Episódios

  • How to Network with other Financial Professionals | EP 221
    Dec 15 2025

    Having trouble filling professionals in your network? In this episode of The Financial Coaches Podcast, Maria and Cody talk through how to communicate value with other financial professionals on how you can help their clients, as well as sharing their experiences with the success of referrals from these types of relationships.

    🚨Join The Financial Coaches Network. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches

    🔥 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 Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration

    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 Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial

    ✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list

    🙋‍♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com

    📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact

    🎵 Music by Summer School

    @newmoneyhabits / @sizemorefinancialcoaching

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    33 minutos
  • How to Avoid Clients Dropping Out | EP 220
    Dec 8 2025

    Afraid of having clients drop out? In this episode of The Financial Coaches Podcast, the hosts discuss a topic from a listener that was a part of our monthly coaches meetup around clients cropping out of his program before they complete it. After a few key shifts, the dropout rate reduced dramatically, so the hosts discussed that as well as other strategies to implement to keep the client retention rate as high as possible.

    🚨Join The Financial Coaches Network. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches

    🔥 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 Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration

    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 Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial

    ✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list

    🙋‍♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com

    📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact

    🎵 Music by Summer School

    @newmoneyhabits / @sizemorefinancialcoaching

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    23 minutos
  • How to Find Leads | EP 219
    Dec 1 2025

    Having trouble finding leads? In this episode of The Financial Coaches Podcast, the hosts take a question that came from our monthly financial coaches meetup around how to find new prospects (leads) to talk to. Where do they come from? How do you approach them? All of this is answered in this one episode.

    🚨Join The Financial Coaches Network. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches

    🔥 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 Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration

    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 Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial

    ✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list

    🙋‍♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com

    📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact

    🎵 Music by Summer School

    @newmoneyhabits / @sizemorefinancialcoaching

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    28 minutos
  • Tell Your Clients What They Need To Hear | EP 218
    Nov 24 2025

    Have you been bold enough to tell your clients what they actually need to hear? In this episode of The Financial Coaches Podcast, Cody shares an experience with some of his clients where he told them what they needed to hear, and not what would keep them happy, and ultimately it led to their coaching being terminated. Which may seem like a bad thing as you read this description, but it was actually a good thing for many reasons.

    🚨Join The Financial Coaches Network. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches

    🔥 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 Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration

    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 Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial

    ✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list

    🙋‍♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com

    📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact

    🎵 Music by Summer School

    @newmoneyhabits / @sizemorefinancialcoaching

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    32 minutos
  • Be Vulnerable With Your Clients | EP 217
    Nov 17 2025

    Have you ever been vulnerable with your clients? In this episode of The Financial Coaches Podcast, Cody and Maria share why it is important to be vulnerable with your clients about even some of your financial struggles, and how they can get a ton of value from that and it can deepen and enrich your relationship with them.

    🚨Join The Financial Coaches Network. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches

    🔥 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 Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration

    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 Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial

    ✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list

    🙋‍♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com

    📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact

    🎵 Music by Summer School

    @newmoneyhabits / @sizemorefinancialcoaching

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    23 minutos
  • WHY are You a Financial Coach? | EP 216
    Nov 10 2025

    WHY are You a Financial Coach? In this episode of The Financial Coaches Podcast, Maria and Cody share their stories of why they became Financial Coaches, and they also talked about the importance of sharing that often with yourself, your clients, and your community.

    🚨Join The Financial Coaches Network. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches

    🔥 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 Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration

    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 Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial

    ✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list

    🙋‍♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com

    📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact

    🎵 Music by Summer School

    @newmoneyhabits / @sizemorefinancialcoaching

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    32 minutos
  • What Tech Do You Need for Your Practice? | EP 215
    Nov 3 2025

    Are you unsure of what kind of tech you need for your practice? In this episode of The Financial Coaches Podcast, the hosts took a question from a listener asking about what kind of tech is needed to run a successful coaching practice.

    🚨Join The Financial Coaches Network. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches

    🔥 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 Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration

    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 Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial

    ✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list

    🙋‍♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com

    📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact

    🎵 Music by Summer School

    @newmoneyhabits / @sizemorefinancialcoaching

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    22 minutos
  • Helping Parents with Financial Tension & Kids | EP 214
    Oct 20 2025

    Do your clients have a hard time saying “No” to their kids? In this episode of The Financial Coaches Podcast, Cody shares an experience that he had with one of his clients where they had to say “No” to their kid over a $2000 sports investment as they are trying to get themselves out of debt. As you may imagine, the initial conversation between parent and child didn’t go well, so the hosts discussed how to handle those moments moving forward to provide a quality outcome.

    🚨Join The Financial Coaches Network. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches

    🔥 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 Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration

    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 Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial

    ✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list

    🙋‍♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com

    📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact

    🎵 Music by Summer School

    @newmoneyhabits / @sizemorefinancialcoaching

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    29 minutos