Course Description

Instructor & Money Guru

Craig Dacy

Hi! I'm Craig and I'll be teaching you everything you need to know about personal finance. With a bachelors degree in education, and countless hours of working one-on-one with people in their finances, I am extremely passionate about helping you make incredible life changes with your money.

Course curriculum

  • 1

    Plan

    • Welcome!

    • Why Are You Here?

    • Setting Goals that WORK!

    • Quiz #1

    • Creating Your Ideal Client

    • Ideal Client Worksheet

    • Setting Up Your Business for a Strong Online Presence

    • Finding your Beta Client
  • 2

    Launch

    • What Do You Do?

    • Elevator Pitch Article

    • Setting Your Pricing

    • Income Targeting Exercise

    • Worksheets

    • Building Your Packages

    • Quiz #2

    • Setting Up Online Payments

    • Creating Consistent Online Content

    • Using a Content Calendar

    • My Content Creation Process

    • End of Module Assignment
  • 3

    Grow

    • Let's Make You a Profitable Coach!

    • You ARE a Salesman (and That's a Good Thing)!

    • Knowing Your Numbers

    • Prospecting Scorecard

    • Building a Strong Referral Network

    • Creating a CRM

    • How to Build Your CRM (Tutorial)

    • CRM Template

    • Consultations That Convert

    • Closing the Sale

    • The Onboarding Process

    • Creating an Online Sales Funnel
  • 4

    Expand

    • Book Your Coaching Session!
  • 5

    Bonus Materials

    • 10 Ways to Kickstart Your Financial Coaching Business eBook

    • Accountability Tracker

    • Transitioning Out of Your 9-5

    • Mastering Your Mindset Interview

    • Using Profit First In Your Business

    • Profit First Resources

    • Sample Agreements and Contracts

    • Recommended Books

    • How to Use Loom

    • Setting Up Your Online Calendar

    • Free Membership to Funding Freedom U