All Episodes
Episodes
#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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#80: Avoiding Liability
Join Josh and Garrett as they start off discussing what coaching means and what future regulations may look like, then continue to talking about liability in multiple areas.
Top takeaways:
It’s far easier than most...
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#79: Clients who don't make habit changes in 6 months
Join Josh and Amelie to follow up on a conversation about those clients who just don’t change in 6 months. What are red flags? How do you handle that situation?
Top takeaways:
There is a potential for brand liability...
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#78: How can I respond to the question, "Why is your price so high?"
Join Josh and Emily to discuss a common fear among new financial coaches. What do you say if a client asks “why do you charge so much?!”
Top takeaways:
If one person asks, that’s a reflection of their...
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#77: How do I set pricing with my first clients?
Join Josh and Amelie to discuss pricing–especially pricing at the beginning of your business.
Top takeaways:
Benchmarking based on other financial coaches can be very dangerous because what other coaches do may or...
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#76: Throwback: What should I cover in my first client meeting?
Join Josh and Garrett to talk about the first meeting after a client has signed up! They paid you, now you have to actually…deliver!
Note: This conversation was originally in the Financial Coaches Facebook group in...
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#75: What is my liability when answering questions in Facebook Groups?
Join Josh and Emily to discuss whether to answer questions in Facebook groups…and if so, what kind of liability could be involved. Disclaimer: As we say numerous times in episode, we are not lawyers and cannot answer...
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#74: How do you find a VA and what can they help me do?
Join Josh and Amelie to discuss all things VA! How do you find one, and what tasks can they help with?
Top takeaways:
Start by listing all your business taxes, and then go through asking yourself, “how much do I...
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#73: How do you coach people with irregular income?
Join Josh and Emily to discuss a wide range of irregular income
Top takeaways:
Not all irregular income can be treated the same.
The more extreme the scenario, the more you should be concerned over whether your...
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#72: Do you have to file taxes if you didn't earn any income?
Join Josh and Garrett as they discuss taxes! Specifically, taxes in the early stages of your business.
Top takeaways:
The government considers you to have a business whether you see it as a side gig/little thing or...
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#71: What should I ask in an "end of service" questionnaire?
Join Josh and Emily to talk about end of service questionnaires. When a client is finished working with you, what should you ask them? What kind of feedback is valuable?
Top takeaways:
You should have an alternate...
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