7 Proven Marketing Strategies For financial coach/planner/trainer To Gain More Leads and Grow Their Business on autopilot
Q: What is marketing?
Marketing is a very diverse term, but in short, if you are sharing about your financial product or service, this is nothing more than marketing.
When we discuss marketing, many concepts come up—like messaging, audience, etc.—but I won’t go deep into it.
The main intention of this blog is to give you strategies, not teach you about “marketing.”
Q: Why is a proper marketing plan/strategy important for your financial coaching business?
If you are looking to build a sustainable coaching business, it is not possible without a proper marketing system.
But Why?
A business needs a consistent flow of clients so it can cover its overall expenses.
Without a proper marketing system, you would always be running for clients, and your business would be like a “seesaw,” sometimes up and sometimes down.
When you start to do proper marketing. It helps you to do lead generation on autopilot, which means you would have a proper flow of leads for your coaching business without putting much effort into it.
If you are unable to do it yourself, you can hire a skilled marketing agency, or better yet, you can take the help of Our Team.
Our team would take care of all of your “marketing” activities, so you can focus on what you love to do.
Click here to claim your lead-generating system that covers all of your marketing activities.
Do this before marketing your financial coaching business:
It doesn’t matter if you are a financial coach or financial planner or selling any financial-related product.
If you are not clear about your marketing, it won’t work.
So here is this 3C Framework that you have to apply every time you start marketing your financial coaching business.
1. Clear About Audience:
If you think my financial coaching is for everyone, then maybe you will be earning decent money from your coaching business for the next few years.
This, I am saying, is based on what I have experienced in real life.
If you intend to “earn a decent level of earning,” then it is fine.
Another scenario is if you want to grow your coaching business on a massive scale, then select a certain group of people.
“You can see this in images
For privacy reasons, I have removed images or done things in this manner, but you can take the idea of how other financial coaches are marketing themselves.
2. Clear about their pain points:
Even before implementing a marketing system, you would have to do basic research so you could understand your audience.
It would help you to speak their language.
“When you start to serve similar types of people, you automatically come to know about the pain points your target audience is facing.
This knowledge you can use for your marketing.
If you follow me, you have read my last post, Lead-Generation Roadmap for Financial Coaches.
In that post, my description is “I’m a financial coach, and I’ve exhausted leads from my friends and known circle. What should I do next?”
What do you think from where I got that line?
This line I took from a lady who is a financial coach who shared this problem with me.
Then I made my content by using similar lines, which she told me. Use it so you not only keep remembering their pain points but also attract more people who are facing the same type of problem.
In that blog, I have shared The Roadmap to start to generate leads when you have exhausted all the leads from friends and known circles (save this link and come back to this blog; do not jump from one blog to another; it won’t help you—Lead Generation Roadmap for financial coaches).
3. Clear about your problem statement:
“You are a financial coach, and your work is nothing but “solve a problem.”. So what is the size of the problem that you are solving in the market?
Is it a big problem or a small one?
How big the problem is = how much money you earn.
This is a simple rule of the universe.
So make sure your statement should reflect the same. Some of the Financial coaches do it in this way: “I Help working professionals to cut off their debt by 30% in just 6 months.”
They write this Type of bio On their LinkedIn/Instagram profile.
In this way, they target working professionals who are in debt.
If you want help with your marketing, I have created an OLM framework that is the base of a lead-generating system. You fill out your query to get this for your coaching business.
Click here to submit your inquiry.
7: Proven Strategies to market yourself As A Financial Coach
Strategy 1: Hack your competitor’s strategy
If you are a new financial coach and just starting now. So it is not a “wise decision” to go into the market and compete with giants.
So what can you do as a financial coach when you don’t have much experience?
Time to read your competition.
Within these 3 steps, you can do it.
A. list down names of competitors in the market.
Knowing your competition is always a first step, not only in war but in business as well.
Research on Google and list 10 businesses that sell the same type of product or serve the same industry.
Start with Giants and slowly narrow down the things.
Ex: In the financial coaching industry, there are some big names like Dave Ramsey and Morgan Stanley.
Maybe their business model is not the same as yours.
but definitely, they are targeting the same people.
B. Use the ad library to know competitor marketing strategy.
Turning a cold prospect into a buyer is a whole different game.
To make this happen, every business has a proper marketing strategy, which you can decode through the Facebook Ads Library.
Before you start your marketing and generate traffic through meta ads, it is important to research so you can get a good ROI from ADs.
How you can do it: visit FB Ads Library… and search keywords related to your industry.
you will find results like these.
