Season 1
Episodes
#194: AI For Financial Coaches
In this episode, we dive into the evolving role of Artificial Intelligence (AI) in financial coaching and counseling. From boosting productivity to streamlining client support, AI offers exciting possibilities—but it...
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#193: AFCPE Symposium Q&A with AFCPE Executive Director Rachael DeLeon
In this podcast, we talk to Executive Director of AFCPE Rachael DeLeon about the upcoming AFCPE Symposium, its purpose and why you should attend!
Top takeaways:
The AFCPE is a national nonprofit that certifies,...
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#192: Analyzing the gurus: Endorsements
We wrap up our series about analyzing the gurus by talking about endorsements!
Top takeaways:
All the “gurus” endorse a product
Be aware of the conflicts of interest with any guru’s recommendations
Anyone who...
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#191: Analyzing the gurus: Money Guy Show
We continue our series about analyzing the gurus! We’ll be spending time discussing several big personal finance names, their recommendations, and why we do or do not agree with those. Josh and Amelie discuss the...
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#190: Analyzing the gurus: Clark Howard
We continue our series about analyzing the gurus! We’ll be spending time discussing several big personal finance names, their recommendations, and why we do or do not agree with those. Josh and Amelie discuss Clark...
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#189: Analyzing the gurus: Robert Kiyosaki
We continue our series about analyzing the gurus! We’ll be spending time discussing several big personal finance names, their recommendations, and why we do or do not agree with those. Josh and Amelie discuss Robert...
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#188: Announcement & A Marketing Success Story
This week we’re making an announcement – Emily will be moving on to new opportunities. She’s been spending time marketing her business this year and it paid off! Learn more about what she did to grow her business....
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#187: Analyzing the gurus: Tori Dunlap
We began a new series about analyzing the gurus! We’ll be spending time discussing several big personal finance names, their recommendations, and why we do or do not agree with those. Josh and Emily discuss Tori...
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186: Analyzing the gurus: Suze Orman
We began a new series about analyzing the gurus! We’ll be spending time discussing several big personal finance names, their recommendations, and why we do or do not agree with those. Josh and Amelie discuss Suze...
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#185: Paid Search Advertising
Today, join Josh and Garrett as they discuss what Paid Search Advertising is and when it’s relevant to financial coaches!
3 (+2!) key takeaways:
The benefit of paid search is that IF (big if) you do it right, it...
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#184: Analyzing the gurus: Ramit Sethi
We began a new series about analyzing the gurus! We’ll be spending time discussing several big personal finance names, their recommendations, and why we do or do not agree with those. Josh and Emily discuss Ramit...
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#183: Analyzing the gurus: Dave Ramsey
We begin a new series about analyzing the gurus! We’ll be spending time discussing several big personal finance names, their recommendations, and why we do or do not agree with those. First up, arguably the...
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