#215: Inside the State of Financial Coaching: New Data Hub, 2025 Data & 2026 Survey Launch
Josh and Amelie summarize the high level findings from the 2025 State of Financial Coaching Study. Plus, they announce the launch of the new Survey Data Hub, along with how to get free (limited time) access by completing the 2026 survey.
Top takeaways:
- Niches work: Coaches with clearly defined niches consistently charge more across all pricing models, likely because they deliver specialized support.
- Success takes time: On average, it takes about 3.5 years to reach the growing phase and 5 years to reach the coasting phase of a coaching practice.
- Credentials may help drive growth: Two‑thirds of high revenue growth coaches hold credentials (most commonly the AFC® ), while two‑thirds of declining revenue coaches have no credentials.
- “Financial coach” title leads: Most practitioners identify as financial coaches, with financial counselor as the second‑most common self-assigned title.
- Access to survey insights is now easier: The new Survey Data Hub provides expanded data, available for purchase or free limited time access when completing the survey.
The 2026 survey is live through December 1, 2026. With the 2026 survey now open, it’s the ideal time to share your experience and gain limited time access to the expanded Data Hub: https://form.jotform.com/261254448203149.
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