Welcome to the real talk about financial coaching. In this episode, Pete shares why most people struggle to find success in this field and offers a no-nonsense breakdown of what it takes to thrive. Are you the right personality for this career? Do you have the motivation, education, and grit to make it work? Pete draws on his extensive experience in financial coaching and services to deliver actionable tips, honest advice, and a fresh perspective on what it means to build a sustainable coaching business. If you're ready to hear the truth and get serious about financial coaching, this episode is for you.
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Are you caught up in the endless cycle of setting up logos, LLCs, and scheduling systems before you even land your first client? In this episode, Peter delivers a wake-up call to aspiring financial coaches: stop worrying about the operational details and start focusing on what really matters—getting clients. Learn why chasing perfection in your setup is a distraction and how to focus your energy on building real connections and solving client problems. This no-nonsense guide will help you cut through the noise, prioritize your time, and grow your coaching practice the right way.
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Are you spending hours creating custom resources, logos, and worksheets for your coaching business? In this episode, Peter explains why this approach is a trap that distracts you from the real work of growing your business. Learn why most resources you need already exist—often for free—and how focusing on branding early on might be vanity or procrastination in disguise. Peter shares actionable advice to prioritize client needs, avoid unnecessary busy work, and channel your energy into building a thriving coaching practice. Stop reinventing the wheel and start driving your business forward!
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Do your coaching sessions feel stiff, robotic, or overly scripted? In this episode, Peter dives into the pitfalls of over-relying on coaching training checklists and the importance of making sessions feel like natural, engaging conversations. Learn why creating genuine value and building rapport outweighs hitting every coaching milestone. Discover actionable tips to make your sessions more conversational, fun, and impactful so clients feel compelled to come back for more. If you’re ready to let go of the script and connect authentically, this episode is for you.
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In this episode, Peter challenges the popular coaching phrase, "I'll meet you where you're at," explaining why it may unintentionally come across as judgmental or condescending. He explores how clients already assume personalized support and why focusing on action rather than empty reassurances creates stronger relationships. Learn how to build trust, make real-time adjustments, and communicate more effectively without relying on overused clichés. Tune in for a fresh perspective on engaging with clients authentically and meaningfully.
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In this episode, Peter uncovers a common pitfall for new financial coaches: letting passion lead to entitlement. He explains why feeling “called” to the profession isn’t enough to guarantee success and how this mindset can cause coaches to neglect the hard work required to build a thriving business. From networking to sales, discover actionable tips to stay proactive, avoid complacency, and sustain your career in financial coaching. Tune in to learn how to balance passion with persistence and truly excel in this field!
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No-shows can be frustrating for financial coaches, but what do they really mean? In this episode, Peter explores the hard truth behind why clients might not show up—even after prepaying for sessions. Learn how to reflect on your coaching approach, assess the value you’re providing, and grow from client feedback. Peter also shares tips for managing occasional no-shows and maintaining a healthy perspective on your business. Don’t miss this insightful episode to help you turn challenges into opportunities for improvement!
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In this episode, Peter explores the widespread influence of Dave Ramsey in the personal finance world and explains why financial coaches should embrace, not bash, his work. From the debt snowball method to Financial Peace University, Ramsey’s programs have transformed millions of lives and even created opportunities for financial coaches to step in with personalized support. Peter highlights how Ramsey’s approach addresses behavioral finance challenges and inspires lasting change while leaving space for coaches to provide customized guidance. Tune in to learn how to leverage Ramsey’s impact as part of your coaching strategy!
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In this episode, Peter shares a candid look at the financial coaching industry and whether it’s realistic to turn it into a full-time career. Drawing from years of experience, he explores why starting as a side hustle might be the smarter move, the challenges of building a steady client base, and the realities of hourly rates in a saturated market. Learn why balancing your main job with financial coaching can lead to greater sustainability and how to assess when (or if) it’s time to go all-in. Don’t miss this essential guide for aspiring financial coaches!
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In this episode, Peter addresses a common mistake among financial coaches: being overly judgmental about financial products like payday loans, title loans, or credit cards. Instead of dismissing these tools outright, Peter explains how understanding their role can help clients navigate their financial challenges. Learn why every product serves a specific need, how to focus on finding the best solutions for clients, and why eliminating judgment can make you a more effective coach. Tune in to rethink your approach and better serve your clients’ unique situations!
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In this episode, Peter tackles the heated debate: Do financial coaches need a website to succeed? Spoiler alert—absolutely not! Peter breaks down why your talent, trustworthiness, and proactive approach matter far more than a website or social media presence. Learn how to leverage alternative tools like Facebook pages, LinkedIn, and in-person connections to build credibility and attract clients. If you’re stuck thinking you need the “perfect setup” to start your business, this episode is your wake-up call. Tune in to discover how to start strong without the tech excuses holding you back!
