Improve the odds of prospects becoming clients though consistent and organized sales meetings.

Pull up the entry-form for the sales meeting and be guided through specific questions to ask and topics to cover to help you successfully engage with prospects. 

Take meeting notes right in the agenda and it will be entered into the client’s record for easy future reference.

Improve your sales success with automated email follow-ups to keep interest and encourage them to sign up for coaching.

Brochures are auto-generated based on your recommendation and emailed to the prospect.

Personalized follow-up emails are sent to prospects at optimal times to ensure you never miss following up on an opportunity.

Plus, the CRM will prompt you with templates for additional personal follow-ups based on the specific goals and concerns of the prospect.

Learn how to sell without being a cheesy!

20+ videos to help you learn how to sell with confidence, handle objections, build a sales pipeline, and more!

Ensure you blog publishes at least monthly to stay in touch with prospects and keep relevant.

Receive a syndicated blog article auto-populated into your drafts each month.

Add your own intro and summary paragraph tailored to your client niche or just hit publish as-is to make for an easy monthly publishing schedule.

Execute marketing campaigns in your preferred social media site using plug-and-play templates.

Simply add verbiage and imagery that appeal to your niche and post!

Create your listing on the Financial Coach Finder website. 

Get matched to clients based on your area of expertise.

Utilize MCN's pricing structure based on industry benchmarking.

Or if you prefer, develop your own pricing structure utilizing MCN's in-depth step-by-step guidance on pricing your coaching product to be compelling to your ideal client.

A custom website with your branding designed specifically for converting prospects into sales meetings. 

Copywriting guides, design templates, and plug-and-play technology allow you to create your website in just a few hours.

Share in depth discussions about topics your clients have questions about.

The podcast provides an opportunity for you to share additional content with your clients to help them with specific financial topics. 

Utilize FCN's model coaching program based on best practices from the CFP's Financial Planning Process and AFCPE's Counseling process.

Or if you prefer, modify our program or create your unique program utilizing FCN's in-depth step-by-step guidance on building your unique program tailored to your ideal client's needs.

Fully integrated Client Relationship Management software that automatically communicates with clients, preps you for client meetings, and guides both you and the client through the coaching process. 

Automate your client notes and communication with an advanced CRM that tracks your clients through the onboarding and coaching processes.

FCN’s proprietary Coaching Operating System^TM overlay provides you with a system custom built for financial coaches and how we work with clients.

Tools, videos, and support to help you deliver an exceptional client experience that is worthy of referrals including:

• Developing a robust coaching offering
• Establishing the client relationship
• Customizing budgets and net worth statements to client needs
• Financial ratio analysis
• Goal setting exercises
• Developing recommendations
• Presenting your recommendations
• Ensuring client success

Always know what to discuss in client meetings and how to lead your client through the meeting.

Core meetings have detailed agendas, questions, and scripts to guide clients through the goal setting, budgeting, and other key meetings.

Detailed prompts for meeting topics and important current events talking points help you provide value to clients and have better meetings.

Help ensure client actually meet their savings goals by facilitating their savings for their short- and long-term goals.

Identify the goals the clients want to save toward and how much they can afford to contribute each month in their budget. Purposeful Wealth will manage their accounts so the savings actually happen each month automatically.

It’s taking the 401(k) model for retirement savings and applying it to the rest of their financial life. And it’s keeping you central in the process.

Specialty mini-courses to guide you through specialty topics related to running your business. 

For example, our Lead Magnet mini-course walks you through the steps of creating a Lead Magnet that results in quality leads for your marketing funnel. 

Dazzle your prospects with a modern online sales brochure.

Even better, the sales brochure is automatically created at the end of your prospecting meeting and sends to the client with just a few clicks from you! 

Worry less about the legal size of your business by having MoneyCoach Network handle all your contracts with clients.

Plus, check out our ##+ videos to learn more about your legal obligations, liability & risk management, and anything else that keeps you out of court.

We handle client billing and accounting, including adjusting bills annually for inflation. You simply receive a monthly payment based on your compensation tier and the revenue your clients bring in.

The only thing you have to worry about is providing your tax professional with the information they need to file your taxes.

Get support as your practice expands and you need to hire administrative support, assistant coaches, and others to help you expand further. 

As you expand your practice within MoneyCoach Network and need to hire we’ll provide you with support to interview, onboard, manage, and conduct performance reviews of your team.

You'll need a reliable internet connection, a computer, and comfort learning and using new software.

A quality microphone and camera are also helpful for clear, engaging conversations with prospects and clients.

You choose the workload that fits your life. Your personal capacity depends on your program, whether you offer ongoing coaching, your niche’s needs, and the amount of time you want to dedicate to clients.

As you approach your ideal caseload, we’ll help you assess and manage capacity so you can maintain high‑quality coaching.

Yes - part of your job is sales. But you won't be selling insurance, annuities, get-rich-quick schemes, or anything else that make you feel "icky".  

You'll be selling your financial coaching and counseling services to help clients pay off debt, balance their budget, and save for their future. You are literally selling you and your service. 

Compensation is calculated based on a percentage of the revenue the coaches clients generate. As a coaches clients grow, their income grows as well.

We implement a base monthly 'cost' to coaches to pay for direct hard costs of the technology licenses we must pay for each coach. Beyond this we take a percent of the revenue of the coaches clients to pay for indirect costs such as advertising, legal services, software development, staffing, and more. 

Because our direct hard and indirect costs don't increase in line with coach revenue, coaches can select a tier they'd like to use to get paid. Higher revenue coaches would choose a higher tier to capture more of the client revenue.

We work with coaches to help them maximize their compensation based on their monthly revenue.

FCN's portion of your revenue is used to maintain and develop a more successful business for everyone. This includes:

• Maintaining the software powering your our Coaching Operating System
• Advertising campaigns
• Legal Services & insurance
• Staffing
• Accounting
• Research and rollout of additional benefits for coaches.

The coach who brings in the client remains their primary relationship holder and main point of contact as they work with our firm.

Clients sign an agreement with MoneyCoach Network and are considered clients of the firm. Depending on their needs, they may also interact with other team members for additional support or specialized services.

The short answer is "no", this is an opportunity to work with clients. We engage with financial coaches and financial counselors as independent contractors to handle the business aspects of financial coaching/counseling, freeing you up to focus on finding and working with clients.

Yes! MoneyCoach Network has continued training to help coaches and counselors be more successful.

You will be guided through a step-by-step process for coaching clients, an annual process for ongoing work with clients, and group-study mini-courses to help you improve key skills.  

You also have access to all of the resources at any time, so you can focus on the immediate or pressing needs of your coaching and your clients whenever they come up.