All Episodes
Episodes
#99: Timeblocking: Amazing Tool or Pointless Exercise?
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...
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#98: Our top software recommendations - Round 2
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...
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#97: Financial Coaching vs Life Coaching
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...
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#96: How to develop an elevator pitch
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...
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#95: Pros and cons to debt settlement companies
Join Josh and Emily to discuss debt settlement companies. What should you look for, what are pros/cons, what are red flags?
Top takeaways:
Some just do things that you could do yourself.
Look for connections with...
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#94: Should I build referral relationships with advisers I wouldn't refer to?
Today Josh and Garrett to discuss referral relationships…especially those with advisers/professionals who you disagree with.
Top takeaways:
No, you shouldn’t.
One-sided referral pipelines have an expiration date–the...
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#93: Scarcity Mindset In Your Business
Today Josh and Emily talk about how scarcity mindset is, how it shows up in your business, and some ways to tackle it! Make sure you listen to the end to hear them talk about where scarcity mindset has shown up in...
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#92: What is cashflow budgeting?
Today Josh and Amelie dive into a conversation about various budgeting methods, and why the personal finance budgeting methods are all really just…hybrid methods of cashflow budgeting!
Top takeaways:
Technically,...
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#91: How do you prepare for a known drop in income?
When you’re a new financial coach, “where do I find clients” is always one of the top questions. Today, Josh and Emily discuss what to do to find early clients.
Top takeaways:
Put your poker face on! The client...
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#90: How to find clients early in your business?
When you’re a new financial coach, “where do I find clients” is always one of the top questions. Today, Josh and Emily discuss what to do to find early clients.
Top takeaways:
Start with…who are you trying to work...
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#89: What are my obligations for collecting sales tax?
Today’s not the most exciting topic, but it’s an important one! Do we coaches need to collect (and remit!) sales tax? Josh and Amelie discuss!
Top takeaways:
Some states charge sales tax on products, some charge...
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#88: When should I start a blog?
Many people think starting a blog is a great way to get new clients. When is a blog a good idea and when is it not? Join Josh and Emily to discuss that topic.
Top takeaways:
Do not start a blog when you need clients...
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