We have two new members joining us today and I want to make sure they feel seen. Tracy and Heather — welcome. We are glad you found this community. This is a space for financial coaches and practitioners who are serious about staying relevant and effective. You are in good company here. When you have a moment, drop a comment and introduce yourself. Tell us who you serve and one thing you are hoping to learn or build here. Glad you are here. @Tracy Johnson @Heather Cameron @Devin Stubblefield

Quick AI tip for today. 🤗 When you're writing up notes after a client call, don't just summarize what was said. Ask AI to spot the pattern. What keeps showing up. What the client keeps avoiding. What question never got answered. That's the real value. Not faster notes. Sharper eyes. Try it after your next call. Paste your notes in and ask: "What pattern do you see here that I might be missing?" Come back and tell me what it said. I'm curious. 🔍 @Devin Stubblefield

Quick one for you today. 🤗 Before your next client call, try this: run the situation through AI first, just for yourself. Not for the client. For you. Ask it to help you spot patterns. Ask what questions you might be missing. Then close the tab and walk into the room as the coach, not the tool. That's the shift I keep seeing work. AI sharpens your prep. You still do the human part. Have you tried this yet? What did you ask it? Drop your answer below, I want to hear it. @Devin Stubblefield

Today I had a discovery conversation with a woman who reached out because she said she needed guidance that she wasn’t getting from her current network. She wasn’t in financial trouble. She pays her bills. She’s saving. She’s consolidating retirement accounts. She’s thinking about marriage, children, and buying a home. From the outside, many financial coaches would probably say… “She’s doing great. She probably doesn’t need much coaching.” I reached a very different conclusion. She didn’t need more financial information. She needed financial integration. She needed someone to help her connect multiple good financial decisions into one intentional strategy. That realization reinforced something I’ve been thinking about for a while… We’re entering a new era of financial coaching. Many future coaching clients won’t come because they’re in crisis. They’ll come because they’re making progress. They’re trying to answer questions like: • Which goal should I pursue first? • How do these financial decisions fit together? • Am I overlooking something important? • What’s the smartest next move? • Should I use ChatGPT to get my financial questions answered without revealing too much of my personal information? That’s not crisis coaching. That’s momentum coaching. 🤖 And here’s where AI becomes incredibly powerful. AI can organize information. AI can surface patterns. AI can identify blind spots. But a coach helps someone make confident decisions about the life they’re trying to build. Today’s conversation reminded me that our job isn’t simply helping people get out of financial trouble. It’s helping people build financial momentum and the best way to make that happen and how much should AI be a part of that process? I believe that’s where the future of our profession is headed. Question for the community: ❓Have you noticed a shift in the clients you’re serving? ❓Are more people looking for clarity and coordination rather than rescue? ❓What are your clients saying about AI and their money?

What's up family. I want to take a moment and welcome every single one of you who is now part of this community. Cindy, Stephanie, Amanda, Brady, Alesha, Meg, Nichelle, Phil, Jaime, Jeannie — you are seen, and you are welcome here. This space is for financial coaches, housing counselors, financial educators, and practitioners who are serious about staying relevant, effective, and irreplaceable in the age of AI. You didn't land here by accident. Here's how we move: We don't shame ourselves here. We don't hide from our questions here. We show up, we build, and we grow together. If you haven't introduced yourself yet, drop a comment below — your name, where you're based, and one thing you're hoping to build or figure out here. If you ever need anything, I'm right here. That's what I'm for. Glad you're in the room. Let's go. 🤗