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Become A Financial Coach
MODULE 1 // Intro + Expectations
Thank you from Whitney (1:35)
How to get the most out of this course (9:08)
**Monthly Group Q+A Call INFO**
MODULE 2 // Become A Financial Coach Framework
Overview- Course Roadmap (5:21)
MODULE 3 // Planning + Preparation
Module 3- Introduction (1:27)
Basics of Customer Discovery (9:46)
Identifying Client's Pain-points (17:20)
Mock Interview: Resource For Conducting an Informational Interview
How to Niche Down (Talking to the Right People) (5:49)
Crafting a Memorable Elevator Pitch (5:00)
Getting Your First Clients (5:48)
MODULE 4 // Launch
Module 4 - Introduction (0:56)
Creating Your Coaching Structure (8:33)
Pricing Your Services (Without Leaving Money On The Table) (5:33)
Rockstar Testimonials: How to Use Client's Stories to Get More Leads (10:00)
Setting Up Your Website + Must Have Wordpress Plugins (25:18)
Branding 101: How to Build a Consistent Appearance Online (20:54)
MODULE 5 // Systems
Module 5 - Introduction (1:18)
Systems You'll Need To Run Your Business (0:45)
How To Schedule Sales, Coaching, And Partnership Calls (7:55)
Accepting and Collecting Payments and Invoicing (5:33)
Tracking Your Client's Progress (8:49)
Setting Up Your Client Application Form (10:53)
Create A Money Making Follow-up System (4:29)
How to Track Your Coaching Business' Revenue + Expenses (5:09)
MODULE 6 // Growth + Traffic
Module 6 - Introduction (1:21)
Sales Funnel Overview (4:03)
Read Magnets: Creating Valuable Pillar Content (17:21)
Lead Magnets: Creating Irresistible Content Upgrades (9:14)
Setting Up High Converting Email Sequences (18:02)
Traffic Generating Strategies That Work (12:47)
Crash Course: Facebook Ads (33:38)
Crash Course: Pinterest (22:30)
Crash Course: Instagram (45:07)
Crash Course: Creating Professional Videos (24:13)
Crash Course: Facebook Groups (15:34)
Crash Course: Podcasting (26:35)
How to Share Your Story, Build Expertise, and Get Paid Immediately (6:42)
EXCLUSIVE BONUS: Be A Guest On The Money Nerds Podcast
EXCLUSIVE BONUS: Share Your Story on Whitney's Website + Social Platforms
MODULE 7 // Next Steps
Module 7 - Introduction (0:43)
Course Summary + Next Steps (3:16)
Affiliate Opportunity (4:45)
Thank you!
Resources
**Monthly Group Q+A Call INFO**
🎉 *Special Bonuses* 🎉
**Monthly Group Q+A Call INFO**
Close in 15: Structure and script I use to gain new clients in 15 minutes
Monthly Website Maintenance Checklist: Make Sure You're Content Is Optimized For Conversions
Monthly Mini Trainings
How to create more content in less time (63:07)
Teach online with
Creating Your Coaching Structure
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