What You Need (and Don't Need) to Be a Financial Coach

About this episode

The episode discusses what is truly necessary and what is not for starting a financial coaching practice.

If you've been thinking about starting a financial coaching practice, there’s probably a list running in the back of your mind. The certification you should probably get. The website you need to build. The LLC you think you're supposed to file. The handful of topics you still need to master before you'd feel ready to call yourself an expert. I had that same list almost two decades ago, when I was still working in corporate America and trying to figure out how to make the leap. I spent so much...

People in this episode

Host: Kelsa Dickey

Topics covered

• financial coaching
• starting a business
• certification
• entrepreneurship
• expertise

Keywords

• financial coach
• business startup
• coaching certification
• entrepreneurial journey
• financial expertise

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