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As coaches, our central goal is to help our clients—this is the work we love, and to go even further, it's who we are as people. There are a few key things you can do as a highly skilled coach to truly prioritize your clients, and they are all connected to the holistic approach to coaching.
In this episode, Brain Berneman offers great insight into understanding the integration of the work we do and the holistic nature of coaching. We talked in-depth about what that means—for you and your clients--and how to figure out what skills you need to be able to really help the people you work with so you don't miss the bigger picture of them as a whole person.
The holistic approach to coaching accounts for the whole person
Many clients seek coaching to improve one specific area of their life–whether it’s business, relationships, or personal development. However, often what they seek improvement with externally is connected to deeper internal aspects. Mental, emotional, and physical factors all play a role in shaping our experiences, and true progress comes when these elements are integrated. Skilled coaches can use one of these areas as an entry point, and then go deeper into a client's past experiences or nervous system responses to account for what is going on with the whole person. We need to offer this holistic perspective in order to guide those that we are supporting.
A holistic view creates the best environment for your client
Creating a safe and inviting environment for our clients is something that highly skilled coaches know is essential to growth. This holistic approach is what truly leads our clients to feel cared for and know that we have their best interests at heart.
Embrace and practice holistic and integrative coaching
Coaching is not just about surface-level strategies—it’s about integrating all aspects of life to bring lasting change. By embracing a holistic approach, expanding knowledge, collaborating with other professionals, and continuously working on personal growth, coaches can provide the highest level of support for our clients.
Our clients need a skilled coach who looks beyond the obvious and is willing to explore the full picture of what’s holding them back. So keep learning, stay open to collaboration, and walk the path yourself so you can guide others more effectively. Holistic coaching is truly a journey of integration, connection, and transformation.
You can read the full show notes here.
About Brian Berneman
Brian Berneman is a beacon in the realm of conscious living, merging his foundational expertise in neuroscience with over 15 years of holistic wellness practice. Seamlessly blending ancient wisdom with modern science, Brian offers a unique perspective on well-being that resonates with audiences globally as they start their journey to wellness. Brian dedicated two years at the Ratna Ling Retreat Centre, deeply engaging with the teachings of Tibetan Lama Tarthang Tulku on Tibetan Buddhism, Yoga, and meditation practices. As the co-founder of Conscious Action and You Being You, he has cemented his commitment to promoting intentional, heart-connected living that improves overall health and mental wellbeing. At the core of Brian's work is a passionate mission: to guide individuals on their journey to a more mindful, balanced, and purpose-driven existence. Since 2019 Brian has been teaching at The Auckland University of Technology with a focus on Mental Health, Wellbeing, Social Change & Sustainability.
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Every coach knows how important mindset is for cultivating change–but great coaches have the ability to expand beyond thought work. So what truly sets highly skilled coaches apart? An integrative approach that combines mindset, emotions, and the nervous system into an integrative approach that meets clients where they are.
Many coaches start with thought work because it’s powerful and effective. But on its own, it has limits. When clients struggle to change their thoughts, it’s often because deeper emotional or nervous system patterns need attention first.
In this conversation with Crystal Hansen, you’ll hear how developing the skills to have this holistic approach not only improves client results—it strengthens your business by making you a more adaptable coach.
After you listen to the episode, don’t forget to sign up for my FREE live webinar on March 10th at noon CT! We’ll go even deeper into mindset and developing a holistic perspective.
The power and limits of mindset work
Mindset work has so many benefits–it’s often the quickest path for your clients to gain awareness, take ownership, and recognize areas where a shift is needed. When your client has the understanding that they can change their mindset, they realize the control they have over their life and circumstances. This power can feel so good! But thought work is not the answer to everything–it’s important to be aware of the issues this can bring up as well.
If clients believe every problem can be solved by changing their thoughts, they may start blaming themselves when it doesn’t work. The truth is that not every thought is controllable. The nervous system plays a major role in how we respond to situations, often outside of conscious awareness. And when a deeper emotion is influencing our thoughts, that’s something we need to process–not “fix” or change.
It’s essential to learn how to recognize when emotional processing should take priority. Highly skilled coaches who understand both can guide clients toward meaningful, lasting change.
A holistic approach sets great coaches–and their businesses–apart from the rest
Skilled coaches need this broader understanding of the tools they can use to truly do their service justice. None of these strategies–mindset, emotional processing, or nervous system work–are better than another. What works for one client may not work for another. Lasting change comes from knowing how to combine them to serve each individual client. A holistic approach will allow you to personalize the work you do to help them move forward in their lives–this is what will set you apart as a great coach, and help your business continue to grow.
If you want to explore the topic of going beyond thought work further, sign up for my live interactive webinar on March 10th. I’m going to teach specifically about advanced mindset work and this holistic perspective that will help your clients. I’ll see you there!
You can read the full show notes here.
About Crystal Hansen
Crystal is The Couples Conflict Coach™ She is a Certified Life and Marriage Master Coach with Advanced Certification in Relationship and Marriage Coaching. Crystal helps couples and individuals who feel disconnected in their marriage because of conflict and...
