Financial Coaches Network - The Podcast: Build your Financial Coaching Business

Financial Coaches Network - The Podcast: Build your Financial Coaching Business

Hosted by: Joshua Escalante Troesh, Garrett Philbin, Amelie Riendl, and Emily Blain

Looking to build a successful financial coaching business? Join thousands of others in the Financial Coaches Community who are building successful financial coaching businesses. Hosted by Joshua Escalante-Troesh...

Episodes

#176: What questions should I ask in an "end of service" questionnaire?

Season #1

Josh and Emily discuss how to collect feedback from clients at the end of your work together. Top takeaways: Have a plan for what to do with ALL the data you gather–don’t ask a question if there’s not something...
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#175: How to build good credit card habits

Season #1

Josh and Amelie discuss credit cards–how do you build good habits? The strategies are slightly different  Top takeaways: The proper way to use a credit card is to use it exactly like a debit card–use it for everyday...
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#174: Should I offer discounts?

Season #1

Josh and Emily discuss discounts. What happens when you offer discounts, when to offer discounts, alternatives to discounts…and so much more! Top takeaways: Offering a discount can lead to a lot of different places,...
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#173: State of Financial Coaching High Level Summary

Season #1

Amelie and Josh discuss top takeaways from the inaugural State of Financial Coaching survey! Top takeaways: Coaches with niches have more paying clients and higher prices. Counselors with high revenue have...
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#172: FINRA Fellowship - A Path to AFC Certification for Military Spouses

Season #1

Amelie discusses FINRA Foundation Military Spouse Fellowship Program, a path to AFC Certification for mil spouses! She is joined by Valerie Richards from AFCPE and Cherie Stueve, a frequent FINRA Fellowship Instructor...
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#171: Should I get a loan for _______?

Season #1

Josh and Amelie discuss the conversation around getting a loan. When does it make sense, and when does it not make sense? Top takeaways: The first–and most important question–is “why do you want to spend this...
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#170: Should we recommend fintech "banks" to clients?

Season #1

Josh and Emily discuss fintech “banks” through the lens of Yotta’s collapse. Should we be steering clients away from fintechs? How do you evaluate the security of a fintech? Top takeaways: Using a fintech doesn’t...
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#169: Separating from Federal Government Jobs

Season #1

Josh and Amelie discuss things to think about when separating from federal government jobs. Top takeaways: Before deciding whether to take a separation package, try to take the emotion out and instead think about...
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#168: How do you find clients for the smallest possible financial commitment?

Season #1

Josh and Emily discuss a question from the Financial Coaches Community facebook group. Turns out, it’s actually two separate questions. Top takeaways: A brand new business is not going to provide you with a steady...
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#167: What about AI Notetakers?

Season #1

Josh and Emily discuss AI Notetakers! What concerns should we have, what features should we look for, and what can they do to help? Top takeaways: When you’re handling people’s sensitive data, don’t use anything free...
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#166: Josh's systems: onboarding (aka coaching program)

Season #1

Top takeaways: Josh’s onboarding is a 3-month, 4- or 7- 7-meeting process for people who are not psychologically ready to be financial adviser clients. The first full 60-minute meeting is devoted to short- and...
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#165: When should I consider adjusting my prices?

Season #1

Josh and Emily talk about pricing–both raising and lowering prices. When should you consider adjusting your prices downward? What about up? Top takeaways: Don’t lower your prices because you’re looking for more...
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