Want to work together? I offer financial planning & investment management services. Learn more or schedule a call at https://www.assistfp.com/

–

In this conversation, Mike Crowson and Justin Green discuss the evolving nature of funnels in marketing, emphasizing the importance of conversation-based strategies over traditional application funnels.

They explore the significance of data collection, the effectiveness of lead magnets, and the impact of personal branding. The discussion also highlights the advantages of text messaging in sales, the need for humanizing automation, and the importance of creating engaging content to foster conversations.

Mike shares tactical strategies for fitness coaches and underscores the psychology behind selling, ultimately providing insights on building successful funnels in today's market.

Connect with me → https://www.instagram.com/justingreenfp

Mike Crowson on IG → https://www.instagram.com/mike_crowson/

Key Takeaways

• Funnels are not dead; they are evolving.

• A funnel is simply a way to guide someone from point A to point B.

• Conversations often lead to more successful outcomes than applications.

• Data collection is crucial for effective marketing strategies.

• Lead magnets should be compelling and relevant to attract potential clients.

• The title of a lead magnet can significantly impact its success.

• Personal branding is essential in today's market.

• Text messaging has a higher engagement rate than email.

• Humanizing automation can improve customer relationships.

• Creating engaging content can lead to more conversations and opportunities.

Chapters

00:00 The Relevance of Funnels Today

02:46 Conversation-Based Funnels vs. Application Funnels

05:37 The Importance of Data Collection

08:33 Lead Magnets and Their Effectiveness

11:29 Crafting Compelling Titles for Lead Magnets

14:19 The Role of Text Messaging in Sales

17:10 Humanizing Automation in Communication

19:34 Effective Texting Strategies for Engagement

22:11 Narrowing Down Conversations with This or That Questions

26:03 Coffee Preferences and Customer Engagement

27:34 Navigating Social Media for Fitness Coaches

37:43 Funnel Optimization for Fitness Coaches

46:35 The Importance of Personal Branding

_ _ 

Assist Financial Planning L.L.C. (“Assist FP”) is a registered investment advisor offering advisory services in the State of Massachusetts and in other jurisdictions where exempted. Content may include topics related to tax planning and estate planning but should not be considered tax or legal advice. This material is for informational purposes only and not personalized advice. Investing involves risk. Past performance is not indicative of future results. Always consult your CPA, attorney, or financial planner before making financial decisions.

Want to work together? I offer financial planning & investment management services. Learn more or schedule a call at https://www.assistfp.com/

🔗 Connect with me → https://www.instagram.com/justingreenfp

RESOURCES:

Justin Mihaly on IG → https://www.instagram.com/jmihaly_/

_ _

Assist Financial Planning L.L.C. (“Assist FP”) is a registered investment advisor offering advisory services in the State of Massachusetts and in other jurisdictions where exempted. Content may include topics related to tax planning and estate planning but should not be considered tax or legal advice. This material is for informational purposes only and not personalized advice. Investing involves risk. Past performance is not indicative of future results. Always consult your CPA, attorney, or financial planner before making financial decisions.

In this video, we walk why I am rebranding the podcast to Financial Playbooks and the mission behind the rebrand.

What we cover:

• Introducing the new format focused on solo episodes offering in-depth financial advice for high-earning millennials. 

- Topics include financial goals, cashflow management, business finances, tax planning, and investment strategies.

Subscribe to stay updated on upcoming content and get personalized financial questions answered.

=======================

🔗 Connect with me → instagram.com/justingreenfp

Want to work together? I offer financial planning & investment management services. Learn more or schedule a call at www.assistfp.com.

_ _ 

Assist Financial Planning L.L.C. (“Assist FP”) is a registered investment advisor offering advisory services in the State of Massachusetts and in other jurisdictions where exempted. Content may include topics related to tax planning and estate planning but should not be considered tax or legal advice. This material is for informational purposes only and not personalized advice. Investing involves risk. Past performance is not indicative of future results. Always consult your CPA, attorney, or financial planner before making financial decisions.