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“Money” is a loaded word (and a loaded topic) for most people in one way or another. For highly skilled coaches, it can feel tricky to balance doing the work you love with achieving financial goals. This is why you often leap to action–making new offers, changing your messaging, or increasing your marketing. In reality, the path to making money is much more holistic–and it starts understanding what’s in your subconscious when it comes to money.
Emily June Wilcox wrote Wounds to Wealth to share her money-healing methodology and help women understand how their limiting beliefs about money are caused by deep wounds. Making more money has to start from within–if you focus your energy outward before doing the internal work, you’ll get stuck in a cycle that will not foster the growth you want. Emily shares stories and strategies to help you understand the concept and impact of money wounds and set you on a journey of healing that will make your money dreams a reality.
What are the different types of money wounds?
Emily defines six money wounds in her book:
The money shame wound. You don't feel worthy of wealth.The evil money wound. You feel that being rich is bad or wrong.The hard money wound. Money just feels hard for you!The money trust wound. You don’t trust yourself when it comes to managing money.The safe money wound. You need a financial cushion to feel secure.The disappearing money wound. You feel like money is going to abandon you–here one day, gone the next.You can take the quiz to find your most prominent wound, though most people have three or four that are varying degrees of strength.
How limiting beliefs about money impact coaches
As a coach, your specific struggle with money will be unique, depending on what your “wound” is. This is why changing “money mindset” is not as straightforward as you might think.
Two coaches could be at the exact same skill level, but one is comfortable charging much more, much sooner. Why does this come easily for some but not others? It has to do with your story and expectations around money.
In the Master Coach Training program, we dive deep into certain questions to provide insight into why you aren't making the money you want: How comfortable are you making an offer? How comfortable are you charging? How comfortable are you accepting money?
When you’re not comfortable with those things, it’s easier to focus on trying to fix all the details of your business and making adjustments. But your relationship with money is the most foundational piece.
You can read the full show notes here.
About Emily June Wilcox
Emily June Wilcox is a wealth and business coach, #1 bestselling author, and speaker on a mission to help women entrepreneurs heal their money wounds, make more profit in business, and build passive income so they can experience true financial freedom and time freedom.
She’s built two 7-figure businesses (an e-commerce clothing company and an amazon marketing agency) and now focuses on using energetics & strategy to help women build their fempires and walk the joyous path to millions.
Emily hosts a Top 2% Global podcast – The Joyous Path to Millions and her work has been featured in more than 400 major media outlets...
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Navigating change is the only constant in life! Yet, as human beings with a human brain… we often resist. It doesn't have to be this way. In fact, with the right coach (who understands about how the brain and body work), we can move toward change in a powerful way. Often when women hit midlife, their world can slow down a bit. The biggest change we’re faced with is the question of “Who am I?” and “What is my purpose?”
In this episode, Master midlife coach, Jackie Sawinson, offers her insights here on what midlife means for women and how to prepare to navigate the changes and unknowns we face during that time. Whether you're in midlife, you feel you're past it, or you feel you're not yet there, you’ll love Jackie tips and ideas for enriching your life and your coaching practice.
Why is it so hard to face change?
Change is inevitable and essential for growth, but it can still be so difficult to go through.
Our brains love patterns. The way we think, feel, and react are patterns that are ingrained in us. Because of this, when we start to think that we might need to change, there's resistance. It’s normal to resist change mentally, physically, and emotionally because the disruption of routines and habits comes with the fear of who we are without them.
The support of a coach makes a difference in midlife
When you are navigating both mental and physical changes in midlife, the support of a skilled coach when figuring out what is next for you is a big deal.
As coaches, we know clients sometimes have to justify hiring someone to help us. But the support coaches offer is so beneficial, especially during a transitional time. With the right approach (holistic in nature), coaches create safe and accepting environments to have deep conversations and work through the challenges of change. It is so liberating to have someone to talk to someone whose job is to provide guidance and encouragement. This is why the Master Coach Training program is so focused on creating the right environment for each of your clients.
Change is an amazing opportunity for growth
Change doesn't negate our lives, it takes us to where we want to be. We need to change for ourselves, which then changes a lot of other things. Change is all around us every day. It's the one constant. When you remove the “weeds” of fear and anxiety that are preventing change, you make room for flowers and plants to grow in the garden that is your life.
About Jackie Swainson
When I turned 50, everything that could happen did! And life suddenly was not what I had expected or planned. My youngest twin boys left on their missions, my husband started an addiction treatment program away from home and my son and his wife lost a new baby. I felt so alone. My family needed me, so I soldiered on, like I was “supposed” to do. But I didn’t have anyone present to minister to what I needed. I turned to my faith and my mom and dad and trusted friends. I journaled everything, and did come back to the surface. But along the way I experienced all the hard emotions, had to let go of some long held beliefs about myself, and step into change. It was a long, hard, but very rewarding process. And it is not over! I took this experience and used what I learned and became a Master Certified Life Coach so that I could help smooth the transition into this phase of life.I believe every midlife woman deserves a great life filled with joy, regardless of her circumstances. My experiences have fueled my mission to help you create the changes you desire. Let’s quiet the voices telling you you’re too old or forgotten. Instead, we’ll focus on creating
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It takes a lot of effort to run a business, especially when it comes to converting clients. On top of that, sales and marketing make many coaches uncomfortable–you just want to focus on doing the work that you love because you know you’re good with your clients. However, to work with people you truly connect with, you need a strategy to attract those clients without chasing them down.
