Financial Coaches Network - The Podcast: Build your Financial Coaching Business

Financial Coaches Network - The Podcast: Build your Financial Coaching Business

Hosted by: Joshua Escalante Troesh, Garrett Philbin, Amelie Riendl, and Emily Blain

Looking to build a successful financial coaching business? Join thousands of others in the Financial Coaches Community who are building successful financial coaching businesses. Hosted by Garrett Philbin (AFC®, CMC®)...

Episodes

#107: What kind of retirement planning can a coach legally do?

Season #1

Join Josh and Emily as they discuss coaching and retirement planning. We dive into legality, morality, and everything in between! Top takeaways: Without licenses, you cannot give advice on specific investments. You...
View Episode

#106: Re-release: Investments to make in your business as a new financial coach

Season #1

The FCN team is taking this week off, so we’re re-releasing one of our most popular episodes! Join Josh and Garrett as they discuss what you need to spend money on as you start focusing on your coaching business. The...
View Episode

#105: How to teach personal finance to groups of kids

Season #1

Join Josh and Amelie to discuss teaching personal finance to groups of kids! Top takeaways: Do NOT take your presentation created for adults and just start using it for kids even if you add in a few memes and make it...
View Episode

#104: Client wins

Season #1

Join Josh and Emily to discuss client wins! What counts as a win and how should you celebrate them? Top takeaways: What counts as a client win depends on your niche. Break big, long-timeline wins into milestones. The...
View Episode

#103: How do I encourage clients to send me referrals?

Season #1

Join Josh and Amelie to discuss encouraging clients to send you referrals…AND legality/morality.   Top takeaways: There’s no legal problems but you do lose control of communication when a client refers you, so you...
View Episode

#102: Perfectionism: Why you should stop pretending you have your s*** together

Season #1

Join Josh and Emily to continue the discussion on perfectionism. First, they discuss the root drive for the need to be right. Second, they dive into why that drive doesn’t always lead us correctly. Top takeaways: You...
View Episode

#101: Perfectionism: What if I don't know everything?

Season #1

Join Josh and Emily to discuss what to do when a client asks you a question that you don’t know the answer to. Top takeaways: It’s more than ok to not know everything! Realize that just Googling something may not...
View Episode

#100: The State of Financial Coaching

Season #1

Join Josh AND Emily AND Amelie as we discuss the State of Financial Coaching! We started with a small survey of Launch members to learn about what kinds of programs various coaches use…next year, we’ll do a more...
View Episode

#99: Timeblocking: Amazing Tool or Pointless Exercise?

Season #1

Join Josh and Emily as they have the showdown that has been 3 years in the making!!! Josh is on the side of time-blocking being a great tool to manage time and see things clearly. Emily is on the side that...
View Episode

#98: Our top software recommendations - Round 2

Season #1

Join Josh and Amelie as they continue the conversation about software recommendations that Josh and Emily started a few months ago. Recommended resources: Contracts: AdvicePay has contract signing built in. DocuSign...
View Episode

#97: Financial Coaching vs Life Coaching

Season #1

Join Josh and Emily as they discuss the Venn diagram of financial coaching and life coaching. How do they overlap, what similarities and differences there are…and do the words “life coaching” even mean anything…? Top...
View Episode

#96: How to develop an elevator pitch

Season #1

Join Josh and Amelie as Top takeaways: No one likes to be pitched to. Having a very specific niche will let you practice having positive conversations without the pressure of “I’M GOING TO SELL YOU!” You want...
View Episode