All Episodes
Episodes
#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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#25: What software is there designed for financial coaches?
Episode 25: What software is there designed for financial coaches?
Join Josh and Garrett as they talk about what software is out there to make your life easier as a coach. It’s not really feasible to trust clients on...
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#24: How Fellow Financial Coach Amelie Found her Niche, and Early Success
Episode 24: How fellow financial coach (and FCN team member!) Amelie found her niche and early success
Garrett and Amelie discuss Amelie’s coaching journey so far, from being one of FCN Launch’s first members to...
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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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#22: How to Navigate When Couples Fight or Argue During Sessions
Episode 22: How to navigate when couples fight or argue during sessions
Couples may not openly start yelling at each other during sessions very often, but passive aggressive snips are certainly a possibility. How do...
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#21: Best Practices for Asking for Referrals from Referral Partners
Best Practices For Asking For Referrals From Referral Partners
02:23 - Why Not Make Referral Partners Your Priority When First Starting Off
02:55 - Building Up Referral Partners, Building Up That Trust
04:18 - Having...
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#20: What Bookkeeping Software Should I Use And Do I Need It?
Episode 20: What Bookkeeping Software Should I Use And Do I Need It?
01:20 - Bookkeeping Defined
02:50 - The Tax Rules Related to Bookkeeping
05:13 - Start Doing Bookkeeping Sooner Rather Than Later
08:45 - The...
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#19: What is a Marketing Funnel and How Do I Create One?
Episode 19 : What is a Marketing Funnel and How Do I Create One?
00:46 - Everyone Wants to Know What Funnels are
01:39 - Marketing Funnels That Work…Don’t Work
02:24 - Marketing Funnel = Advertising Campaign
05:26 -...
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