Season 1
Episodes
#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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#30: Should I get the AFC (Accredited Financial Counselor) designation?
Episode 30: Should I get the AFC (Accredited Financial Counselor) designation?
Today, join Josh and Garrett as they talk to special guests Jarod Taylor (Certification Manager at the AFCPE) and Ambus Hunter (AFC...
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#29: Paid Search Advertising
Episode 29: Paid Search Advertising
Today, join Josh and Garrett as they discuss what Paid Search Advertising is and when it’s relevant to financial coaches!
3 (+2!) key takeaways:
The benefit of paid search is that...
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#28: What is a good account for an emergency fund besides a savings account?
Episode 28: What is a good account for an emergency fund besides a savings account?
Today, join Josh and Garrett as they discuss emergency funds and where to put emergency fund money other than savings accounts!
3 key...
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#27: How do I fire a client?
Episode 27: How do I fire a client?
Today, Josh and Garrett have a conversation about how to deal with clients who aren’t working out.
3 key takeaways:
Reasons to fire clients: philosophical differences, clients who...
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#26: How do I do quarterly tax filings?
Episode 26: How do I do quarterly tax filings?
Join Josh and Garrett as they discuss the boring-yet-super-important topic of quarterly taxes!!
3 key takeaways:
Each quarter's tax payment is due 2 weeks after the end...
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#23: Investments to make in your business as a new financial coach
Episode 23: Investments to make in your business as a new financial coach
Join Josh and Garrett as they discuss what you need to spend money on as you start focusing on your coaching business. The most important...
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