episode, I'm pulling back the curtain on how I completely transformed my business by rediscovering my unique voice. For months, I felt disconnected from my own brand. My website didn't feel like me, and my messaging was all over the place. Sound fam…