All Episodes
Episodes
#170: Should we recommend fintech "banks" to clients?
Josh and Emily discuss fintech “banks” through the lens of Yotta’s collapse. Should we be steering clients away from fintechs? How do you evaluate the security of a fintech?
Top takeaways:
Using a fintech doesn’t...
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#169: Separating from Federal Government Jobs
Josh and Amelie discuss things to think about when separating from federal government jobs.
Top takeaways:
Before deciding whether to take a separation package, try to take the emotion out and instead think about...
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#168: How do you find clients for the smallest possible financial commitment?
Josh and Emily discuss a question from the Financial Coaches Community facebook group. Turns out, it’s actually two separate questions.
Top takeaways:
A brand new business is not going to provide you with a steady...
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#167: What about AI Notetakers?
Josh and Emily discuss AI Notetakers! What concerns should we have, what features should we look for, and what can they do to help?
Top takeaways:
When you’re handling people’s sensitive data, don’t use anything free...
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#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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