Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with financial planner,

speaker and consultant Michael Kitsis to hear stories of how leading financial advisors

navigated the inevitable challenges that arise on the path to success and get insight from leading

industry consultants about how to break through to the

next level in your advisory business. And now here's your host, Michael Kitsas. Welcome, everyone.

Welcome to the 185th episode of the Financial Advisor's Success Podcast. My guest on today's

podcast is Christine Tay. Christine is the founder of Taye Financial

Coaching, which provides tax consulting and financial coaching services to often high-income

individuals and couples still struggling with money in the San Francisco Bay Area.

What's unique about Christine, though, is the way that she's building a successful financial

coaching practice by not only systematizing her coaching

packages for clients, but also systematizing her marketing process via LinkedIn to scale her reach

to be able to get a high enough volume of clients to make the coaching business work.

In this episode, we talk in depth about how Christine structures her financial coaching services

for clients, why the focus of

her work is on short-term cash flow tracking for clients and not necessarily their long-term

retirement plans. The reason she insists that clients track their spending manually in a spreadsheet

and not use online tools like Mint.com. The four and eight-week financial coaching packages

that Christine created for clients to be more

scalable than hourly coaching and also helps her find better fit clients.

And why Christine's philosophy is to teach her clients to fish and that she tries to graduate

them to become self-sustaining and not remain her long-term clients.

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