#213: When Should I Get an Office?
In this episode, Joshua Escalante Troesh CFP® and Amelie Riendl AFC® break down the stages of evolving your workspace as a financial professional, from arranging your first home office to deciding when it’s time for an office outside the home. They explore privacy, professionalism, client expectations, city regulations, and how AI is reshaping in‑person trust.
Top takeaways:
- Stage 1: A dedicated, private, lockable space is essential for confidentiality when meeting with clients.
- Stage 2: As more clients request in‑person meetings (especially in an era of AI uncertainty) having a professional, a client‑ready space within the home becomes increasingly important.
- Stage 3: Growth, hiring staff, city zoning rules, and client volume may require transitioning to an external office.
- Shared office spaces have changed; subleasing from professionals may be a better option.
- Not every client should be invited into a home office, identify your criteria such as an established relationship, signed agreement, advance payment, and engagement level.
- Business maturity drives the final step. When your workload, staff needs, or client flow exceed what a home setup can support, a standalone office becomes the natural next phase.
This episode gives financial coaches a clear, practical framework for recognizing when it’s time to upgrade their workspace to support long‑term business growth.
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