NICHE: Who We Serve
We serve those who love to serve others. Our focus is on providing support to financial coaches who are motivated to help others save for their future, manage debt, and break the paycheck-to-paycheck cycle.
Value 1: Clients before coaches | Coaches before employees | Employees before profits
Business should be in service of the public, not the owners. We base all our decisions on the above priority.
First, what is right for the end client; second, what's best for the coaches we serve; third for our employees; and our profits are dead last. See our other values in our FAQ below.
SERVICE: What we do
We provide the resources, tools, and support you need to run the back-office of your business so you can focus on the front-office work of being with and helping clients.
Sales & Client Acquisition
Turn prospects into clients through sales systems, trainings, workflows, and more.
Marketing & Advertising
Everything marketing, advertising, website, social media, networking, media quotes, and other ways of finding prospects.
Running your business efficiently, personal productivity, delivering for clients, and maintaining your sanity.
Your Service & Pricing
Develop a compelling Total Product Offering and set pricing appropriately for your clients.
Work ON your business instead of IN your business to plan for long-term scalable growth.
Best practices for implementing technology, integrating different technology tools, and the FCN Tech Stack.
Managing your business' money, taxes, budgets, and everything else finance.
Human Resources (+You)
Personal development, hiring, leadership, training your team, and organizational development.
Legal & Compliance
Contracts, legal obligations, liability & risk management, and anything else that keeps you out of court.
To help financial coaches build financially successful businesses rooted in authenticity, competence, and confidence.
Our dream is to help 6.4 million American households change their financial future by helping financial coaches build and grow their successful businesses.
To reinvest at least 80% of our revenue back into helping coaches through tools, resources, direct support, and funding the infrastructure needed to support you.
We were on a field trip to a genetics lab when we were bitten by a radioactive spider . . . .
No, wrong story.
We (Garrett & Josh) began this journey with a conversation about how to help financial coaches limit their liability by staying away from investment, legal, or other prohibited advice.
As we talked, we both realized the great need financial coaches had for building, growing, and scaling their businesses. While a lot of great resources existed for the coaching process, we saw a vacuum for true guidance on marketing, sales, business operations, technology, legal compliance, and everything else required to run a successful business. Or more accurately, to be able to turn coaching from a side gig into a career supported by a successful business.
Pre-LAUNCH FREE 8-EMAIL SERIES
30+ BEST PRACTICES FOR SUCCESSFULLY
LAUNCHING YOUR FINANCIAL COACHING BUSINESS
CFP® | MBA®
Josh has over two-decades experience guiding entrepreneurs as a business consultant, Tenured Professor of Entrepreneurship and Personal Finance, and fiduciary financial advisor for business owners.
He has been a C-Level Vice President of Marketing & Business Development for a credit union and has owned numerous businesses himself.
He added this line to match Garrett's bio length. #eyefordetail.
AFC® | CMC®
Garrett built a successful financial coaching business, growing it to $80k+ revenue in the first five years, and is the founder of a community of thousands of aspiring and current financial coaches.
He regularly coaches financial coaches on starting their businesses, defining their coaching process, and showing up authentically in their work.
He apparently shares Josh's affinity for blue collared shirts.
Learn More About Our TeamMeet the Team
Frequently Asked Questions
Do You Have Company Values?
How are you different from other financial coach training programs?
What makes the two of you qualified to help me?
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