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How to Hire a Money Mindset Coach – Ch1009

How To Hire A Money Mindset Coach

by: Annette Bau, CFP®

Updated February 8the, 2024.

Today, you will learn what successful people do before they hire a coach, how they choose their consultants, and what they don’t do.

If you want to take your business, life, or money to the next level, a money mindset coach may help you on your journey. Achieving your goal requires understanding how successful people think and what they do. Understanding how they hire advisors and coaches is also essential.

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All materials and intellectual property are copyrighted by MillionaireSeries.com®.

This information is for educational purposes only. It is not intended to replace any advisor or specialist or provide any investment, financial, tax, retirement, planning, or healthcare advice.

By reading this, you agree to hold MillionaireSeries.com® and its affiliates harmless for results achieved or not achieved.

What is a Money Mindset Coach?

A money mindset coach helps individuals identify and transform their beliefs and attitudes about money. They work with clients in a variety of areas regarding their money.

Examples include helping you

  • Develop a positive and healthy mindset towards finances
  • Overcome limiting money beliefs and patterns about money
  • Identify money blocks and money stories that are keeping you stuck
  • Create an abundance mindset

Money mindset coaches often use techniques to empower clients to make better financial decisions.

Examples include

  • Goal setting
  • Visualization
  • Affirmations
  • Chants

How To Hire a Money Mindset Coach

If you’re looking to hire a money mindset coach, here are some steps you can take:

Define Your Goals

Clearly outline Goal Setting Guidewhat you hope to achieve with a money mindset coach. Whether it’s overcoming financial challenges, improving your relationship with money, or setting and achieving financial goals, clearly understanding your objectives will guide your search.

Research and Credentials

Look for coaches with specific expertise in money mindset coaching. Check their credentials, certifications, and reviews from previous clients. A certified life coach focusing on financial coaching or a financial therapist could be suitable.

Interview Potential Coaches

Reach out to potential coaches and schedule interviews or consultations. Use this time to discuss your goals, ask about their coaching approach, and determine if there’s a good fit between their expertise and your needs.

Experience and Specialization

Consider a coach’s experience Retirement Plan Checklistand specialization in money mindset coaching. Someone with a track record of helping clients achieve positive shifts in their financial mindset may be more beneficial.

Availability and Communication

Ensure the coach’s availability aligns with your schedule, and assess their communication style. Effective communication is crucial for a successful coaching relationship.

Cost and Packages

Inquire about the coach’s fees and whether they offer a coaching program, package of services, or individual sessions. Understand the terms of their service and ensure they fit within your budget.

Client Testimonials

Ask for references or client testimonials to get insights into the coach’s effectiveness and the impact they’ve had on others.

Trial Session

Some coaches may offer a trial session or consultation. Take advantage of this to experience their coaching style and determine if it resonates with you.
Remember that hiring a money mindset coach is a personal decision, and finding the right fit is essential for a successful coaching relationship.

In today’s jam-packed training, you will learn the step-by-step process of hiring a money coach.

Click the image to watch today’s episode:

video
play-sharp-fill

In this episode, you will learn:

  • The question you must ask before you hire a financial coach (or get hired if you are a coach)
  • How to clarify your goal and ultimate objective
  • What to do to avoid hiring the wrong advisor or coach
  • The one thing you must do if you are a financial advisor or money coach
  • The insight you need to understand Estate Planning Checklist
     building wealth vs. maintaining it
  • How successful people think about the team they hire
  • The key decisions wealthy clients make when it comes to creating a winning team
  • An explanation of P&L and balance sheet
  • The biggest difference between people who have money versus people who don’t
  • The mindset successful people possess and how you can develop it (this is a must-do if you want to succeed)
  • How wealthy people think and act versus poor and broke people
  • A simple shift in thinking that can change the trajectory of your financial future forever
  • The best insight for making the right decision (do this and you can’t help but succeed)

Access the training here: “How to Hire a Money Mindset Coach.”

Click here to get your free financial checkup:

CTA FC Free Financial Checkup

Enjoy the episode!

Annette

Links Mentioned In This Episode

  • Money Mindset Guide
  • Guide: Wealthy Life
  • Mindset Mastery Masterclass
  • Free Financial Checkup
  • Support Request
  • The Wealth Academy

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About Annette Bau, CFP®

7 Principles of Becoming a Millionaire for Life The 7 Principles of Becoming a Fulfilled and Wealthy Millionaire," contains over 30+ years of research on money, mindset, and success. Click to get the 7 Principles.

About Annette Bau, founder of The Millionaire Insider®
Hi, I'm Annette

I'm a mid-western girl who began investing $25 per month and turned it into a multi-million dollar empire. I love hiking, skiing (not always lovin' it when I'm trying to catch my kids :) ), yoga, matcha tea lattes, and working because I choose to. My commitment? Teach you how to secure a retirement and financially free life you love!
Click to learn more.

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