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In this episode, Peter shares his journey of landing his first financial coaching clients, offering valuable insights and practical strategies for aspiring coaches. Learn how workshops became the cornerstone of his approach, from crafting engaging presentations to partnering with organizations to attract ready audiences. Peter breaks down the importance of showcasing your expertise, building trust, and leveraging both in-person and virtual opportunities to grow your client base. Tune in for actionable tips to jumpstart your financial coaching career and connect with your first clients effectively!
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In this episode, Peter explores the concept of financial well-being as a dynamic state rather than a fixed point. Using his "Financial Well-Being Curve," he explains how clients transition from financial scarcity to abundance—even before achieving financial independence. Learn how to guide clients through the mindset shift that leads to optimism, stability, and generosity, regardless of their current net worth. This episode is a must-listen for financial coaches aiming to inspire lasting change and help clients embrace a process of financial empowerment.
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In this episode, Peter shares valuable advice for financial coaches navigating unprecedented times, such as during market volatility or economic uncertainty. Learn why it’s crucial to balance educating your clients on smart financial strategies—like staying invested during downturns—with the importance of having trusted referral partners for specialized advice. Peter discusses how to calm client fears, guide better decision-making, and leverage this period as an opportunity to build trust and long-term value. Perfect for coaches looking to sharpen their skills and better serve clients during challenging moments.
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In this episode, Peter dives into the fascinating insights from Sway by Ori and Rom Brafman, a must-read book exploring why even experts make historically bad decisions. Through gripping stories, this book breaks down the psychological factors that lead to poor choices and how small missteps can snowball into catastrophic outcomes. Peter shares why understanding these patterns is crucial for coaches, helping you recognize and prevent similar pitfalls in your coaching practice. Tune in to discover how Sway can transform the way you approach decision-making and coaching! ▶ Get HOW TO MARKET YOUR FINANCIAL COACHING BUSINESS Book Here: https://geni.us/BervU ▶ HOW TO MARKET FINANCIAL COACHING COURSE: https://geni.us/hpUWZe ▶ Get Amazon Money Stories Book here: https://geni.us/7SF6rDf ▶ How I Make A Six-Figure Income On YouTube Book: https://geni.us/UZ2bnyd ▶ How To Get Out Of Debt Fast Book: https://geni.us/HeWdQi1 ---------- FOLLOW MY OTHER SOCIAL MEDIA PLATFORMS: ▶ Facebook: / financialcoachesgroup ▶ Podcast: https://geni.us/aAYgyF ▶ Instagram: / expedition.money ▶ Twitter: / expeditionmoney ▶ LinkedIn: / expeditionmoney
In this episode, financial coach Peter dives into the common pitfall of over-relying on resources like worksheets, cheat sheets, and branded tools in coaching sessions. He challenges coaches to shift their focus from the materials to equipping their minds with deeper knowledge and communication skills. Discover why simplifying your approach and mastering the "why" behind financial principles can create a lasting impact for your clients. Tune in to learn how to truly empower your clients to take ownership of their financial journey!
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Thinking about starting a blog to boost your financial coaching business? Think again. In this episode, Peter explains why blogs are no longer the best tool for building your audience or establishing expertise. Instead, he highlights the power of live video and social media for engaging potential clients and showcasing your knowledge. Learn how to create impactful live streams, build your audience on platforms like Facebook, and deliver value-packed content that resonates. Don’t miss this guide to modernizing your approach and connecting with your audience in a way that works today!
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Struggling to keep clients engaged after their first session? In this episode, Peter dives into the importance of earning each session as a financial coach. He shares strategies to deliver maximum value, build trust, and address client needs effectively—without holding back for future meetings. Learn why a session packed with actionable insights can lead to long-term success, glowing testimonials, and enthusiastic referrals. Whether you're just starting or looking to improve client retention, this episode is filled with practical advice to help you thrive as a financial coach.
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Can financial coaches effectively navigate international rules and complex financial situations outside their wheelhouse? In this episode, Peter explores the boundaries of financial coaching, including whether coaches should expand their expertise to accommodate international clients or stick to their core competencies. He shares insights from his experience with Canadian finance and the broader challenges of blending coaching, counseling, education, and advising. Learn how to identify your limits, establish trust with clients, and decide when to refer out. This episode is a must-listen for financial coaches looking to define their role and grow strategically.
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Are certifications essential for financial coaches? In this episode, Peter unpacks the common questions surrounding certifications in the financial coaching industry. He shares why certifications aren’t always necessary to attract clients, the real key to building credibility, and when pursuing a certification can make sense. Whether you're a new coach deciding if certifications are worth your time or a seasoned professional considering your next step, this episode delivers valuable insights into navigating the world of financial coaching credentials. Tune in for a straightforward, no-nonsense discussion!
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