Day in the Life of a Financial Wellness Coach

In this segment of "Time We Discuss" we look at what it's like to be a Financial Wellness Coach.

Join us on a typical day in the life of a financial wellness coach as we dive into the world of money management, budgeting tips, and financial empowerment. Follow along as we navigate client meetings, create personalized financial plans, and provide guidance on achieving financial goals. Get a glimpse into the rewarding and impactful career of a financial wellness coach with Rachel Durci!

Stay tuned to gain valuable insights and inspiration from the experiences of a financial wellness coach.

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Timestamp:

0:00 - Intro

0:23 - A typical day as a financial wellness coach.

2:02 - What percentage of your clients are in financial trouble?

4:02 - How did you transform your view on money and turn it into a business as a financial wellness coach?

6:05 - Do you work with all of your clients remotely?

6:46 - How has your formal education affected your ability to be a financial wellness coach?

8:32 - How did you get your first client as a financial wellness coach?

10:39 - What transferable skills helped move you forward as a financial wellness coach?

12:18 - How did you fill the gap in business knowledge as you developed your financial wellness business?

14:20 - First steps to take to become a financial wellness coach.

16:05 - Life Coach lightbulb moment.

16:44 - Are certifications are important in being a financial wellness expert or life coach?

19:23 - What is a full load for you as a financial wellness coach?

20:34 - How often do you meet with clients and what is the duration?

22:12 - When should someone seek out a financial wellness coach?

24:14 - Talent has the floor.

25:44 - Outro

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Guest Information:

Rachel Durci

Website: https://www.effortlessbudgeting.com/

City Dogs Cleveland FB: https://www.facebook.com/CityDogsCleveland

Also mentioned in this segment:

https://timewediscuss.com/emotional-wellness-expert.php

https://timewediscuss.com/performance-coach.php

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