Today on the podcast, Kris Jones explains how easy it can be to convert clients so you can focus on doing what you love. She shares her “Less is more” approach to connecting with clients through storytelling in her new book, From Click to Client, and explains how to make your website the center of your marketing—so you become the obvious choice.
4 steps to take you from click to client
Kris outlines the 4 pillars of her book: mine, refine, design, and sign. Once you uncover your story through the mining for gold process, you can move on to refining that story and designing your website in the most effective way to convert clients. This all leads to signing the clients who will be a great fit, and who know you are the obvious choice for them.
Step 1: Mine the gold of your story
You know you have a compelling story, how do you bring out the most valuable elements to appeal to the clients you will connect with most?
Step 2: Refine your message
To fully craft your story, you have to polish the gold that you have excavated–this is the refining process. You edit out the noise and begin formulating the structure. This is where the “less is more” philosophy comes in.
Step 3: Design your website
The way your story is presented on your website is extremely important to this process. Kris offers several tips to take your compelling, streamlined story and add elements to bring it to life without overwhelming a potential client.
Step 4: Sign!
This is where you get to reap all the rewards of steps one, two, and three. You sign clients and continue doing the work that matters to you–without the stress of sales!
About Kris Jones
Most coaches don’t have a marketing problem—they have a messaging problem. Your dream clients are likely visiting your website and quietly clicking away, not because your offer isn’t valuable, but because your story isn’t clear.
After 23 years crafting stories for brands like Nike and Adidas, Kris Jones discovered a game-changing truth: a single, well-told story can replace all your marketing and double your revenue. As a hand-selected mentee of StoryBrand’s Donald Miller and founder of Red Door Stories, she’s helped hundreds of coaches transform their websites into 24/7 client-attracting machines.
Her Signature Story-Selling System™ delivers real, measurable results:
Scaling from $30K to $300K months300% revenue increases in under 90 daysPremium pricing with higher close ratesWaitlists filled—without ads or endless contentMarketing overwhelm ends when you tell the right story. Let Kris show you how.
Website: https://www.reddoorstories.com/
Instagram: https://www.instagram.com/reddoordesign/
Facebook:https://www.facebook.com/reddoorportland/?fref=ts
Linkedin: https://www.linkedin.com/in/reddoordesigns/
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When someone has a plan of action behind a goal or a desired outcome, they are more likely to achieve it. One of the things we want most for our clients is to be able to help them accomplish the change they seek through coaching, but creating a plan of action that actually works comes with challenges.
In this episode, you'll develop a deeper understanding of why a plan of action is so important and what it means for your business now and long term. We will go through the elements of an effective plan an effective plan and how to create tangible, actionable steps your clients will follow through on.
You can read the full show notes and access all the links here.
How do you create a plan of action for your clients that actually works?
When it comes to making action plans for clients there are many challenges that can arise.
The goal is not tangibleYou struggle to keep your client on trackYour client resists goal setting altogetherWhat is the 4-part framework?
1. Cognitive work. As coaches, we need to have an understanding of cognitive patterns and mind mastery when it comes to our clients.
2. Emotional resiliency. An understanding of how to be with your client and their emotions is crucial to this process.
3. Understanding of the nervous system. Greater resiliency and regulation are difficult to create when your client does not have nervous system awareness or connection to themselves.
4. Creating aligned action. There is so much power in having a solid and clear plan of action that is supported with mind mastery, emotional resiliency, and understanding of the nervous system.
3 elements of an effective plan of action
The 4 part framework for creating lasting change will help you understand how to make the change, but how can you implement this in a plan that your client will be able to stick to? There are three elements to a plan of action that works:
Clarity and commitmentMastery of mindset and emotionAdaptable aligned actionAdditional resources for creating a plan of action that works
For an even deeper dive into this topic, you can watch a goal setting and productivity webinar and complete the accompanying success guide with simple prompts to help you approach creating a plan of action.
Connect with Molly ClaireMolly's Website: MollyClaire.Com
Master Coach Training 2025 Application Open
Have a question or thoughts about the podcast? Don’t hesitate to contact Molly at:
Instagram | Molly Claire Coaching [email protected]Molly’s book: The Happy Mom Mindset: mollyclaire.com/book
Please help Molly reach even more like-minded...
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Mastering Sales Through Human Connection
For so many entrepreneurs who are starting out, it can seem
daunting to figure out how to make a sale without being salesy. It is essential
to understand that selling is serving and how to do it in a way that does not
push people into anything. Your job in sales is to build a human connection and
help people to make a decision.
Embracing Human Connection in Sales
The first thing to learn about sales is that sales are not
transactional. We are learning how to engage people to do something that they
may not want to do, but that gets them the result they are looking for. People
are not buying the thing we sell; they are buying the outcome and the result.
Building a human connection and listening to what people are looking for allows
you to help people decide whether to engage or not.
