Social media can feel overwhelming, frustrating, inspiring, and like a time-suck…all at the same time. As business owners, we need to come to terms with it and find out how it fits into our own lives and businesses. Instead of letting it rule us.

This week on the podcast, I’m sharing more about the often-misunderstood world of social media from my own perspective. You’ll hear some real-life hits (and misses!) about how social media has impacted the way I do business.

This episode is not just stories; it’s a journey to uncovering the true impact of social media in our field. I explore how easy it is to make snap judgments based on someone's online profile and question how this influences our perception of success, both of others and ourselves.

Discover how setting boundaries with social media can lead to more meaningful interactions and why it's okay to chart your own path, even if it strays from conventional social media strategies.

Tune in for an episode filled with honest reflections, practical insights, and a fresh perspective on leveraging social media for your financial coaching business. Whether you're a social media enthusiast or skeptic, there’s something in this episode for everyone looking to navigate these digital waters with confidence and authenticity.

Links & Resources:

• Join the mailing list!
• Ultimate Growth Guide
• Join the Facebook group

Key Takeaways:

• Having a huge following doesn't guarantee clients - focus on real conversations that convert instead of chasing vanity metrics
• Your energy is the fuel to your business - choose marketing methods that energize you rather than drain you
• Social media is just one conversation tool - you can grow a thriving business through networking, speaking, referrals and other channels that feel natural to you
• Curb appeal isn't everything - someone's polished social presence might mask an empty house, so validate their substance through real conversations and client testimonials
• Create content in your natural style - forcing yourself to write in a way that doesn't match your voice will burn you out, while embracing your authentic format energizes your work
• Social media works for you, not the other way around - set boundaries by treating it like email with designated check-in times rather than letting notifications control your day
• Judge yourself by client results, not follower count - your expertise and impact aren't measured by social metrics but by the transformations you create for real clients
  
  

Does this sound like you? You're working every weekend, answering emails at midnight, and “catch-up” is your new normal. If this sounds familiar, you're not alone. More importantly, this can actually be a good sign. It means your business is growing.

But if you feel like starting your business was tough, I’m here to tell you that hiring your first support person is actually more difficult. You'll probably feel like you're letting go of something you've built and nurtured for so long (because you have). And you might wonder if anyone else could possibly love your business as much as you do.

When most coaches reach the 8-12 month mark in their business, they hit a ceiling. You're doing $10/hour tasks instead of $200/hour coaching work. Your inbox is overflowing. Those Post-it notes with tasks are multiplying. But staying in this place will absolutely lead to burnout and eventually cap your income.

This week, we dig into exactly how to make the transition from solopreneur to growing a team, including some lessons I learned first-hand.

Want to know the exact steps to document your tasks, create training materials, and set up your systems before bringing someone on? Listen in to learn the framework we've used to help dozens of coaches make this transition successfully.

Links & Resources:

• Ultimate Growth Guide
• Join the Facebook group
• Loom
• Otter
• ChatGPT

Key Takeaways:

• "The trap of excellence" sneaks up on you. Being good at something doesn't mean you should be the one doing it.
• Your zone of genius is where energy, value, and unique expertise intersect—anything outside of that is costing your business growth.
• That $10/hour task is actually costing you $200/hour. Every minute spent on admin is time not spent on high-value coaching.
• Don't ask "Can I afford help?" but "How can I make help possible?" Shifting from limitation to possibility changes everything.
• Document before you delegate—two weeks of tracking your tasks saves two months of messy training later.
• Your SOP creation formula: Record yourself doing it → Transcribe it → Let AI structure it → Review for accuracy.
• A "Never Would I" list is just as important as a "How To" list. Set boundaries before you need them, not after you learn them the hard way.
  
  

After a client says "yes" to working with you, those first few days are huge. They might be excited about finally taking action with their money, but they're probably also nervous, wondering if they made the right choice. In this episode, we're talking about how to make your new clients feel completely confident in their decision to work with you.

We've noticed that there's actually more uncertainty right after someone pays you than at any other time in the coaching relationship. Even though they've already committed, they might be thinking "Will this actually work for me?" or "Did I just waste my money?" Your onboarding process needs to address these worries before they even come up.

Here's the thing about financial coaching: we're dealing with really personal stuff. Money touches every part of our clients' lives, which is why those first interactions matter so much. So this week, we’ll talk about specific ways to welcome your new clients, from sending a personal video message to giving them a quick win right away. We also share real examples of systems you can use to make sure nothing falls through the cracks while still keeping things personal and genuine.

Want to know exactly what needs to happen between "yes" and that first session? Listen in to learn our tried-and-true timeline that keeps your clients feeling supported and builds their confidence from day one.

Links & Resources:

• Ultimate Growth Guide
• Join the Facebook group
• Bonjoro

Key Takeaways:

• The moment after payment is when clients are most uncertain. Reassure them immediately with a welcome message or personal video that shows you're excited to work with them.
• Your systems make personal touches possible. Set up templates and reminders so you can consistently show up for each client without keeping everything in your head.
• Quick wins build confidence. Give clients something valuable they can do right away, like a simple money tracking template, so they feel momentum before the first session.
• Clear communication prevents doubt. Tell clients exactly when and how they'll hear from you next, with specific ways they can reach out if needed.
• Time gaps kill momentum. Schedule the first session within a week of payment to keep their motivation high and self-doubt at bay.
• Success stories set expectations. Share examples of what other clients have achieved so new clients can envision their own path forward.
• Trust needs nurturing, even after payment. Each interaction between signup and first session should reinforce their decision to work with you.