Learning How to Be a Successful Financial Coach

Learning how to be a successful financial coach requires a lot more than knowledge about personal finance, debt and credit, investments, and wealth building. You also need a strong understanding of launching and operating a business, growing your brand and reputation, and marketing effectively to reach your target audience. All of these skills require a similar list of trusted sites and iconic leaders to help on the journey. In the end, true success comes when you have your own strong sense of financial well-being and a hunger to seek out the best personal finance information on your own. This is the only way you can translate your efforts into success for the people who count on you to provide intelligent and effective guidance when it comes to managing their money.

Before you become a trusted and frequently recommended source, take time to learn from these masters and iconic websites that can help you on your journey as a financial coach:

1 – David Bach

With more than a dozen New York Times bestsellers on his booklist, this financial guru is definitely one to explore as part of your money coach business. His focus on building wealth and smart investments may give ideas you can share with your own clients.

2 – Bethany Bayless

Although a lot of her success comes from a variety of small businesses, she is considered one of the top woman-focused finance show hosts on the Internet today. The unique combination of mommy blogger and money manager could interest financial coaches who target a specific demographic. Check her podcast the money millhouse.

3 – Bola Sokunbi

Founder of Clever Girl Finance, author, and Certified Financial Education Instructor, also targets women with most of her information. While she does not offer instruction or business advice to money coaches, the personal finance information focused on paying off debt and increasing wealth may inspire and spark new ideas.

4 – University of Wisconsin-Madison Coaching Tools

Although this university also has degree programs in finance and business like most others, they have also collected a long list of financial coaching tools that you can access for free. They include a variety of surveys, templates, record-keeping forms, and more.

When you gain insight and guidance from the top names and brands in the financial coaching and personal finance industries, you have a much higher chance of succeeding in this chosen field yourself. Perhaps your name will get added to this list in the future.

5 – Financial Coaching Resources

If you cannot find what you are looking for to launch or grow your financial coaching business with the programs or people listed above, this website has many more resources for you to consider. The topics range from professional development to tech tips to financial educator resources to games that help you and clients visualize decision-making processes.