Season 1
Episodes
#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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#154: From the Vault - What to do when a client is resistant to your ideas/suggestions
Today, enjoy a throwback episode with Josh and Garrett as they discuss working with clients who don’t take your suggestions well!
Takeaways:
Three reasons clients might be resistant:a. Reason #1 - They have a fear of...
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#153: Estate Planning -- Marital Assets
Today, Josh and Amelie continue the series on Estate Planning! This week, they discuss marital assets (and debts).
Takeaways:
Estate planning can also plan for the death of a marriage.
Ultimately, it comes down to...
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#152: Estate Planning -- Key People
Today, Josh and Amelie continue the series on Estate Planning! This week, they discuss key people! What roles do the various people play?
Takeaways:
Guardians - “Who will care for your children if you die?”
Executors...
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#151: Estate Planning -- Trusts
Get ready for a series on Estate Planning! We’ve had a few questions about that lately both in the FCC Facebook group and with our personal clients, so join Josh and Amelie as they talk about estate planning, and then...
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#150: Prospecting Skills with guest Michael Tuttle
Our FCN members have a new support option–Josh is doing free 1:1 business coaching/Q&A sessions with them that we then record and share with you, our podcast listeners!! Today, FCN Launch member Michael...
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#149: Email marketing - How to get email subscribers onto a sales call
Josh and Emily continue discussing email marketing! In this third episode, they discuss how to turn email subscribers into prospects. It’s all well and good to have people receiving your emails…but then...
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#148: Email marketing - How to build and maintain an email list
Josh and Emily continue discussing email marketing! In this second episode of the mini-series on email marketing, they discuss building and maintaining an email list.
Takeaways:
People need to know you before they...
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#147: Email marketing - Is buying email lists worth it?
Josh and Emily discuss email marketing! In this first episode of the mini-series on email marketing, they discuss whether buying email lists is worth it!
Takeaways:
Email is a very bad way to nurture a cold...
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