The Power of Listening
As salespeople, the goal is to step back from being overly
interested in showcasing what we have to offer and instead focus on being
interested in what the client needs. We want to be interested in them, not show
off how interesting we are. The conversations are not about you and what you
have to offer; they are about the client. By asking the right questions and
building a genuine human connection, you discover what truly matters to them
and position your offer as a solution to their specific needs.
Coaching Through Conversations
Sales conversations mirror coaching sessions in many ways. Both
require the ability to guide individuals through uncertainties and help them
reach clarity. You are not pushing someone towards a yes or a no. You are
supporting them in exploring what feels most aligned with their goals. You want
to help them make a decision that they feel good about.
About Nic Cramer
Nicole Cramer is a distinguished Sales Conversation Coach,
Keynote Speaker, and Corporate Sales Trainer, celebrated for transforming sales
through human connection and strategic language. As the former #1 sales
executive nationwide at a Fortune 500 company, Nicole now channels her
expertise into coaching, where she empowers sales professionals and
entrepreneurs to excel. Her approach focuses on integrity and the art of
conversation, enhancing clients’ ability to close deals and build lasting
relationships. Based in Nashville, Nicole leads TNC Speaking and Coaching, and
hosts both a popular YouTube channel and a podcast, making her a prominent
voice in sales and wellness communities
Nic’s Website
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Free Masterclass: How to Create a Plan of Action for your Clients (that actually works!)
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Through mindful business designs and embracing balance, entrepreneurs can thrive in their ventures and build their ideal life.
As entrepreneurs and as women, we often find ourselves taking on multiple tasks between work, family, and personal lives. This delicate balance can be especially challenging during economic shifts that affect business dynamics. Taking a resilient approach to creating your business and ideal life can help manage these uncertainties while continuing to carve out time for yourself.
Embrace a Holistic Business ApproachResilience is built through embracing a holistic approach to your life and business. You want to create a business that supports your ideal life. Looking at your financial goals and how you want to be present for your family, and yourself are all important factors in avoiding burnout. This involves focusing on economic success, personal health, and family obligations. Ensuring that work habits are sustainable in the long term is vital.
Prioritize the Vision and Values of Your Ideal LifeWhen you are creating the blueprint of what you want your business to look like, be sure that you are building your business around your life and not the other way around. If it is important to you to have a business that allows you the freedom and flexibility to be with your family, set that out in your plans and build your business around that goal. Be clear about what you want your business to look like and how it can integrate with your ideal life.
Rest and Recharge for Optimal PerformanceRest is a vital component of entrepreneurial success. Many women operate well under high stress, but it doesn't allow you to be the best CEO you can be. You need to be calm and grounded to plan, delegate, and have brain space for bigger-picture ideas. Having regular downtime where you get to be creative and have thoughts outside of your business is essential for avoiding burnout and building your ideal life.
Cultural Conditioning and Societal ExpectationsSociety's expectations of women have been to perform, meet deadlines, and make other people happy, all while supporting their families. This pressure to succeed is not sustainable or healthy. Take a step back from these expectations and realize what your priorities are. Ask yourself how you can align your actions with what you want your ideal life to be.
About MelanieMelanie Childers is the Master Business Coach for values-led coaches, course creators, and CEOs. She helps you grow and scale your business while unf*cking internalized patriarchy and hustle culture ("make sure no one's mad at you, stay small and polite, work harder to prove yourself!") so you can have a sustainable, successful multi 6 or 7-figure business that supports you and your community without burning out.
Melanie's Website
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Business Hacks to improve your client experience and enhance your coaching business.
These three hacks will help improve your coaching client experience and increase your professionalism.
Think Like A Shop-Streamline Your Payment ProcessesThis may sound like a small change, but thinking like a shop can be a foundational change that elevates your client experience. Many coaches provide their services and then send an invoice later. This can lead to needing to follow up again and again and even needing to talk about an unpaid invoice during your coaching call, which is not what you want to spend your coaching calls discussing. Switching to a payment software or link that has clients pay and then schedule a call helps to take the uncomfortable process of following up about invoices out of the equation. It keeps things clear about what has been paid and what sessions were used.
Let's raise the bar in the coaching industry by providing this improved client experience. Be clear about what you offer, give your clients an easy checkout, and have a clear process that tracks your client sessions without you needing to manage to add updates.
Embrace Professional Scheduling ToolsUsing an automated scheduling tool or sending a calendar invite helps improve communication with your clients and enhances the client experience.
If you spend time on these little things like manually sending email reminders, it is good to ask yourself what kind of business you are creating. If you are going to create a business, make it worth your time and make it worth your client's time. When your clients hire you, you are going to scoop them up. Let them know you've got them and will take care of whatever they need.
Enhance the Onboarding ProcessYour onboarding process sets the tone for your client's journey with you. When you have a well-organized and clear onboarding process, you immediately bring your client experience up to a 10. You can establish trust and build a relationship right from the beginning. When you have your first session, your client can fully open up because you have already created a safe and trusting space.
