You've been managing people for years. Why not help them with their finances?

I'll explain why retail managers make the best financial coaches.

(0:24) Why Customer Service & Management? | (5:00) Why do so many people struggle with money? | (6:22) What can I do to be on the best possible path for my own financial security? | (7:29) How can I be a financial guide for others if I’m not a master of this topic already? |(8:14 What are some tools and concepts you use to help people build their wealth? | (13:20) Who made this video and why? | (14:24) How do I start and how do I get paid? | (18:47) How hard is it to do this for real?

Has becoming a financial coach ever crossed your mind?

Managers working in retail make some of the best financial coaches.

You already know how to listen and empathize with others!

Why not put those skills to work towards helping others plan for a financially stable future?

You can effectively multitask.

You've proven to be an effective multitasker, and your role requires you to wear different hats.

You developed your soft-skills more than any other industry.

The finest financial coaches aren't those who know the most, but those who are best at listening and comprehending what others are feeling. A great financial coach is someone who is able to relate to and understand the person they are talking with. 

You can explain complicated things in a simple way.

Your job revolves around effective communication and making customers have their questions answered. This is a very crucial skillset of a Financial Coach and a very difficult skill to teach.

You’ve probably heard phrases like financial coach, financial agent, or financial guide.

That’s basically what we’re talking about, but within a context that allows you to be yourself, and to enjoy helping people who will otherwise be ignored or not given the best advice.

These are the same people who are often ignored or abused by large financial companies and confused or unsure if they’ve been given the correct advice.

You can literally build the business of your own without all the expenses.

You would be helping others find the answers to the same money questions you probably have like:

  • How can I pay off my student debt faster so I can start planning to buy my first home?
  • How can I pay off my mortgage in 15 years?
  • How can I save for my kids education so we don't have to rely on student loans?
  • How can I reduce my taxes so I can keep more of my paycheque?
  • How exactly does my pension work? How much will I get when I stop working?
  • Will I have enough money to retire and not be forced to go back to work

Finances Isn't As Complicated As You Might Think...

You might think becoming a financial coach means you naturally need to be…

  • A math wizard
  • Extroverted
  • Outgoing

Nothing can be further from the truth. The knowledge and tools that people used to become financially secure are not overly complicated.

You really can understand them and help others to understand them too.

It’s like you’re helping someone learn how to use the GPS app on the phone.

You don’t need to design and build the app!
You just show them how to turn it on, choose the destination and enjoy the journey.

Here's some reasons why others already made the transition...

Unhappy with their careers.

According to a survey completed by, over 76% of customer service reps are unhappy with their pay, do not find their jobs meaningful and feel they aren't making the best use of their abilities.

You get paid better!

According to, the average financial coach earns $106,454.

With a little training you can have a dramatically different career path as financial coach. You’ll get paid better, too, for the same valuable soft skills you already possess.

You can work part time and transition to a full time role if it makes sense to you.

You don't need to worry about sacrificing your full-time career!

You can own what you build!

Most careers require you to work for 20-40 years of your life with very little to show for it at the end of the day. Working in the financial services industry is unique because you can own the clientele and team you developed over the years. This can be inherited to your kids, designate it to someone to run your business for you or you can sell it to a peer. It's your choice.

You don't need to be a math genius to do well!

This business has very easy-to-understand tools, so you don’t need to be a financial wizard or a math genius to do well.

Be your own boss.

You can design your business around your life, and you can be your own boss, deciding how much or how little you want to work.

No pressure approach!

There’s nothing worse than being in a position where you have to get clients to meet a quota. That’s not good for you and it’s not good for your clients. We take a very simple educational approach that will make people want to line up to see you, kind of like at your doctor’s office.

Plug into a proven system that works

You don't need to reinvent the wheel because we already have a proven system in place that's been around for over 40 years. You just need to plug in and follow it.

Multiple Sources of Income

Multiple income streams is what makes financial services such a unique profession. In fact, you get paid nine different ways. This provides you with an income stream that is more stable than what you currently earn.

Schedule a Phone Call

It's hard to determine whether you and our team would be a good fit by reading our landing page and watching our introductory video. Please contact our team to see if there would be a good fit for you working with us.

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