Season 1
Episodes
#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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#70: How do you overcome the objection of “I’d love to work with you but I just need some time?"
Episode 70: How do you overcome the objection of “I’d love to work with you but I just need some time?"
Join Josh and Emily as they discuss how to handle client objections. Today, they discuss two angles on a “time”...
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#69: Should I create an LLC/S-corp/B-corp/other/nothing? Part 2
Episode 69: Should I create an LLC/S-corp/B-corp/other/nothing? Part 2
Join Josh and Amelie to continue discussing business entities!
Top takeaways:
For most coaches who are part-time and making less than $10k...
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#68: Should I create an LLC/S-corp/B-corp/other/nothing? Part 1
Episode 68: Should I create an LLC/S-corp/B-corp/other/nothing? Part 1
Join Josh and Amelie to discuss entities! Should I form an LLC or an S-Corp or…what?!
Top takeaways:
The answer is always “it depends,” and in...
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#67: Client Testimonials Best Practices
Episode 67: Client Testimonials Best Practices
Join Josh and Garrett for part 2 of a conversation about client testimonials and specifics around what to include, how to format them, and more details!
Top...
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#66: How do client testimonials fit into marketing?
Episode 66: How do client testimonials fit into marketing?
Join Josh and Garrett for part 1 of a conversation about client testimonials and how/whether they fit into marketing!
Top takeaways:
Whether to use...
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#65: How can I best bootstrap my financial coaching business?
Join Josh and Emily as they discuss bootstrapping! What NOT to invest in, what TO invest in, and make sure to check the Resources section of the show notes for all the software recs we have!
Top...
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