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Why the Smartest Advisors Are Teaming Up with Personal Finance Coaches

"Financial advisors build the house. Coaches build the foundation. Together, we create lasting outcomes."

 

LISTEN NOW >>​

 

 

 

 

 

 

 

Monica Scudieri

Personal Finance Coach & Author of
Grab Your Slice of Financial Independence

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Let's Connect:

  1. Schedule a call: click here 

  2. ​Email: Monica@GrabYourSlice.com

  3. LI: monica scudieri​

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What is Coaching?

 

Personal Finance Coaching focuses on the day-to-day flow of money. Coaching clients often need help with debt reduction/payoff (most common), reducing expenses, building income streams, leveraging free & found money, and setting up sinking funds.​​

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Coaching clients come away with a strong understanding of cash flow, how to create a monthly budget that supports their lifestyle, and how to use leverage & build income streams, thus enabling more robust conversations with an advisor, CPA, realtor, etc.

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You could add financial coaching to your practice without the overhead!
No extra hours. No extra staff. Just added value and deeper client engagement. 

 

How to Integrate Coaching into Your Firm

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1. Identify Where Coaching Fits in Your Model

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  • PROSPECTS: Ever get a new client come in for retirement advise only to realize what they really need is to build a financial foundation?  

  • EXISTING CLIENTS: Want to build a multi-gen business? Talk to existing clients with adult kids that are getting their first job, married or having a baby.

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2. Choose the Right Type of Coach to Partner With

Not all coaches are created equal. Align with those who serve the same demographics and offer a program that fits your clients' (future and existing) needs, or have more than one coach to refer clients to.

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3. Know Which Clients Benefit Most

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  • PROSPECTS: FROM DUD TO STUD – Turn declined prospects into future clients by giving them the tools to build a solid foundation. Recapture once lost business.

  • EXISTING CLIENTS: WEALTH TRANSFER – Clients with young adult kids could be future clients by coaching them to manage their own finances and ... before inheritance—think multigenerational retention.

  • DIY CLIENTS– DIY clients who need a one-time deep dive into cash flow to uncover hidden opportunities that could be redirected into investments.

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​Bottom line

By partnering with a coach, you get more engaged clients, more robust client conversations, more investable dollars, and more loyalty.

They do the habit work.
You do the portfolio work. 
Everyone wins.
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Book a 30-minute call to find out how we can collaborate.
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