WW 229: How to Structure a Successful Money Coaching Call - Solo Show
We have a highly requested episode today! I’m going to be talking about how to actually structure a money coaching call. I’m going to give you a little taste of what’s in my new coaching session structure guide and how you can successfully structure your intermediate client coaching sessions (the ones in between your kickoff call and final call). Loving this episode? Take a screenshot and share it on Instagram! Tag me so I can send you some love (@Tess_Wicks)
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Resources FROM THIS EPISODE
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A Quick Recap from this episode
We have a highly requested episode today! I’m going to be talking about how to actually structure a money coaching call. As a bonus, I even created a step-by-step guide for you that outlines successful money coaching sessions.
So for this episode, I’m going to give you a little taste of what’s in the guide and how you can successfully structure your intermediate client coaching sessions (the ones in between your kickoff call and final call). Now every session is going to look a little bit different, but I think it’s important to have a specific way that you get into every session and how you wrap it up.
One of the important things you’ll see in the guide is where I talk about rapport. In order for your clients to continue to buy into this process, they need to trust you, and to trust you, they need to like you, and people like people they can connect with. In the beginning of your session you need to do something that builds rapport.
I kick off my calls with a quick grounding/breathing session. We take a moment to breathe, sit quietly, and just get centered, and this helps me build that rapport with my clients, and helps them if they’re coming from a hectic day or we’re about to get into some tough conversations.
Once we’ve covered that, I always want to not get too far ahead of myself, so I ask for an update. I want to know what has happened and what’s new so that we can move forward accordingly and make a plan together.
From there, we review everything based on this new information and go into the accountability piece that is so important in coaching. We do some celebration over what got done and what’s been accomplished.
Something important to note here is that you want your clients to be talking more than you are. It’s not really your job to “fill the time.” You’re holding a container for your clients so that they can show up and you can ask questions and get them talking and exploring.
Next, we review what didn’t get done. We really dig into what they had committed to do that they didn’t get to. Sometimes things can trip us up or we fall off track, so we have to help our client figure out what’s going on there and how to make it work. We’re exploring what actually got in the way.
It’s really important for you to ask questions here, but instead of asking “why", ask “what.” What got in the way? What happened? Oftentimes, you’ll get a much different answer than if you ask why. Questions starting with why can open the door more to excuses and stories instead of what tangibly got in the way. It’s a much more effective question to ask.
From there I go into reviewing what they learned over the last week or two. I like to provide my coaching with a framework, which means they’re getting educational materials and homework. We’ll go over the educational materials so I can give them the personalized approach they need, and go through the homework to make sure they don’t have any questions.
Now I like to open it up for Q+A. Since we’re toward the end of our call and have reviewed everything, I ask them if they have any questions or anything they want to discuss. I try to create a safe space for them here because money touches so many aspects of our lives. I ask them questions that help them come to their own conclusions about the decisions they’re going to make or just let them talk things out if that’s what they need.
Finally we get into wrapping up the call with my structured wrap up routine that we do every time. This helps your client know the rhythm and structure that the calls will go in.
This is also where I like to explain the homework that they’ll do in their own time before next time, and then I also get a self-commitment statement. We don’t want it to feel like school, and we want the client to personally commit to doing the work, so I get that self-commitment statement. We round out the call by discussing the homework deadlines and when we’ll be speaking next so that we’re maintaining our accountability plan.
That’s it! Sometimes things get wrapped up quicker or goes in a different order or whatever. It will all depend on your client and your program, and every call will be a little different, but at least this gives you a structure to work off of!
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