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?

Over the past few weeks, I’ve been paying close attention to what’s happening across banking, fintech, workforce development, housing counseling, and financial coaching. Here’s the biggest insight I’ve taken away: AI is not replacing financial coaches. It’s changing what great financial coaches need to be great at. Major financial institutions are investing billions into AI. Consumer financial apps are becoming conversational. Advisors are using AI to prepare for meetings, document client interactions, and uncover insights faster than ever before. But here’s what’s interesting… None of these organizations are eliminating the need for human relationships. They’re investing in technology that helps practitioners make better decisions. That reinforces something I’ve been developing for our profession: 👉🏾 Human-Centered Intervention. 👉🏾 AI-Enhanced Decision Intelligence. The future of financial coaching isn’t about becoming an AI expert. It’s about becoming an AI-ready practitioner. That means using AI to strengthen the decisions we make before, during, and after every client conversation while keeping the coach at the center of the transformation process. Over the last few days, I’ve been developing a framework I’m excited to share more about soon: The 7 Decisions Every Financial Coach Must Make. Instead of organizing coaching around tools or competencies, it organizes our work around the critical decisions that determine client outcomes. Questions like: - What am I really looking at with this client? - Why does this behavior keep happening? - What breakthrough conversation needs to happen? - What’s the next best coaching move? - How do I sustain momentum? I believe this is where AI becomes most valuable, not by replacing our judgment, but by helping us prepare better, recognize patterns more effectively, and coach with greater confidence. 🗣️ Discussion Question Where do you think AI has the greatest potential to improve your work as a financial coach?

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. 🤗

If you've been wondering what Money Momentum Live™ is actually like, how a real working AI app can make the difference in financial coaching — tonight's your chance to find out. Every Thursday at 6:30 PM Pacific, I go live and we get into the real work. Not theory. Not motivation. The actual patterns running people's money decisions — and what it takes to shift them. Tonight we're tackling Mistake #4: Avoiding Your Next Financial Move™. This is a live demo and we'll also be building the Money Mind Portrait™ live — a personalized financial identity document that shows the pattern that runs some people's money decisions right now. This is free. This is tonight. And your seat is already waiting. 📅 Tonight | Thursday, June 26🕐 6:30 PM Pacific 🔗 MoneyMindLive.com Come see what this is about. 👇