Hi Pam! I worked as a financial coach designing personal finance education workshops for employees. Most people don’t realize that your benefits package can be worth a third of your total salary. Something to keep in mind when comparing job offers. And while there are some employers who offer financial coaching because they care about their employees, many offer it to reduce turnover costs. BTW, I’m now an AFC and we are fiduciaries.
Hi Martha, I really appreciate you sharing this perspective. Voices like yours, coming from inside employer education, add important nuance to this conversation.
I’d genuinely love to learn more about your experience designing workshops and how you see the role of coaching evolving. If you’re open to it, I’d enjoy connecting. I just sent you a LinkedIn invite.
Thank you for being here and for the work you do. :)
I loved designing those workshops! We always used our team of coaches, made them as entertaining as we could and encouraged people to ask questions. By far my favorite was our weekly ask us anything live Q&A workshops. I do see coaching evolving and professional standards are important. Coaches are a great complement to financial planners and advisors--we don't give investment or tax advice but help people with the nitty gritty work of creating spending plans and debt payoff plans, so that they have more discretionary money to invest. Coaches make great referral partners!
Agree — great coaching around spending and debt payoff can be transformative. I’ve seen it in action, and that foundational groundwork often determines whether someone ever has money to invest in the first place.
I’m a big believer in clear lanes too. Coaches are game changers. They do the hands-on behavioral work. Fiduciary advisors handle the highly detailed, personalized investment and tax strategy. One hand should absolutely be able to refer to the other. It’s a powerful combination — and truly thoughtful referral partnerships are worth more than the sum of the parts.
Hi Pam! I worked as a financial coach designing personal finance education workshops for employees. Most people don’t realize that your benefits package can be worth a third of your total salary. Something to keep in mind when comparing job offers. And while there are some employers who offer financial coaching because they care about their employees, many offer it to reduce turnover costs. BTW, I’m now an AFC and we are fiduciaries.
Hi Martha, I really appreciate you sharing this perspective. Voices like yours, coming from inside employer education, add important nuance to this conversation.
I’d genuinely love to learn more about your experience designing workshops and how you see the role of coaching evolving. If you’re open to it, I’d enjoy connecting. I just sent you a LinkedIn invite.
Thank you for being here and for the work you do. :)
I loved designing those workshops! We always used our team of coaches, made them as entertaining as we could and encouraged people to ask questions. By far my favorite was our weekly ask us anything live Q&A workshops. I do see coaching evolving and professional standards are important. Coaches are a great complement to financial planners and advisors--we don't give investment or tax advice but help people with the nitty gritty work of creating spending plans and debt payoff plans, so that they have more discretionary money to invest. Coaches make great referral partners!
Agree — great coaching around spending and debt payoff can be transformative. I’ve seen it in action, and that foundational groundwork often determines whether someone ever has money to invest in the first place.
I’m a big believer in clear lanes too. Coaches are game changers. They do the hands-on behavioral work. Fiduciary advisors handle the highly detailed, personalized investment and tax strategy. One hand should absolutely be able to refer to the other. It’s a powerful combination — and truly thoughtful referral partnerships are worth more than the sum of the parts.