In this episode of The Finance Marketing Podcast, Hillary sits down with Zach Whelchel, founder of MyBudgetCoach, to explore how financial advisors can better support clients who struggle with day-to-day cash flow management through accountability-based budgeting. Zach explains how MyBudgetCoach combines zero-based budgeting software with human coaching—giving clients monthly Zoom sessions and ongoing chat support with certified coaches who provide guidance, accountability, and that crucial third-party perspective that helps couples get on the same page financially. Hillary and Zach discuss why budgeting apps alone often fail without the human element, how this coaching relationship complements (rather than competes with) financial advisory work, and the types of clients who benefit most from this kind of structured support. In the latter part of the conversation, Zach also shares insights from building his bootstrapped startup, including his long-term SEO strategy, lessons learned from paid advertising, and how AI tools like ChatGPT are discovering and recommending his service. Tune in to learn about a practical solution for clients who need more hands-on help with their budgets and hear real-world marketing insights from someone building in the financial services space.
Connect with Zach:
Website: MyBudgetCoach.com
LinkedIn: Zach Whelchel
YouTube: MyBudgetCoach
Instagram: @mybudgetcoachhq
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