Improve the odds of prospects becoming clients though consistent and organized sales meetings.

Pull up the entry-form for the sales meeting and be guided through specific questions to ask and topics to cover to help you successfully engage with prospects. 

Take meeting notes right in the agenda and it will be entered into the client’s record for easy future reference.

Improve your sales success with automated email follow-ups for your sales meetings.

Brochures are auto-generated based on your recommendation and emailed to the prospect.

Personalized follow-up emails are sent to prospects at optimal times to ensure you never miss following up on an opportunity.

Plus, the CRM will prompt you with templates for additional personal follow-ups based on the specific goals and concerns of the prospect.

Selling with confidence, handling objections, initial sales meeting scripts, follow-up communication, building a sales pipeline

Ensure you blog publishes at least monthly to stay in touch with prospects and keep relevant.

Receive a syndicated blog article auto-populated into your drafts each month.

Add your own intro and summary paragraph tailored to your client niche or just hit publish as-is to make for an easy monthly publishing schedule.

Execute marketing campaigns in your preferred social media site using plug-and-play templates.

Simply add verbiage and imagery that appeal to your niche and post!

Get Matched to Clients in our Financial Coach Finder website. 

Develop your compelling value proposition pairing your coaching process with profitable pricing.

Videos, guides, and live office hours provide guidance on developing your value proposition and pricing your coaching will and price your coaching product to be compelling to prospects and clients. 

A custom website with your branding designed specifically for converting prospects into sales meetings. 

Copywriting guides, design templates, and plug-and-play technology allow you to create your website in just a few hours.

Utilize FCN's coaching program based on best practices from the CFP's Financial Planning Process and AFCPE's Counseling process.

Or if you prefer, modify our program or create your unique program utilizing FCN's in-depth step-by-step guidance on building your unique program tailored to your ideal client's needs.

Fully integrated Client Relationship Management software that automatically communicates with clients, preps you for client meetings, and guides both you and the client through the coaching process. 

Automate your client notes and communication with an advanced CRM that tracks your clients through the onboarding and coaching processes.

FCN’s proprietary CRM overlay provides you with a CRM custom built for financial coaches and how we work with clients.

Tools, videos, and support to help you deliver an exceptional client experience that is worthy of referrals including:

• Developing a robust coaching offering
• Establishing the client relationship
• Customizing budgets and net worth statements to client needs
• Financial ratio analysis
• Goal setting exercises
• Developing recommendations
• Presenting your recommendations
• Ensuring client success

Always know what to discuss in client meetings and how to lead your client through the meeting.

Core meetings have detailed agendas, questions, and scripts to guide clients through the goal setting, budgeting, and other key meetings.

Detailed prompts for meeting topics and important current events talking points help you provide value to clients and have better meetings.

Access to the financial helpers industry's leading payment processor specifically designed to meet the needs of financial coaches, to lower your liability, and to keep up with evolving regulations.

Set up one-time or automated billing for clients and attach your contract for electronic signatures in one software.

Specialty mini-courses to guide you through specialty topics related to running your business. 

EXAMPLES

Show your clients...

Contracts, legal obligations, liability & risk management, and anything else that keeps you out of court.

For example, a client contract template is integrated into your payment process. 

Running your business more efficiently, personal productivity, delivering for clients, and everything you need to maintain your sanity.

Developing and pricing your coaching product to be compelling to prospects and clients.

Managing your business' money, taxes, budgets, and everything else finance.

Hiring, leadership, organizational development, training your team, and developing yourself.

Tools, videos, and support to help you run the business without wasting time including:

• Identifying and researching your ideal client
• Understanding pricing strategies & structures
• Setting the right price for your services
• Managing financial coaching-specific liability
• Vital Few annual business goal planning
• Differentiating yourself & your coaching
• Meeting business accounting and tax obligations

Everything you need to turn prospects into clients including your sales systems, sales meetings, sales training, workflows, and more.

For example, a sales meeting outline, questions, and note taking form guides you through a proven sales meeting process. Prospecting meeting follow-up emails automatically send to prospects to keep interest and encourage them to sign up for coaching. 

Marketing campaigns created for you in your preferred social media site. 

Simply specify your preferred verbiage and imagery that appeal to your niche!

Fully integrated Client Relationship Management software that automatically communicates with clients, preps you for client meetings, and guides both you and the client through the coaching process. 

For example, each meeting has a pre-developed notes entry form for you to organize notes that are automatically entered into the CRM. A brochure will automatically... email, a template describe steps in sales meeting], and much more.

Contracts, legal obligations, liability & risk management, and anything else that keeps you out of court.

For example, a client contract template is integrated into your payment process. 

Running your business more efficiently, personal productivity, delivering for clients, and everything you need to maintain your sanity.

Developing and pricing your coaching product to be compelling to prospects and clients.

Managing your business' money, taxes, budgets, and everything else finance.

Hiring, leadership, organizational development, training your team, and developing yourself.

The short answer is 'Yes' - Biz-in-a-Box and MoneyCoach Network are all of these. With your membership you get access to trainings, resources, templates, webinars, live coaching calls, community forums + chat, and more, all for a monthly fee.

As a member of FCN Biz-in-a-Box or MoneyCoach Network, you'll get additional benefits as well. We are committed to using members' money to continually add to the benefits of Biz-in-a-Box or MoneyCoach Network.

The following benefits are planned to be included in the original rollout of Biz-in-a-Box or MoneyCoach Network:

• Financial Coach specific website templates and hosting included in your membership.
• Blog functionality in your website with pre-written monthly blogs for you to share.

The following are currently in the works to be implemented in the second phase, so not available during rollout, but in the pipeline:

• Expert office hours (lawyers, CPAs, business coaches)
• Internal coach referral network.
• Group 401(k) and E&O (Errors & Omissions) insurance.
• Discounts to partner certification/training programs.

Yes! Biz-in-a-Box and MoneyCoach Network membership have both a structured and an organic nature to it.

You will be guided through an annual process for working on specific areas of your business each month to continually grow your business. It's a proven process developed by Josh over decades of work with business owner clients and entrepreneurship students. 

You also have access to all of the resources at any time, so you can focus on the immediate or pressing needs of your business whenever they come up.

Nope. There is no minimum commitment - you are free to cancel your membership at any time.