About Laura
Laura Roeder is a lifelong entrepreneur and founder of several multi-million dollar bootstrapped companies. She is a founder of Paperbell, CoachCompare, MeetEdgar, Marie Forleo’s B-School, and LKR Social Media. Laura was named one of the top 100 entrepreneurs under 30 and has spoken about entrepreneurship at the White House. Laura believes in supporting entrepreneurship around the globe. She has travelled to South Africa as part of the Virgin Unites Branson Centre of Entrepreneurship where she offered guidance to budding entrepreneurs, and has spoken to students at the University of Southern California and Loyola Marymount University.
Connect With Laura
Connect with PaperBell
28 Real Packages from Real Coaches
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As women, we often make parenting seem effortless, but it's not, not at all. There are things in our lives that we want to change and improve, maybe your co-parenting or how you show up as a mom. Perhaps you want to hit certain goals in your income, in your life, or in your health. I help people just like you implement change and growth in your life.
Where do I begin? How do I start creating change?We hear more and more about the way we believe, how we think, and our mindset. It already often feels challenging to begin implementing change, and there becomes the question of what's the best way to approach it. There are many ways to approach implementing change, and you have to find the best option for you.
Four Important Aspects of Implementing ChangeMindsetThe way we think about our lives creates our experiences. If we believe that we are not capable of doing a great job of raising our kids on our own, we will struggle more because we have that belief. The way we think about our life matters. We all have experiences. Our brain turns these experiences into thoughts that seem to be absolute beliefs that become mindsets. It just happens. Mindset is just one of the ways you can implement change. Making shifts in how we think, not in a rose-colored glasses way, but in ways that truly serve you and help you experience more ease in your life.
Awareness and attending to emotional needsBeing aware of your emotion set or the go-to emotions that you often experience. Understanding our go-to emotions sometimes allows a starting point for implementing change and cultivating a new emotion set that will feel and serve you better.
Being Aware of Your Nervous System ResponsesOur nervous system can have some pretty big responses at times. It's important to be aware of what your nervous system activation looks like. You may have some triggering experiences, and you immediately feel heightened when something happens. There is emotion there, but it is more of a triggered response where things in your body feel somewhat out of your control or very automatic. Being aware of these moments will give us a better opportunity to work towards processing these emotions.
Mikki GardnerMikki is a certified life coach who helps women become loving, strong, effective co-parents and create a life full of resilience, abundance and joy after divorce.
Mikki's Website
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What do you believe is missing for us as women in terms of understanding our connection with our sexuality?
There are two related pieces
A deeply embodied way of livingA true experience(not just an intellectual understanding of sexuality)Nature is the original temple, and the modern world has severed us from the natural world, creating an even bigger wedge between understanding and embracing our sexuality. It has become easier to take from the earth because we are more removed from it.
Trusting Our Intuition and reclaiming our sexualityThe female body has become fetishized, and women are shamed for their sexuality. We are taught not to live and trust our embodied knowing, intuition, and wisdom. These pieces are essential to reclaiming our sexual energy and embracing our sexuality.
Fearing the Embodied KnowingIn the past, women were trade healers and medicine keepers for their communities. This inherent knowing threatened the early inception of the church, which wanted to control the body. Midwives and healers became demonized and were even hung and burned.
But, there are pockets of opportunity to build self-trust in this space from which we have been taught to fear and push away.
As women, we have learned to fear our own pleasure. So many women feel embarrassed by their own pleasure, both sexual and sensual. Often, this fear comes from a radical unknowing, a radical discomfort with our pain. The practice of coming home to our pleasure and embracing our sexuality has so much to do with building a capacity.
Building a CapacityBuilding the capacity in the body to hold more pain and, ultimately, pleasure comes back to doing work with your nervous system. Our nervous systems are calibrated to what's familiar, even if it is unpleasant. When you tie in the longstanding ancient negativity bias, we tend to be a lot more comfortable with an amputated pleasure range. The gateway to expanding that pleasure range is through discomfort.
How can we sit with and cultivate the ability to be with discomfort? How do we feel clean pain without adding the story of dirty pain? How do we become present to the beautiful, tenderizing emotion of Greif? Grief is such a portal to pleasure. Grief, pleasure, and erotic potential are all interwoven because they all come down to building capacity in the body
Kirstin Hotelling ZonaKirstin Hotelling Zona, PhD, is a double-certified Life and Leadership Coach, Founder of Full Potential Coaching, LLC, and Trusted Advisor to conscious leaders and changemakers who yearn to feel fully alive. She is a trauma-informed Vitality Mentor and specializes in creating safe spaces in which her clients and students feel deeply seen, lovingly challenged, and profoundly empowered. Drawing on 25 years as an award-winning university professor, poet, and community builder, Kirstin brings a wealth of knowledge about human potential and the creative process to her passion for helping others thrive. Host of over 20 women’s retreats, Kirstin loves working with women in sacred community and holding space for transformation.
Kirstin's Website
Safety Within: A Guided Meditation for Difficult Times
The Sex Retreat
3/20-3/24, Riviera Maya, with Kirstin Hotelling Zona
Learn about and register for The Sex Retreat
Questions about the retreat?
Contact Kirstin directly via text: 1-309-829-3222
Access full
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A tax advisor offers strategic planning to maximize your financial success.
As the end of the year approaches, there are key things you can do with your coaching business that could have a pretty big impact on the taxes you pay this year. Having a handle on your numbers and knowing how to handle tax advantages means more money in your pocket and a better quality of life. This is where the expertise of a tax advisor comes in. They will help you be smarter with all the hard work you're putting into your coaching business.
