#166: Josh's systems: onboarding (aka coaching program)

Season #1

Top takeaways:

  1. 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.
  2. The first full 60-minute meeting is devoted to short- and long-term goals.
  3. It’s very hard to build a real budget without knowing where you are and where you’re going.
  4. Having short, regular accountability/working meetings is ok–Josh does 30-minute monthly meetings at the beginning and then longer, quarterly “get stuff done” meetings later.

Want help building or growing a successful financial coaching business? Find resources below based on where you’re at in your journey: