Equip Your Mind: Why Financial Coaches Should Ditch the Tools and Focus on Impact

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Expedition Money Financial Coaching

Peter Waitzman

767 episodes

6 hours ago

Many people are starting financial coaching businesses. I've helped start financial coaching and financial wellness programs on my own and for businesses. I'll share my thoughts and insights here to help you have the best chance at success in your financial coaching practice.

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All content for Expedition Money Financial Coaching is the property of Peter Waitzman and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Entrepreneurship

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Equip Your Mind: Why Financial Coaches Should Ditch the Tools and Focus on Impact

Expedition Money Financial Coaching

3 minutes 40 seconds

1 month ago

Equip Your Mind: Why Financial Coaches Should Ditch the Tools and Focus on Impact

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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