Successful Pre-LAUNCH of Your
Financial Coaching Business
Our 30+ best practices and must-do steps to prepare for
successfully launching your financial coaching business.
- 7 Things To Do Before Announcing to Family & Friends
- 7 Simple Steps To Establish Your Brand
- 7 Things To Do Before Taking On Your First Client
- 5 Steps To Legitimize Your Business
- What is Financial Coaching & Legal Considerations
- Next Steps in Your Financial Coaching Journey
What Is Financial Coaching?
Fully understand financial coaching before you jump in.
Avoiding Legal Liability
No one likes getting a letter from a lawyer. Not even lawyers.
Legitimizing Your Business
Know the paperwork you need to make your business legal.
Announcing to Others
Take full advantage of announcing your business.
Establishing a Brand
Key steps to take to establish your brand and marketing materials.
Preparing for Clients
Things to do before getting your first client to maintain your sanity.
The Series COVERS:
Getting the Most Out of the Series
We start with an introduction to getting the most out of the series, including using the resources found at the end of each email.
What is Financial Coaching
Garrett has distilled the key points for considering the business of financial coaching and inspire your version of coaching – it's financial coaching in a nutshell!
Financial Coaching & The Law
You’ll often hear financial coaching is the Wild West and no formal training; no licenses; and no certifications are necessary to get into the industry. But that is a very misleading!
How To Legitimize Your Business
The government will tax and regulate you as a business whether you think you are one or not! Legally legitimize your business and protect yourself on your journey to becoming a financial coach.
7 Things To Do Before Announcing to Family & Friends
Friends and family are most likely to share your new venture when you first tell them. Don’t waste this opportunity. Before you run and tell your friends and family you’ll want to do these 7 things.
7 Simple Steps To Establish Your Brand
A brand may not be what you think it is. Your brand should be something that personally resonates with your ideal client and addresses how their specific pain points are addressed.
7 Things To Do Before Taking On Your First Client
By now, you’ve taken steps to be prepared to attract clients. Awesome! Before you sign someone up for coaching, you’ll want to do seven things to maintain your sanity.
Next Steps in Your Financial Coaching Journey
We close with encouragement to take your next step in your journey. Yes, this email is going to showcase our products – but each product is designed solely to help you build a profitable business.
Pre-LAUNCH FREE 8-EMAIL SERIES
30+ BEST PRACTICES FOR SUCCESSFULLY
LAUNCHING YOUR FINANCIAL COACHING BUSINESS
Founders
Josh Escalante-Troesh
CFP | MBA
Josh has over two-decades experience guiding entrepreneurs as a business consultant, Tenured Professor of Entrepreneurship and Personal Finance, and fiduciary financial advisor for business owners.
He has been a C-Level Vice President of Marketing & Business Development for a credit union and has owned numerous businesses himself.
Garrett Philbin
CMC
Garrett built a successful financial coaching business, growing it to $80k+ revenue in the first five years, and is the founder of a community of thousands of aspiring and current financial coaches.
He regularly coaches financial coaches on starting their businesses, defining their coaching process, and showing up authentically in their work.
Learn More About Our Team
Meet the TeamPre-LAUNCH FREE 8-EMAIL SERIES
30+ BEST PRACTICES FOR SUCCESSFULLY
LAUNCHING YOUR FINANCIAL COACHING BUSINESS
FAQ
Are You Going to Spam Me?
Why Are You Giving This Away for Free?
Will there be pictures of cats?
What if I'm already launched? Will this still be helpful?
Pre-LAUNCH FREE 8-EMAIL SERIES
30+ BEST PRACTICES FOR SUCCESSFULLY
LAUNCHING YOUR FINANCIAL COACHING BUSINESS
