Go offline with the Player FM app!
Exploring the Power of Financial Coaching with Samantha Lee Sparkes
Manage episode 510741185 series 2503255
Are your clients struggling with fear, shame, or overwhelm when it comes to money?
In this episode of PROpulsion LIVE, we sit down with Samantha Sparkes, a personal finance coach who helps women change their money stories, build practical skills, and gain the confidence to take action.
We discuss:
-What financial coaching really is and how it differs from financial advice
-Why so many people feel stuck, even when they know the “right” steps
-Simple money skills that make the biggest difference in daily life
-The most common challenges Samantha sees in her clients
-Why financial advisers and coaches working together gives clients the best outcomes
📌 Resource: Take Samantha’s free Money Dysfunctions Assessment for Entrepreneurs: https://qualtricsxm3htzgdg96.qualtrics.com/jfe/form/SV_3Vit66mbl5neZCK
👉 Don’t miss this chance to learn how financial coaching can add depth to advice, and how it prepares clients to get the most from their adviser.
Subscribe for more conversations that help financial planners, advisers, and business owners explore new ways to grow.
ASCEND SUMMIT TICKETS: https://www.propulsion.co.za/propulsion-summit-tickets/
DIGITAL LOCKDOWN https://inn8cpd.co.za/event/register/154/10034092-b592-4e0e-ab73-65d1c144b17d
📊 Take the Professional Practice 10.0 Scorecard 🎯 https://www.propulsion.co.za/scoreyt
📘 Get the Financial Advisor Playbook • Physical Book: https://www.takealot.com/the-financia... • Digital Copy on Amazon: https://www.amazon.com/dp/B0D8BL2CGH
🌐 Learn more about PROpulsion and Becoming a member: 👉 https://www.propulsion.co.za/community
160 episodes
Manage episode 510741185 series 2503255
Are your clients struggling with fear, shame, or overwhelm when it comes to money?
In this episode of PROpulsion LIVE, we sit down with Samantha Sparkes, a personal finance coach who helps women change their money stories, build practical skills, and gain the confidence to take action.
We discuss:
-What financial coaching really is and how it differs from financial advice
-Why so many people feel stuck, even when they know the “right” steps
-Simple money skills that make the biggest difference in daily life
-The most common challenges Samantha sees in her clients
-Why financial advisers and coaches working together gives clients the best outcomes
📌 Resource: Take Samantha’s free Money Dysfunctions Assessment for Entrepreneurs: https://qualtricsxm3htzgdg96.qualtrics.com/jfe/form/SV_3Vit66mbl5neZCK
👉 Don’t miss this chance to learn how financial coaching can add depth to advice, and how it prepares clients to get the most from their adviser.
Subscribe for more conversations that help financial planners, advisers, and business owners explore new ways to grow.
ASCEND SUMMIT TICKETS: https://www.propulsion.co.za/propulsion-summit-tickets/
DIGITAL LOCKDOWN https://inn8cpd.co.za/event/register/154/10034092-b592-4e0e-ab73-65d1c144b17d
📊 Take the Professional Practice 10.0 Scorecard 🎯 https://www.propulsion.co.za/scoreyt
📘 Get the Financial Advisor Playbook • Physical Book: https://www.takealot.com/the-financia... • Digital Copy on Amazon: https://www.amazon.com/dp/B0D8BL2CGH
🌐 Learn more about PROpulsion and Becoming a member: 👉 https://www.propulsion.co.za/community
160 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.