Financial Coaches Network - The Podcast: Build your Financial Coaching Business

Financial Coaches Network - The Podcast: Build your Financial Coaching Business

Hosted by: Joshua Escalante Troesh, Garrett Philbin, Amelie Riendl, and Emily Blain

Looking to build a successful financial coaching business? Join thousands of others in the Financial Coaches Community who are building successful financial coaching businesses. Hosted by Joshua Escalante-Troesh...

Episodes

#169: Separating from Federal Government Jobs

Season #1

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...
View Episode

#168: How do you find clients for the smallest possible financial commitment?

Season #1

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...
View Episode

#167: What about AI Notetakers?

Season #1

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...
View Episode

#166: Josh's systems: onboarding (aka coaching program)

Season #1

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...
View Episode

#165: When should I consider adjusting my prices?

Season #1

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...
View Episode

#164: How to Help Clients Set Motivating Goals

Season #1

Today, Josh and Amelie discuss how to help clients set goals! How can you facilitate the goal setting process? Top takeaways: Keep the conversation lighter and casual. The goals need to be internally set goals rather...
View Episode

#163: How to Set Motivating Goals

Season #1

Today, Josh and Amelie discuss how to set motivating goals–and stick to them!  Top takeaways: There’s a difference between a goal and a dream. Most purely financial goals are not really goals–they’re the Measurable...
View Episode

#162: Side hustles: Good idea or destroyer of marriages?

Season #1

Today, Josh and Emily discuss side hustles.  Top takeaways: Side hustles are one of the worst ways to increase your income. If you don’t have enough income, switching careers is the best way to solve that...
View Episode

#161: How do we as financial coaches talk about money with non-client friends and family?

Season #1

Today, Josh and Emily discuss how to talk about money with non-client friends and family? If you don’t approve of how they’re handling their money…can you talk about it? What about if they ask you? Top takeaways: If...
View Episode

#160: Should I buy a house now or wait?

Season #1

Today, in an indirect continuation of episode 157, Josh and Amelie discuss what to think about when considering buying a house (or when coaching a client through the decision making process around buying a...
View Episode

#159: From the Vault - Marketing beyond social media

Season #1

It’s another holiday week, so we’re back with another episode from the Vault! If you’re not a social media fan…what other options are there?! Josh gives a 45-minute overview of his 56-hour college course! Top...
View Episode

#158: From the Vault: Should I list my prices on my website?

Season #1

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...
View Episode