Are you caught checking client emails on family movie night or waking up at 3 a.m. worried you forgot to send that follow-up? Your love for financial coaching might be getting buried under a mountain of admin tasks.

As coaches, we're drawn to this work because we want to help people transform their relationship with money. But the reality is that running a business involves so much more than just coaching sessions. There's follow-ups, reminders, contracts, payments, forms, and dozens of other little tasks that can quickly overwhelm you.

The good news? You don't need to figure this all out on day one. When you're just starting out, keeping things simple is actually better. Don't let tech distract you from what will truly move the needle in your business: talking with people, marketing, and focusing on getting results for your clients.

But as your coaching practice grows, you'll start to notice the warning signs that it's time to level up your systems. Maybe you feel anxious that you're forgetting important client details. Perhaps you've caught yourself missing emails or deadlines because the small tasks are falling through the cracks. Or you might find yourself constantly pulled away from family time because you suddenly remembered something urgent you forgot to do for a client.

In this week’s episode, I walk through the essential tech tools that can transform how your business runs, when exactly to add each one, and how much they really cost. I'll also share why I don't recommend the all-in-one options that initially seem so appealing (and why I'm grateful they weren't available when I started).

Links & Resources:

• Ultimate Growth Guide
• Join the Facebook group

Key Takeaways:

• Start with just a scheduling software. Everything else can wait until you actually need it, so you can focus on what moves the needle: talking to people and getting results.
• Feeling anxious about forgetting client details? That's not just stress—it's your business telling you it's time for better systems.
• Don't put all your tech eggs in one basket; separate tools that communicate with each other provide better service and less risk than all-in-one platforms.
• Your business deserves proper tools—$47-67 monthly for professional systems is a small price to pay for hours saved and stress avoided.
• Systems are about organization creating the mental space to actually enjoy coaching again instead of drowning in admin tasks.
• When family time gets interrupted because you suddenly remembered a client task, it's not a work ethic problem; it's a systems problem.
• The right tech tools don't just make your life easier, they will transform your client experience from “she seems disorganized” to “wow, she's incredibly professional.”

I don't think I need to tell you about the chaos social media has experienced lately. Meta goes down from time to time. Instagram suddenly changed square feeds to vertical graphics with no warning. TikTok's future remains uncertain.

It’s too much to keep up with, and even if you understand the “rules,” they’re bound to change in the coming months. While there’s still value in social media, we can’t really rely on it.

In this episode, I'm sharing why email marketing needs to be the absolute foundation of your financial coaching business—not social media. While social media platforms constantly shift and change, email marketing remains rock solid, giving you direct relationships with your audience that you actually own and control.

I've watched coaches pour endless hours into building their social media following, using all the right hashtags and following trends, but struggle to convert followers into paying clients. Email marketing changes that equation completely. When someone checks their email, they're in a completely different mindset than when scrolling social media—more focused and intentional with their time.

Ready to build your email marketing foundation? Listen in for two practical approaches you can start using today, plus a third option to work toward as your business grows.

Links & Resources:

• Ultimate Growth Guide
• Join the Facebook group

Key Takeaways:

• Building your business on social media? You're renting property on shaky ground where the landlord changes rules without notice.
• Your email list is the only marketing asset you truly own—take control of your business future by starting to build it today.
• When was the last time someone replied to your social post? One email brought me 78 replies from engaged potential clients.
• Financial decisions require privacy—email creates the safe space your audience needs to engage with sensitive money topics.
• Want to welcome new subscribers properly? Create a simple 3-email sequence that delivers value, shares your approach, and offers a quick win.
• Email marketing creates consistency. Replace feast-or-famine client acquisition with steady relationship building that keeps you top of mind.
• Start where you are: begin with regular emails OR a welcome sequence, then work toward the hybrid approach as your confidence grows.

If you’ve ever felt like there’s not enough time to get everything done in your financial coaching business, you’re not alone. Starting a business is tough, especially when you're trying to do it on the side of a 9-to-5.

This week on the podcast, we're sharing some golden nuggets on how to efficiently split your time between the essential tasks: working ON your business, snagging those crucial clients, delivering knockout coaching sessions, and keeping your own learning game strong. Plus, we've got a killer time allocation strategy that’s perfect for anyone in the early stages of their coaching journey.

We're challenging the notion that more hours equals better results. With our practical tips, you can make those precious hours count, focusing on what truly moves the needle in your business.

From the must-do client attraction activities to avoiding the common pitfalls that trap new coaches, we're laying it all out there. And because we know how overwhelming it can be, we’re also sharing a list of key podcast episodes that are game-changers for upping your client game (you can check out the links to those below!).


Links & Resources:

• Episode 49: The Power of a Financial Coaching Program
• Specialty Toolkit: A 90-Day Financial Coaching Program
• Ultimate Growth Guide
• Episode 9: How Do I Get Clients as a Financial Coach?
• Episode 25: Building Trust in Financial Coaching with the Trust Triad
• Episode 28: Why Aren’t You Getting More Clients?
• Episode 34: How to Talk About What You Do as a Financial Coach
• Episode 43: How to Get More Coaching Clients from Social Media
• Episode 44: Identify & Craft Your Why for Financial Coaches
• Episode 52: Real Talk on Social Media for Financial Coaches
• Episode 53: How to Get More Referrals from Your BNI Membership
• Episode 56: How to Use YouTube as a Marketing Strategy