What if trying to be the “perfect” financial coach is actually holding you back?

In this episode of THE Financial Coaches Podcast, Cody and Maria talk about something that comes up for a lot of newer coaches—and honestly, even experienced ones. The pressure to do things the “right” way, follow a specific system, or fit into a certain mold of what a financial coach is supposed to look like.

But the reality is, that approach can create distance between you and your clients.

Instead, they unpack what it really looks like to show up as yourself in your coaching. From Cody bringing music and energy into his sessions, to Maria finding creative ways to help clients engage with their finances, this conversation is all about breaking out of the box and leaning into how you’re wired.

Because when you do that, a few important things happen. You connect more naturally with the right clients, you create a better experience, and you give your clients permission to be themselves too.

If you’ve ever felt like you needed to have it all figured out or “be more professional” to succeed as a coach, this episode will give you a different way to think about it.

🎧 Resources & Links Mentioned in This Episode

Ready to grow your coaching practice with the right support and community?

🚨 Join The Financial Coaches Network
Connect with other Financial Coaches inside our private Patreon community:
👉 www.patreon.com/NewMoneyHabitsFinancialCoaches

🔥 Launch or Level Up Your Coaching Practice
Learn more about our signature course, Getting Started as a Financial Coach, from New Money Habits:
👉 www.newmoneyhabits.com/coaches/webinar/gsfc-registration

✅ Join Our Free Facebook Community
Find support, encouragement, collaboration, and real conversations with aspiring and established coaches:
👉 www.facebook.com/groups/nmhcoaches

✅ Get Connected Inside Financial Coaches+
Whether you’re just getting started or already serving clients, you don’t have to do this alone. Join Financial Coaches+ and get your first month FREE:
👉 www.newmoneyhabits.com/coaches/memberships/trial

🙋‍♂️ Have a Question for the Hosts?
Email us at: podcast@newmoneyhabits.com

📞 Want to Talk With Maria or Cody?
Schedule a call here:
👉 www.newmoneyhabits.com/coaches/fcpodcast_contact

🎵 Music by Summer School