All Episodes
Episodes
#42: When is debt good?
Episode 42: When is debt good?
Let’s talk about…debt! Josh and Garrett discuss the practicalities of debt while taking the emotion and value judgments out (hopefully!).
Top 4 takeaways:
Money today is worth more...
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#41: How to keep track of where clients are in the process
Episode 41: How to keep track of where clients are in the process
As clients move through your coaching process…how do you track what they’ve done? It may not be the most thrilling topic, but it’s vitally...
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#40: Rent vs. Buy
Episode 40: Rent Vs. Buy
One common mantra is that renting is throwing money away. Is that true? What are other things to consider?
Top 5 takeaways:
It’s easy to understand where the “Homeownership is the best...
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#39: What to do when couples have a different view of managing money than you?
Episode 39: What to do when couples have a different view of managing money than you?
What do you do when your client has a forceful personality and believes in managing their money in a very different way than you...
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#38: How much time to have between your meetings?
Episode 38: How much time to have between your meetings?
Josh and Garrett talk about how to structure your meeting schedule and what to consider when scheduling meetings.
Top 3 things to consider when deciding meeting...
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#37: How to turn social media followers into clients?
Episode 37: How to turn social media followers into clients?
Today, join Josh and Garrett as they discuss how to follow up with those people who didn’t book during a prospect call.
Key takeaways:
Rather than thinking...
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#36: Life Insurance: The thunderdome throwdown!
Episode 36: Life Insurance: The thunderdome throwdown!
It’s time for one of the most contentious topics out there…life insurance!! We’ve got team TERM LIFE INSURANCE ONLY! facing off against team LIFE INSURANCE IS THE...
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#35: Responding to Emotion - Navigating Emotional Client Conversations
Episode 35: Responding to Emotion - Navigating Emotional Client Conversations
Today, Josh and Garrett talk about the “softer” side of coaching—beyond the budgets and debt payoff and savings goals, we coaches need to...
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#34: How to follow up with prospects
Episode 34: How to follow up with prospects
Today, join Josh and Garrett as they discuss how to follow up with those people who didn’t book during a prospect call.
Key takeaways:
Read every communication you send in...
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#33: What to do when a client asks to take out a loan for home renovations?
Episode 33: What to do when a client asks to take out a loan for home renovations?
Today, Josh and Garrett discuss financial coaches’ often dogmatic approach to clients’ ideas about taking debt on for things like home...
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#32: When to hire help
Episode 32: When to hire help
Today, Josh and Garrett discuss their thoughts around hiring help for your business!
Key takeaways:
We cannot look at business and personal finances the same way.
Hire help as quickly as...
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#31: Should I list my prices on my website?
Episode 31: Should I list my prices on my website?
Today, join Josh and Garrett as they discuss the hot topic of whether or not to list prices on your website!
Key takeaways:
A lot of our decisions are based on...
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