Tax Advisor vs. Tax PreparerYou can go find someone to prepare your taxes. However, there is a big difference in your financial strategy between a tax preparer and a tax advisor. As a coach building your business, you wear so many hats! And there are far too many skills to learn at once. When it comes to being smart with your taxes and money, make sure to get the right help from the beginning.
Tax Preparer: They will take the information that you give them and prepare and file your taxes for you.Tax Advisor: They have a conversation with you to learn about your business and spending habits. They identify things in the tax code that are allowed based on your life and business activity and give you recommendations on what to invest in.When you work with a tax advisor, you are not only looking at this year's tax return but are setting long-term financial goals and putting strategies in place. We are always conscientious about what we are spending money on, and hiring a tax advisor can seem like another expense that is a nuisance. There’s great news for you! Sandy will evaluate if working together is really going to be a financial benefit before you hire her. Yes, that’s right - it’s a guaranteed return on the investment.
Bookkeeper vs. AccountantAs you build your coaching business, you’re likely tracking finances (or using a bookkeeping service to do so). Did you know that there is a significant difference between a bookkeeper and an accountant when it comes to building your financial strategy?
Bookkeeper: They are trained in how to use the software that tracks your expenses. They might manage billing and payroll.Accountant: Accountants, on the other hand, use bookkeeping records to provide in-depth financial analysis. They will check for errors to make sure that your financial statements are correct and can give you strategies about cash flow and where you can cut spending.While bookkeepers lay the foundation with meticulous record-keeping, accountants build on that to guide financial decision-making.
Sandy TapiaSandy Tapia is the founder of SPT Business Consulting LLC. She is a seasoned certified public accountant (CPA) and business professional with a strong academic background and over 20 years of hands-on experience in financial compliance, auditing, accounting, and tax reporting.
Sandy's Website
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What does it mean to you to be a “happy mom”? What about a confident mom? A consistent mom?
If you are struggling with worth or direction as a mom who is doing all the things, you don’t want to miss this episode.
Michelle GrosserMichelle is a pastor, Master Life Coach, wife and mama, nervous system nerd, podcaster, attorney and deep believer in curiosity and self compassion.
Michelle's Website
Listen to the Original Episode Here
Connect with Molly ClaireMolly's Website: MollyClaire.Com
Master Coach Training 2025 Application Open
Have a question or thoughts about the podcast? Don’t hesitate to contact Molly at:
Instagram | Molly Claire Coaching [email protected]Molly’s book: The Happy Mom Mindset: mollyclaire.com/book
Please help Molly reach even more like-minded individuals! Simply post a review of the podcast on your favorite platform (or two). It is so appreciated.
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In a recent episode of 'ADHD for Smart Ass Women,' I had the incredible opportunity to chat with host Tracy Otsuka about my journey of growing up with diagnosed ADHD and how that has shaped my life and my business. We dove into how my diagnosis at a younger age helped me understand myself better, how keeping a persistent mindset has helped me overcome many new challenges in my life, and how these obstacles have turned into stepping stones throughout my business and other areas of my life. Please don't let your current obstacles hold you back; you have a unique set of gifts to share.
Tracy OtsukaHi, I'm Tracy. I'm a mother, author, podcaster, certified ADHD coach, and lawyer committed to changing the conversation around ADHD.
Tracy's Website
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Connect with Molly ClaireMolly's Website: MollyClaire.Com
Master Coach Training 2025 Application Open
Have a question or thoughts about the podcast? Don’t hesitate to contact Molly at:
Instagram | Molly Claire Coaching [email protected]Molly’s book: The Happy Mom Mindset: mollyclaire.com/book
Please help Molly reach even more like-minded individuals! Simply post a review of the podcast on your favorite platform (or two). It is so appreciated.
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As I’ve been taking applications for Master Coach Training, I’ve been hearing from more than a few coaches (many of whom I love and adore), who are questioning their coaching path (and whether or not to continue. I’ve experienced much of what you have, more times than you might believe and I’ve got a message for you.
Dear Coach who wants to quit,
I understand how you feel.
Disheartened, discouraged, tired, maybe you’re just ready for a little reprieve.
I’ve been hearing from so many of you telling me that you’re really at a decision point as to whether you continue this coaching journey or not.
Many of you, I know. I see you - the go-getter who did all the things to succeed, only to encounter coaches and businesses who were unethical, less than honest, maybe even downright damaging to your psyche.
I see you - the hopeful enthusiast - you never let a doubt stop you from going after it! And yet, overtime, the major shifts in the Life Coach School community and the coaching industry have left you doing something you never wanted to do - questioning your path.
I see you - the heart-driven coach who is struggling to charge for your coaching. You’ve tried everything you know to do - thought work, emotion work, “pushing past fear,” and yet, you find yourself stuck in the rut, wondering if it will ever get better.
I see you, and I have a message for you today.
You came into this coaching path for a reason. I don’t know the reason and I won’t pretend that I do. Maybe it was for the impactful lessons you would learn. Perhaps it was a phase that taught you to hold to your priorities and values, no matter what was going on around you.
