How to Become a Financial Coach: Use Systems, Processes, & Resources
Study, coaching some initial clients, and documenting results build the foundation for how to become a financial coach. Putting essential processes, resources, and systems in place is the next step, and will help you serve clients efficiently.
It’s critically important to establish relationship management systems that guide timely client communications. Choose financial coaching software that allows you to view a client’s entire financial picture in one place: including bank balances, credit scores, insurance coverage, etc.
Ineffective coaches fail to provide their clients with a financial plan on paper. Provide your clients with a personal financial plan that offers clear direction and action steps.
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