All Episodes
Episodes
#166: Josh's systems: onboarding (aka coaching program)
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?
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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#164: How to Help Clients Set Motivating Goals
Today, Josh and Amelie discuss how to help clients set goals! How can you facilitate the goal setting process?
Top takeaways:
Keep the conversation lighter and casual.
The goals need to be internally set goals rather...
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#163: How to Set Motivating Goals
Today, Josh and Amelie discuss how to set motivating goals–and stick to them!
Top takeaways:
There’s a difference between a goal and a dream.
Most purely financial goals are not really goals–they’re the Measurable...
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#162: Side hustles: Good idea or destroyer of marriages?
Today, Josh and Emily discuss side hustles.
Top takeaways:
Side hustles are one of the worst ways to increase your income.
If you don’t have enough income, switching careers is the best way to solve that...
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#161: How do we as financial coaches talk about money with non-client friends and family?
Today, Josh and Emily discuss how to talk about money with non-client friends and family? If you don’t approve of how they’re handling their money…can you talk about it? What about if they ask you?
Top takeaways:
If...
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#160: Should I buy a house now or wait?
Today, in an indirect continuation of episode 157, Josh and Amelie discuss what to think about when considering buying a house (or when coaching a client through the decision making process around buying a...
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#159: From the Vault - Marketing beyond social media
It’s another holiday week, so we’re back with another episode from the Vault! If you’re not a social media fan…what other options are there?! Josh gives a 45-minute overview of his 56-hour college course!
Top...
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#158: From the Vault: Should I list my prices on my website?
On this holiday week, enjoy this episode from the vault about the pros and cons of putting pricing on your website!
Takeaways:
Someone who doesn’t book a call because your price was listed on your website and it was...
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#157: Does a mortgage make sense with high interest rates?
Josh and Amelie discuss mortgage rates…and what to think about when considering whether it’s a good time to buy!
Takeaways:
In the history of mortgage rates (going back to 1971), they’ve ranged from 18% to 2.5% (much...
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#156: What is a financial coach's role in a client's estate planning?
Josh and Emily finish up the Estate Planning series by discussing the financial coach’s role in estate planning! What can we help clients with and what should we stay away from?
Takeaways:
If you have no official...
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#155: Estate Planning - DIY Estate Planning
We return to our Estate Planning series…so today, Amelie and Josh discuss DIY Estate Planning. What can you DIY, what should you DIY (if anything), and what should you look out for?
Takeaways:
You could DIY through a...
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