And for some of you, it may be that this path is meant for you now and forever and this is a moment in time that you will lean into that purpose.
I’ve wanted to quit more times than I can count. Failed launches, unethical coaching practices that made me cringe. Life circumstances that challenged me to my core and caused me to question everything about myself and my ability.
And as I look back on the worst of times within all of this, I’m thankful for the gifted coaches who have carried me through and (most importantly), helped me build the muscles that I needed to stay strong and grounded, no matter what.
Because of this, I won’t quit on the coaching industry. The work we have to do here is way too important and, personally, I know I am meant to be here.
If (and only if) this resonates with you, give yourself some time to pause within your doubt and confusion. Journal, meditate, pray, or connect with nature to access that knowing within you.
I don’t know the answer for you, but I do know that your purpose is great and YOU will know.
Please don’t allow bad coaching, unethical practices, or anything else you’ve experienced at the hand of others to keep you from following the course in life that is meant for you.
Believe in your gifts and abilities. Trust your path. Be courageous enough to look within to find the answer you’re seeking.
Much love to you!
Xo
Molly
Connect with Molly ClaireMolly's Website: MollyClaire.Com
Master Coach Training 2025 Application Open
Have a question or thoughts about the podcast? Don’t hesitate to contact Molly at:
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Lydia's Journey to Confident Coaching though Master Coach Training
Explore Lydia Bai's inspiring transformation from uncertainty to confidence as she embraces advanced coaching techniques and personal growth through Master Coach Training.
Where were you at in your business, and how were you working with people before we first connected in Master Coach Training?When I first started Master Coach training, I had actually just finished the Create Your Killer Program. It was so life-changing because hearing you talk created so much value in my life: the coaching foundations, the thought work, everything. I didn't realize that even though I wanted to be successful in my business and be a better coach, thought work wasn't enough. I needed more.
At the beginning of Master Coach Training, my business had maybe three to four paying clients. I was having doubts; it was really hard to get clients. I gave myself until the end of the year, or I would go back to my previous job in finance.
What does Master Coach Training add to you as a coach and your coaching?The way that Master Coach Training is laid out is that while I'm learning concepts and tools for my clients, I am also learning them for myself. I am the biggest benefactor. I feel like I have become superhuman because of all the emotional work and how consistently Molly coaches.
Molly provides so much support in Master Coach Training, even outside of what we learn. I asked for help with consultation sessions, and Molly provided a framework for me to apply in my consultations that has really given me specifically what I needed to really lift off.
Using the framework, I can breathe and take the call wherever a client needs it, and I know what she needs because of the work from Master Coach Training.
I had the opportunity to go to a few networking events and moderated a panel in L.A. as a Stanford alumni. Before Master Coach Training, I would have gone into these events focused on meeting people and getting clients. But this time around, I went in loving myself and knowing that everything I did to prepare was more than enough and that I was going to have an amazing time. I didn't need to do more, be more, or add more pressure on myself.
And I had so much fun. I got four or five new consults, and after moderating the panel, people asked if I did this professionally because I was so good. I felt so relaxed and had a great time.
About Lydia BaiLydia's Website
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As a coach and entrepreneur, creating adequate space for your business and family life is one of the most common challenges. In this bonus episode I sat down with my client Meg to work through her own dilemma with kids out of school on a work day.
One of the best things about this conversation is the reminder that YOU do have permission to make decisions that are best for you and your big picture goals. Yes, you can be clear on your personal life values and priorities. Yes, your business and personal aspirations are also allowed to take up space in your life. What if (are you ready for this), your life and your business are NOT in competition for your time? Maybe they actually work together. I hope you love this episode!
Master Coach TrainingMaster Coach Training provides a comprehensive approach to coaching by integrating knowledge of the nervous system, emotion-focused modalities, and advanced cognitive work. This training equips you with the tools to drive meaningful client transformation.
Tomorrow, Tuesday, November 12th, you have the chance to join a Master Coach Training Q&A call. It's the perfect opportunity to address any questions and learn more about what this transformative program can offer you. You can Register Here.
Connect with Molly ClaireMolly's Website: MollyClaire.Com
Master Coach Training 2025 Application Open
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As a coach building your business, it’s easy to feel overwhelmed with doubt and insecurity. If you ever feel stuck in inaction or consumed with self-doubt, this episode is for you! I’m coaching my client Marianne about the doubt and fears that keep arising. As you listen in, make sure to think of how all of this applies to you!
Master Coach Training is OpenI'm thrilled to announce that the Master Coach Training program is officially open for enrollment! The program kicks off in January, and now is the time to enroll if you are a coach who wants to be phenomenal at what you do.
Whether your interest lies in enhancing your cognitive techniques, mastering emotion work, or exploring somatic practices, this program is designed to equip you with the skills to work safely and effectively with your clients. If you're eager to gain a deeper understanding of the nervous system and refine your coaching methods, now is the time to seize this opportunity.
For those ready to take the next step, please submit your application through the link here. I am looking forward to welcoming you into this transformative journey and seeing you on a live call soon.