Now you can see how other coaches are doing.
Check What they are saying in their video: What is the starting line (hook), Are they selling their one-to-one webinar?
Visit their landing page and check their headline, subheading, and the whole process.
Note it down all the things on paper.
C. Modal it for yourself:
When you know what your competitors are doing. It is time to create your strategy.
Use the above data to create your marketing strategy.
If you are a new financial planner, coach, or trainer, you should copy and paste other’s marketing strategies without a second thought.
what you all need is
1- A Winning ad
2- A Winning offer
3- Winning landing page
Now you are all set to break the market. Because now you have a winning funnel.
What is the winning funnel?
Winning Funnel is nothing but a customer journey, which helps your cold prospect convert into paying clients.
In the coaching industry, these 3 elements play an important role in creating a winning funnel.
AD, OFFER, and A landing page.
If you want to know “How to find a winning funnel?” Keep reading
Strategy 2: Get Your Website
Get your professional website. Professional, I mean professional.
Not Created By AI.
But why should we not use AI to create a website?
The only reason is that if you have a website by AI, you would end up paying for its hosting domain and never be able to generate money out of it.
If you have seen a lot of influencers claim that a website never generates revenue, maybe this is also the reason.
If you want to generate revenue out of it. Then I would highly recommend taking the help of any professional who can help you create a customized strategy for your website.
Customize strategy simply means—that when someone lands upon your website, where he should click? which section needs to be highlighted.
Like we did for DAVID.
A good UX-UI designer and developer would create a section in a manner that helps to increase website conversion rates by giving a proper CTA upon the website.
But how does a website help you?
A. Helps you to Generate Trust in the Market:
When you are going to invest a good amount of money in any brand or course.
What do you do before purchasing it??
If you ask me, “I check a person’s/brand’s every single social media handle, “I visit their website.”
Read about them and see their testimonials.
If you are thinking social media is the best way to generate trust,
We would upload our content on Instagram or YouTube.
In this way, we would build trust.
“Why do I need a website?”
Here is my answer:
TikTok Was banned in India on June 29, 2020, And a lot of influencers were wiped out with their valuable content; I don;t know if their content was valuable or not… But In short, they lost all of their followers.
And their influencer business went shut down overnight.
In 2025, I am writing my content here, and it will be here until and unless I give money to a hosting/domain provider.
This is the reason you must have a website, especially when you are working as a financial coach, planner, or trainer. In the future, it is going to be your biggest asset if you decide to work dedicatedly on your website.
If you want your website, you can submit your inquiry—click here to submit your inquiry.
B. Traffic Generation and Free Resources:
When you have a website, you can put a lot of content over there, related to your financial coaching.
This doesn’t mean you are showing your award and achievement and doing promotional activities over there.
It simply means you are creating content that would help people.
But how do I know if I am creating the right content??
No one knows, but certain principles give the idea that your content is “Right or helpful.”
Before selecting your topic, ASK THIS QUESTION: “What problem I am solving?”
For example, I am solving marketing-related issues for financial coaches through this blog.
Why do I need to ask this Question: when I can make content whatever I want??
NO ONE CARES ABOUT CONTENT UNTIL AND UNLESS IT IS NOT HELPING THEM
If you want to drive traffic. IT IS A MUST for you.
When we have done this, it is time to focus on creating free resources.
It can be any ebook or free training that can help your audience take a step toward their desired outcomes or a “tracking sheet” or maybe some principle Like “Dave Ramsay” has made for his audience which he calls “Baby steps.”
If you want to get a PROPER CUSTOMIZE STRATEGY, Click Here
C. how to generate money out of a website:
It is time to convert your traffic into cash.
After completing the second step, It’s time to Put Your resource links between your blog content so if someone is interested in free training they can claim it just by filling out A form.
In this way, you would get a lead and visitors would get their free training.
Now you have a lead, you can “bring them on a call” or any webinar.
After they join your call, “it is time to pitch your offer and help them.
Strategy 3: Use Local Workshops To Generate leads For your financial coaching business
In Your financial coaching Business, The initial stage is tough.
You don’t know how to generate leads?
It always happens.
So here are the best methods to do your marketing and generate business.
Organize a free workshop…for people.
In This FREE FINANCIAL FREEDOM WORKSHOP, You will Share your knowledge and help them.
Let’s understand it properly:
A. What are local workshops?
A local workshop is nothing more than a physical meet-up where you invite your local Audience.
You share your knowledge with them.
After that, you pitch your product/offer to them.
If you are well-known in society, It would be so easy for you to organize these type of workshops.
