Season 1
Episodes
#176: What questions should I ask in an "end of service" questionnaire?
Josh and Emily discuss how to collect feedback from clients at the end of your work together.
Top takeaways:
Have a plan for what to do with ALL the data you gather–don’t ask a question if there’s not something...
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#175: How to build good credit card habits
Josh and Amelie discuss credit cards–how do you build good habits? The strategies are slightly different
Top takeaways:
The proper way to use a credit card is to use it exactly like a debit card–use it for everyday...
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#174: Should I offer discounts?
Josh and Emily discuss discounts. What happens when you offer discounts, when to offer discounts, alternatives to discounts…and so much more!
Top takeaways:
Offering a discount can lead to a lot of different places,...
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#173: State of Financial Coaching High Level Summary
Amelie and Josh discuss top takeaways from the inaugural State of Financial Coaching survey!
Top takeaways:
Coaches with niches have more paying clients and higher prices.
Counselors with high revenue have...
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#172: FINRA Fellowship - A Path to AFC Certification for Military Spouses
Amelie discusses FINRA Foundation Military Spouse Fellowship Program, a path to AFC Certification for mil spouses! She is joined by Valerie Richards from AFCPE and Cherie Stueve, a frequent FINRA Fellowship Instructor...
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#171: Should I get a loan for _______?
Josh and Amelie discuss the conversation around getting a loan. When does it make sense, and when does it not make sense?
Top takeaways:
The first–and most important question–is “why do you want to spend this...
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#170: Should we recommend fintech "banks" to clients?
Josh and Emily discuss fintech “banks” through the lens of Yotta’s collapse. Should we be steering clients away from fintechs? How do you evaluate the security of a fintech?
Top takeaways:
Using a fintech doesn’t...
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#169: Separating from Federal Government Jobs
Josh and Amelie discuss things to think about when separating from federal government jobs.
Top takeaways:
Before deciding whether to take a separation package, try to take the emotion out and instead think about...
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#168: How do you find clients for the smallest possible financial commitment?
Josh and Emily discuss a question from the Financial Coaches Community facebook group. Turns out, it’s actually two separate questions.
Top takeaways:
A brand new business is not going to provide you with a steady...
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#167: What about AI Notetakers?
Josh and Emily discuss AI Notetakers! What concerns should we have, what features should we look for, and what can they do to help?
Top takeaways:
When you’re handling people’s sensitive data, don’t use anything free...
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#166: Josh's systems: onboarding (aka coaching program)
Top takeaways:
Josh’s onboarding is a 3-month, 4- or 7- 7-meeting process for people who are not psychologically ready to be financial adviser clients.
The first full 60-minute meeting is devoted to short- and...
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#165: When should I consider adjusting my prices?
Josh and Emily talk about pricing–both raising and lowering prices. When should you consider adjusting your prices downward? What about up?
Top takeaways:
Don’t lower your prices because you’re looking for more...
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