Connect with Molly ClaireMolly's Website: MollyClaire.Com
Master Coach Training 2025 Application Open
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On this week's episode of The Masterful Coach, Molly Claire interviews one of her Master Coach Trainees, Jackie Swainson, about her coaching experience before, during and after her time in Master Coach Training.
What compelled you to want to be a part of Master Coach Training and expand your training and knowledge?The previous trainings I had been in seemed like they were only touching the surface; you could tell there was more. I didn't really have the depth I wanted to go or help clients go to. I could feel in my body that something was missing. Having struggled with anxiety for years, I knew that it wasn't just in my head, that there was a physical response, a nervous system response. I wanted to somehow connect all of the pieces together. I did a lot of research and heard your name a lot. I thought this is a woman who can really teach me something. You can read all you want, but I love being taught.
So you came to Master Coach Training because you knew there was more; you could feel that some things were missing, and this was the place to get it. What is it like for you now as a coach in your sessions, having more of the skillset and having that whole-person view?I can see and hear and feel what my clients are saying, what they are telling me, and what they are meaning. It is like reading between the lines; you get this intuition, this sort of sense of where they are. And that helps me ask questions that will guide them where they may not want to go, but I can guide them gently. I can give them perspective and help them find a perspective that is different because I am looking not just at what they are telling me; I'm looking at them; I'm listening to them. I am able to help my clients get into their hearts. I am learning alongside my clients.
What are the top two or three things that you've either incorporated in our coaching because of Master Coach Training or what's really enhanced your ability to really serve your clients?What I learned the most is that I can trust myself. And if I can trust myself, other people can trust me. I am building that trust and personal connection. It is the foundation.
Guest BioJackie SwainsonJackie Swainson is a Master Certified Life Coach, and a woman of deep faith who has been able to help herself and dozens of women through midlife transitions to create a great life and celebrate who they are. For 3 years Jackie has had the privilege of coaching women to find joy joy in every day, even in midlife. She believes every midlife woman deserves a great life filled with joy, regardless of her circumstances. Her personal experiences have fueled her mission to help her clients create the changes they desire.
Website: JackieSwainsonCoach.com
Connect with Molly ClaireMolly's Website: MollyClaire.Com
Master Coach Training
Have a question or thoughts about the podcast? Don’t hesitate to contact Molly at:
Instagram | Molly Claire Coaching [email protected]Molly’s book: The Happy Mom Mindset: mollyclaire.com/book
Please help Molly reach even more like-minded...
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[00:00:00] Molly: All right, coaches. I'm so thrilled to have one of my master coaches in training here and also advanced certified coach Midore Midore. Welcome. Thanks for being here.
[00:00:14] Midore: Thank you for letting me be here. I'm so excited to share my experience with you and your program.
[00:00:23] Molly: I know. I'm so glad to have you here because we've, we've worked together for a while now, and it's just been really fun to watch you.
Grow and evolve as a coach and just your expanded abilities. And of course, we'll talk about this more and get you all up to speed on what we're talking about. But, you know, Midore, as we're diving into this conversation, I'm thinking about some of our recent case study calls where. You're bringing a client situation and you're asking questions.
And it's just been so fun to see how, um, the way that you are understanding your clients and navigating the challenges that come up with them. It's almost like there is not only is there a greater skill level for you. But you have that confidence right alongside it, and you're able to see more things going on with your client more easily and more quickly, which is just really fun to have seen that all I'll come to light.
So, yeah, so glad to have you here. So tell, tell my audience, um, who are you as a coach? What do you do? Who do you focus on?
[00:01:38] Midore: Yeah, I am a holistic life coach, and I dedicated to empower purpose driven individual to expand their vision and achieve meaningful goals. And my focus is on helping clients deepen their self connection, manage their time and energy and establish boundaries that align with their core values.
So that it transform their obstacles into opportunities for lasting change.
[00:02:17] Molly: Yes. I love it. And I think, you know, as you were, as you were talking Midore, and I'm thinking about, I think this idea of being a holistic coach, a lot of people hear that word. And sometimes they think about holistic physical health.
They're thinking about supplements. And I think that, That's why it's really important, I think, as we're using this word to talk about what that means. And for you, it means this whole person approach, right? That we study and master coach training. And, um, and as I was listening to, to you share what you do and thinking about some of your clients that you are working with to achieve goals, it's so evident that.
You are taking the time to create that self connection with them. And you're really taking a, a big picture, look at what's lacking for them. And then you're really able to help them fill the gaps in all of those areas, which is much different than just having kind of one approach and one tool only that you can use with a client.
[00:03:19] Midore: I, um, myself being in your program and really understanding what my values are. And then when I really dialed in what they are, that decision making became so Much easier than ever before and ever since I have that tool I am able to Make a decision quickly. I am able to set the boundaries better and Communicate with the loved ones so much more effectively.
[00:04:02] Molly: Yeah. I love that you brought that up because, um, and in just a minute, I need to make sure to flag this in my mind as I'm, as I'm talking with all of you and having this conversation with Midore, because I want to tell you a little bit about how Midore, uh, first came to master coach training, but. You know, as you were talking Midore, I love that you brought up this key element of the self work in master coach training, because I talk a lot about the four components, which is safe and effective thought work, emotion focused work, the nervous system...
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