B. How to organize Local workshops For Your Coaching Business?
It is not rocket science, Just share about your upcoming financial freedom workshop with people through your WhatsApp and social media.
In this way, you can Aware people also generate leads.
If You HAVE ACCESS to a certain type of network.
You can personally message them and tell them This worksho[ is specifically for them based on their profession.
In this type of situation, you can go for niche targeting. (when you have access to certain type of people)
This method would make your offer more attractive.
Ex-financial freedom workshops for photographers or moms or IT professionals.
It would target these people easily.
Note: You must have some physical space to organize this workshop.
C. How to use it to generate business?
When you complete your workshop, Take your audience’s Questions and then answer them.
Now it is time to Pitch Your offer.
Tell them about your product and services and what benefits they would get when they buy It.
There will always be some people who need your services.
In this whole process, Do not forget to take their phone number and emails. (When They Just enter your Financial workshop, you can tell them to fill in Their Details on a page that would help you to reach out to them after the workshop)
This is how you can not only organize workshops but also generate real business.
Strategy 4: Start Content Creation To Attract people
If you think you need a highly powerful camera to do content creation, I will save you there. You just create content that solves a burning problem for people.
A. what is the first step?
The first step is to do some research. Find content that helps people. When research work has been completed, then you can create any post or video.
Now when no one knows you the best you can do is see what competitors are doing. and then specifically check, what content is doing good in the the market for them, and start to prepare for it.
B. How to prepare?
Create a proper strategy by analyzing your competitors. now write a proper script for it, even when you are starting it, just write every single word. When it was done. you can shoot videos on it or write a blog.
C. Why is it important?
It is simple: to generate traffic without paying extra. Content Creation helps you to Build your brand and also to generate leads.
Not only short but it is beneficial for the long term as well.
Strategy-5: Give free resources to Build your community
When you share something for free, there are fewer barriers. and you are also expected to get leads with the exchange of names and emails of your potential customers.
1. What are free resources?
Free resources are just some resources like tracking sheets or other tools that help your prospect Go from level 1 to level 2 in the Journey to achieve their goals.
2. What does free resources do?
Free resources just help you generate leads; you would be giving value upfront, and in return, you would be getting the prospect’s contact information.
When you have their contact information. Create a direct channel to communicate with them.
3. Which type of free resources works for financial coaches?
free training or any quiz is best, but you have to understand what resources can help your customer go from level A to level B.
If you want to Properly customize your strategy you can apply it to your lead-generating system, where Our team understands your business model and then Helps you to create a strategy that works for you.
Strategy-6: Design a funnel for your financial coaching Business
a. What is a funnel?
Funnel is a step-by-step journey of a prospect to become a paid customer. Let’s take an example: you are a financial coach so how do you generate leads for your coaching business? May be you want to use paid marketing.
So what do you do?
You run ads and give people offers It can be a free cheat sheet or tracking sheet or attend your webinar.
Then you generate leads.
In the next step, you told them to join a group. It can be WhatsApp or Facebook groups.
When They are part of your GROUP, You can pitch them different offers from time to time.
In this way, you would keep selling your Different products to the same Audience.
(do not spam people.) Just Give them value.
This overall Journey is a funnel, And this Journey can be different for different products.
b. How does FUNNEL generate results for your financial coaching Business?
A proper funnel helps you generate leads and convert them into high-paying clients.
Preparing a proper customer journey, your efforts would be only in a single direction, which gives you a big edge because now only with a few clicks you can increase your profits.
Strategy-7: Use paid ads:
Paid ads are the best strategy to generate leads. It gives you quick & fast results and helps you run a business with profitability.
But the most crucial thing is:
Q- How do find a winning ad to create an ad for your financial coaching business?
Step 1: Go to the Facebook Ads library and check your niche. See what other financial coaches are doing, what is their messaging, and what their offerings are. In this way, you understand their proper messaging.
Step 2: Notice How long this AD is running. See how long they are running ads, and based on that, you can Decide whether it is a winning ad or not. Usually, if Ad is running for more than 1 week, you can consider it as a winning ad.
Step 3: Check all the redirection and offers. Check after clicking their ad where are you landing. Is it a Facebook group or a WhatsApp group? What content they are sharing in the group? This is the list that you can follow to keep track the things.
1: Ad hook
2: ad messaging
3: Ad heading
4: page headline
5: Page Description
6: Ad-copy
7: Check the landing pages section order
8: Target audience
This is how you find winning ads and a funnel.
If you like this blog, you can connect with me on my Instagram, LinkedIn, and YouTube to get more value.
