14 Simple Marketing Hacks to Grow Your Financial Coaching Business (2024)

14 Simple Marketing Hacks to Grow Your Financial Coaching Business (1)

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Kelsa Dickey 14 Simple Marketing Hacks to Grow Your Financial Coaching Business (2)

Kelsa Dickey

CEO & Financial Coach | Founder of The Financial Coach Academy® & Fiscal Fitness PHX | Author of The Financial Coaching Playbook™ | Podcaster

Published May 17, 2024

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As a financial coach, you may already be doing a lot to market your business - posting on social media, writing emails, or even hosting a podcast. But if you're not seeing the results you want, it's time to optimize your efforts.

This week on the podcast, I shared 14 simple marketing hacks that can help you get more clients.

  1. Use testimonials effectively by breaking them down into impactful snippets.
  2. Capture client results and use them in your marketing.
  3. Make the most of networking meetings by scheduling 1:1's and inviting people to your email list.
  4. Streamline your social media process with templates, batching, and authentic photos.
  5. Make bold offers to take relationships from online to offline.
  6. Create an effective freebie/opt-in and promote it consistently.
  7. Nurture referral relationships by staying top of mind.
  8. Make your videos feel authentic by visualizing a specific person and sharing real conversations.
  9. Get started with your email list by choosing an initial and recurring strategy.
  10. Invite people to join your email list as an easy "yes" to nurture leads.
  11. Build a content creation system to maintain consistency and save time.
  12. Train your clients to refer by helping them feel proud of their journey.
  13. Use effective calls-to-action by being clear, specific, and avoiding the word "if".
  14. Make the most of conferences by scheduling 1:1's and giving away your freebie.

Listen in for more details!

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Remember, you don't have to do all of these things perfectly from the start. Pick one area to focus on and continue refining your marketing efforts over time. With consistency and strategic optimization, you'll start seeing the growth and traction you've been working towards.

Which of these marketing hacks will you implement first? Share your thoughts in the comments below!

Get on the List!

The Memorial Day sale on our Specialty Toolkits is happening soon! From May 24 through May 27, you can expand your coaching skills, get a 90-day financial coaching program, and deepen your relationship with your clients with our Specialty Toolkits! To get on the waiting list for the 20% off deal, head to our Financial Coaching Toolkits page and scroll to the bottom to sign up now. You don’t want to miss this sale.

Financial Coaching Insights 14 Simple Marketing Hacks to Grow Your Financial Coaching Business (6)

Financial Coaching Insights

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Mohit Thukral

TEDx Speaker | 3M+ Views | Digital Marketing | AI | Lead Gen Automation | Growth Hacking | Events I Branding | 40 Under 40 - Top Leader | Viral Reels | Author | Fitness Lover | Josh Talks Motivation | Paid Influencer

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Help your business flourish with these proven marketing hacks! Which one resonates with you most? 👊🏼 Kelsa Dickey

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