The Most Effective Financial Coaches Don't Figure It Out Alone
Coach Connections didn't start because Dave Jacobson had all the answers.
It started because he was tired of not having anywhere to take the real questions. The ones that don't fit neatly into a course module or a YouTube comment thread.
The ones that come up in the middle of an actual client session. The ones you're embarrassed to ask out loud. The ones that make you wonder, at 10pm on a Tuesday, whether you're doing any of this right.
What changed things for me wasn't another certification or another tool. It was conversation. Real conversation, with coaches who were actually in it, working with real clients, building real businesses, and willing to be honest about what was hard.
That's still what I believe. And it's why the Mastermind Meetings inside Coach Connections aren't a bonus feature. They're the heart of it.
What Makes These Mastermind Meetings Different
A lot of programs use the word 'mastermind.' Most of the time, it means a group call with a rotating presenter and a Q&A tacked on at the end.
That's not what this is.
Our Mastermind Meetings are built around real coaching, real clients, real decisions, real moments of uncertainty. Not case studies. Not what someone did six years ago. What's actually happening right now, in your coaching business, with the client sitting in front of you this week.
The format creates something most coaches haven't experienced before: a space where you don't have to perform, prove yourself, or pretend you have it all figured out.
You can ask the question you've been afraid to ask. You can share the session that didn't go the way you hoped. You can say 'I don't know what to do here' and get real perspective.
The result: Imposter syndrome starts to fade when you realize the questions you're wrestling with are the same ones experienced coaches still ask. That's not a weakness. That's how good coaches stay sharp.
The Problem With Learning in Isolation
Here's something that shows up again and again: most financial coaches who struggle to grow their business aren't lacking information. They have the knowledge. They've taken the courses. They've read the books.
What they're missing is a feedback loop.
When you're building a coaching business on your own, you end up guessing more than you should. You try something, and you're not sure if it worked. You face a client situation you've never seen before, and there's no one to ask. You start to second-guess decisions that are actually solid.
That slow drip of uncertainty compounds over time. It's one of the main reasons coaches quit. Not because they weren't good enough, but because they were too alone for too long.
Live conversation solves this in a way that no library of content ever can. It responds to nuance. It sees your specific situation. It gives you perspective you can act on today.
Content explains concepts. Conversation changes how you think.
How Real-Time Discussion Accelerates Your Growth as a Financial Coach
Inside Coach Connections, we talk through what's actually happening before and after client sessions.
That structure matters more than most people realize.
Before the Session
When you have a challenging client situation coming up, talking it through in advance sharpens your approach. You get perspective you wouldn't have thought of on your own. You walk in more prepared, more grounded, and more confident.
After the Session
When something didn't go the way you expected, debriefing with people who understand your work is how real learning happens. Not just 'what went wrong' — but why, and what you'd do differently next time.
That feedback loop — consistent, honest, peer-driven — is what dramatically shortens the learning curve for coaches inside Coach Connections.
Instead of sitting with uncertainty for weeks, you get clarity fast and adjust immediately. Instead of building an assumption on top of an assumption, you get honest feedback before the pattern hardens.
That's how confidence gets built, through real application and real conversation about what happened.
A Financial Coach Community Built on Trust
From the beginning, something became clear: most coaches had been taught, either directly or by watching how the industry works, to see other coaches as competitors.
That's exactly backwards.
The coaches inside Coach Connections don't see each other as competition. They see each other as fellow professionals doing meaningful work, who happen to be walking a similar road. When one coach figures something out, they share it. When someone is stuck, others show up.
That culture wasn't manufactured. It formed naturally because the people who stay are the kind of people who believe in what they do and want to see other coaches succeed.
You grow faster in that kind of environment. Not because someone's handing you shortcuts, but because you're not constantly reinventing lessons others have already lived through.
No hierarchy here: Dave shows up in these conversations not as someone above members, but as someone who's walked this road and is still walking it. Learning happens out loud here. That's the only way this works.
What You Can Bring to a Mastermind Meeting
One of the first things coaches mention after attending their first Mastermind Meeting is that they didn't know what to bring. They thought they needed to show up with a problem polished enough to present.
That's not how it works.
You can bring:
- A client situation you're not sure how to handle
- A business decision you keep going back and forth on
- Something you tried that didn't work, and you want to understand why
- A question you've been embarrassed to ask in other settings
- A win you want to understand well enough to repeat
- An idea you want to stress-test before you act on it
You can also just show up and listen. Some of the most valuable meetings are the ones where you weren't planning to share, and someone else's situation turns out to be exactly the one you've been sitting with quietly.
Access Is Helpful. Application Is Everything.
Here's something worth being direct about.
Coach Connections is not a content library with a community button bolted on. Yes, there are tools, systems, and resources inside the membership — and they're good. But coaches with access to everything can sit still, while coaches with access to almost nothing build remarkable practices.
The difference isn't access. It's application and the support to apply consistently.
That's what the Mastermind Meetings create. A regular structure for showing up, talking through what's actually happening, and adjusting in real time. Not once a year at a conference. Not when you remember to post in a Facebook group. Consistently.
Consistency is where growth happens. And having a standing place to show up makes consistency a lot easier to maintain.
Who Gets the Most Out of the Mastermind Meetings
After running this community since 2008, patterns emerge in the coaches who get the most value from the Mastermind Meetings.
They're not necessarily the most experienced. They're not always the ones with the biggest practices. What they have in common is this: they come in ready to be honest about where they are, they're willing to ask real questions, and they follow through on what they learn.
If that's you, this is the right environment.
Coach Connections may be the right fit if you are:
- A financial coach or financial accountability coach who wants to stop figuring things out alone
- Building or refining your coaching business and need support you can actually apply
- Looking for a community built on trust and collaboration, not hype or hierarchy
- Ready to bring real questions and real situations to a group that will engage with them honestly
- Committed to growing as a coach, not just looking for a shortcut
If you're still in the early stages of figuring out whether coaching is what you want to do, the Mastermind Meetings might be ahead of where you need to start. But if you're coaching, or actively building toward coaching, and you're ready for real peer support, this is what that looks like.
Common Questions About the Mastermind Meetings
How often do Mastermind Meetings happen?
Do I have to be at a certain stage of my coaching business to join?
Is this different from a group coaching call or a webinar?
What if I'm an introvert or not comfortable speaking up in groups?
Are the meetings recorded?
You Don't Have to Figure This Out Alone
Most financial coaches spend too long trying to do that. Too long guessing, second-guessing, and operating without a real feedback loop.
The Mastermind Meetings inside Coach Connections exist for exactly that reason. They give you a consistent, honest, peer-driven space to grow. Not because someone told you what to do. Because you talked through what's actually happening with people who understand your work and want to see you succeed.
That's what changes things.
If that's what you've been looking for, start with the Coach Connections Financial Coach Membership page to learn more about what's included and how to get started.
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