Quiz - Client Reports | The Advice Movement

Your Spending Coach - the course that teaches you how to build your own Personal Budgeting & Cashflow Coaching Program for your Clients

Before You Go Any Further, Download The Workbook : )

Introduction - Becoming Your Clients "Financial Coach"

Welcome To The "Your Spending Coach" Course (5:15)
Before we get too serious...how about we introduce ourselves :)
Meet the Your Spending Coach team (4:11)
What is Financial Coaching & the Money Management Program? (12:58)
The Your Spending Coach Method To Becoming A Financial Coach - Part 1 (13:57)
The Your Spending Coach Method To Becoming A Financial Coach - Part 2 (6:24)
Exercise: Set Your Course Goals (1:37)

Module 1: The Value of Financial Coaching for your Business

Introduction - The Value of Financial Coaching For Your Business (3:36)
What Does Pink Face Cream Have To Do With Financial Coaching? (11:34)
What Strategic Problems Is Financial Coaching Solving In Your Business? (13:48)
Activity - Strategic Problems Solved By Financial Coaching (3:29)
Module Recap and how we'll revisit this topic later on in the course (7:16)
Quiz - The Value Of Financial Coaching For Your Business

Module 2: How Financial Coaching Helps You "Win" The Client Value Equation

Introduction - Winning the Client Value Equation (7:11)
Creating Your Ideal Client Avatar's (16:58)
Meet Sally "Financially" Single (17:23)
Activity - Create Your Ideal Client Avatar (Part 1) (4:57)
The Value Of Financial Coaching For Your Avatar (21:57)
Activity - Idenfity the right 'Value Story' for your Avatar (9:21)
Module Recap and how we'll revisit this topic later on in the course (8:46)
Quiz - How Financial Coaching Helps You "Win" The Client Value Equation

Module 3 - Building Budgets and Tracking Transactions

Introduction - Building Budgets and Tracking Transactions (8:56)
The Four Stages of your clients Budgeting Journey (13:33)
Budgeting & Categorising Transactions (15:26)
Activity - match the transactions to the correct category
The power of creating and using Benchmarks (13:38)
Creating your House View on Categorising Transactions (20:51)
Activity - create your "House View" for your Budget Process (2:31)
FAQ's and FSU's of Budgeting (19:23)
Module Recap - and what we'll cover later on in the course (5:48)
Quiz - Building Budgets and Tracking Transactions

Module 4 - Client Reports - How To Provide Feedback They Will Listen To

Introduction - Client Reports (8:14)
How to know what to report on and when? (10:21)
Weekly Snapshots - Monitor what matters most (7:18)
Monthly Reports - Trend Spotting & Budget vs Actual (7:18)
Quarterly Progress updates - opportunity to review, revise, reset & reward (19:39)
Yearly Results & Budget Reset (12:12)
Activity - Building your Report Pack (3:02)
Module Recap - Client Reports (6:53)
FAQ's and FSU's of Client Reports (19:06)
Quiz - Client Reports

Module 5 - Banking On Success - Account Structures That Support Good Spending & Savings Habits

Introduction - Banking on Success (6:16)
Activity - draw your Bank account setup (2:05)
Spending, Storage and Savings accounts - and the Psychology of Spending (10:32)
Your clients' banking journey – From how they bank now to Best Practice (10:41)
Activity - create your "House View" for your Client Avatar (2:14)
Creating your "House View" Bank Account Structures (13:51)
FAQs and FSUs of Banking (24:11)
Quiz - Banking on Success
Module Recap - Banking on Success (10:33)

Module 6 - Getting Your Clients Started On Their Money Management Program

Introduction - Getting Your Clients Started on Their Money Management Program (6:36)
What A Full Year Of "Financial Coaching" Looks Like (12:04)
Social Selling - How To Prepare Your Potential Clients For What To Expect (12:37)
Your Money Management Program Meeting - Pre Work (8:15)
Your Money Management Program Meeting - Budget Setup (10:24)
Activity - Set your own Budget
Your Money Management Program Meeting - Banking Setup (8:36)
Your Money Management Program Meeting - Software & Reporting Setup (6:51)
FAQ's and FSU's of the Money Management Program Meeting (13:55)
Module Recap - Money Management Program Meeting (5:27)
Demo - Money Management Program Meeting (34:13)

Module 7 - Keeping Clients On Track - Your Ongoing Service Model

Introduction - Keeping Clients On Track - Your Ongoing Service Model (3:38)
Weekly work - Reconciling Transactions and Spending Snapshots (12:16)
Monthly Work - Producing Monthly Reports (7:42)
Quarterly Progress Update - getting ready and running the meeting (12:35)
Activity - Practice a Quarterly Progress meeting and upload your video (1:16)
Yearly Results & Budget Reset - getting ready and running the meeting (8:41)
Keeping Clients On Track - Module Recap (4:23)

Module 8 - Packaging and Pricing Your Offer - Winning The Client Value Equation

Introduction - Packaging and Pricing Your Offer - Winning The Client Value Equation (2:55)
Building your Value Stack - What will you include in your offer? (8:00)
Identifying your Cost - What will you Charge, for Time and Client Experiences? (7:46)
Using your Ideal Client Avatar to Build Your Packages (7:26)
Example - the Experience Wealth Packages & Pricing Model (7:50)
Activity - create your Packages and Pricing Model (Initial and Ongoing) (0:56)
Module Recap - Packaging and Pricing Your Offer - Winning The Client Value Equation (4:13)

Module 9 - Creating Your Value Story - A Tale Of Client Success

Introduction - Creating Your Value Story - A Tale Of Client Success (5:26)
Challenge your thinking - What problem does Financial Coaching solve in your Business? (6:33)
Challenge your thinking - The value of Financial Coaching for your Client Avatar (13:10)
Activity - Challenge your thinking - How you believe Financial Coaching drives Financial Independence (2:00)
Weaving a thread of Budgeting, Banking & Reporting into your Value Story (6:57)
The Pitch - helping clients see the 'value' from the first time you meet (23:42)
Activity - Create your own "Pitch" and upload your video (1:01)
Module Recap - Creating Your Value Story (4:50)

Module 10 - The Launch - Building A Pilot Group And 90 Day Action Plan

Tech Tutorials - Moneysoft

Moneysoft Setup - Adding Accounts (8:53)
Moneysoft - Categorisation Pt 1 (2:28)
Moneysoft - Categorisation Pt 2 (5:32)
Moneysoft - Budgeting (4:40)
Moneysoft - Track Goals (5:32)
Moneysoft - Clients adding notes (7:28)

Tech Tutorials - Xero

Tech Tutorials - Myprosperity

Myprosperity - Intro (2:31)
Myprosperity - Full Setup (27:04)
Myprosperity - Setting Up a Budget (3:02)
Myprosperity - Reconciling Transactions (3:53)
Myprosperity - Reporting (5:10)

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