Season 1
Episodes
#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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#164: How to Help Clients Set Motivating Goals
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...
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#163: How to Set Motivating Goals
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...
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#162: Side hustles: Good idea or destroyer of marriages?
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...
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#161: How do we as financial coaches talk about money with non-client friends and family?
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...
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#160: Should I buy a house now or wait?
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...
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#159: From the Vault - Marketing beyond social media
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...
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#158: From the Vault: Should I list my prices on my website?
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...
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