Season 1
Episodes
#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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#87: Launch Sample: Mission & Vision Statements and Vital Few Goals
Today, we have a sneak preview of what Launch is like! Launch includes instructional videos each week, but it also includes two sets of Guided Practice videos, one with Garrett and one with Emily, where Josh walks...
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#86: Let’s Talk Marketing Funnels!
Join Josh and Emily to discuss what is marketing, what are marketing funnels, and how do you build one for your business?
Top takeaways:
Marketing is all the activities a business does to satisfy the needs of...
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#85: What info should I gather before a first meeting?
Join Josh and Amelie to discuss info gathering before your first paid meeting! Many of us have a tendency to make fancy forms to gather lots of detailed info about clients, but…what are the best practices?
Top...
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#84: Growing Your Audience with Ryan Roi
Join Josh and special return guest Ryan Roi to discuss how to grow your social media audience! Ryan’s business, the Artful Dollar, works primarily with group coaching for tattoo artists.
Top takeaways:
Niching down...
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#83: Marketing options beyond social media
Join Josh and Emily to discuss marketing beyond social media.
Top takeaways:
The first question to ask yourself is, “Where do my ideal clients hang out?”
Google ads and websites are a solid combination.
Physically...
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#82: How do you run a sales/prospecting call?
Join Josh and Amelie to discuss prospecting calls–what are they, what should you cover, how to handle various situations.
Top takeaways:
The most important part of a prospecting call is to find out what the client’s...
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#81: Our top software recommendations
Join Josh and Emily as they share software recommendations!!
Top recommendations:
Calendar - Calendly or Acuity (leaning towards Calendly having more features)
Payment processor - AdvicePay (included with FCN...
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