In this conversation, Justin Green interviews Ashley Schwartz, founder of the Busy Mom Method, who shares her remarkable journey from a corporate career in oil and gas to becoming a successful fitness coach. Ashley discusses her impressive first-year revenue of nearly $500,000, the importance of mindset, and the strategies she employed to build her business. She emphasizes the significance of investing in coaching, finding the right clients, and creating a supportive team environment. Ashley also shares her vision for the future, including her desire to travel with her family and maintain a healthy work-life balance.

Connect w/ Justin on Instagram

Connect w/ Ashley on Instagram

--

00:00 From Corporate to Coaching: Ashley's Journey

03:06 Building a Business: The First Steps

05:55 Overcoming Imposter Syndrome and Finding Clients

08:49 Investing in Coaching: The Right Support Matters

11:55 Navigating Challenges: The Reality of Entrepreneurship

15:14 Finding Your Why: Aligning Business with Family Values

18:00 Scaling Up: The Transition to Full-Time Coaching

23:11 The Importance of Discipline and Consistency in Business

24:25 Building an Organic Following Before Running Ads

26:34 The Role of Accountability in Business Success

28:53 Scaling Up: Transitioning from Organic to Paid Leads

30:39 Building a Supportive Team for Sustainable Growth

32:46 Creating a Positive Work Environment for Coaches

34:12 Balancing Scarcity and Abundance Mindsets

37:20 The Journey to Financial Stability and Parenthood

41:52 Vision for the Future: Family, Travel, and Business Growth

47:06 Disclaimers

Book a 90 Minute Financial Health Consult ⁠⁠to get an actionable plan to better manage your finances.

–

In this episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™, sits down with Ali Gilbert, founder of Silverback Coaching & Silverback Summit, to discuss the dos and don'ts of building a personal brand as an online coach.

The conversation emphasizes the importance of building an authentic personal brand, ignoring the haters, and building a successful coaching business.

Connect with Justin Green on ⁠⁠Instagram⁠⁠

Connect with Ali Gilbert on ⁠⁠Instagram⁠⁠

-

00:00 Introduction to the Podcast

00:12 Meet Ali Gilbert

01:11 Ali's Journey into Men's Health

03:48 Building a Remote Coaching Business

05:48 Navigating the Medical and Fitness Worlds

06:57 Challenges as a Woman in Men's Health

08:41 The Power of Personal Branding

14:44 Dealing with Online Negativity

23:41 Self-Deprecating Fashion Choices

24:46 Building a Personal Brand: Common Mistakes

26:46 Authenticity and Relatability in Coaching

32:45 Balancing Personal Life and Social Media

43:48 Practical Tips for Coaches on Camera

48:20 Men's Health Summit and Social Media Handles

In this solo episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™️, talks about what is going on right now in the stock market and what it means for you as a high earning MiIllennial business owner and professional.

⁠⁠⁠⁠Connect with Justin Green⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

⁠⁠Fix your Cash Flow Training⁠

--

00:38 Understanding Market Fluctuations

01:46 Impact of Tariffs on the Market

05:21 Investment Strategies During Volatility

07:40 Caution for Short-Term Goals

08:51 Fitness Analogy and Final Advice

Book a 90 Minute Financial Health Consult ⁠to get an actionable plan to better manage your finances.

–

In this episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™, sits down with Emily Carlson, founder of Always Rising Agency, to discuss the keys to building a sustainable coaching business.

The conversation emphasizes the importance of building real wealth, authentic marketing, and focusing on client retention and satisfaction.

Connect with Justin Green on ⁠Instagram⁠

Connect with Emily Carlson on ⁠Instagram⁠

-

00:00 Introduction and Guest Overview

01:00 The Problem with Hustle Culture

02:34 Revenue vs. Real Wealth

04:10 The Flaws of Business in a Box

09:09 Emily's Journey to Success

15:27 Balancing Money and Fulfillment

23:25 Pivoting and Realigning the Business

23:38 Authenticity in Business and Social Media

24:34 Challenges of Maintaining Authenticity Online

25:23 The Importance of Client Connection

25:44 Consistency Between Online and Offline Personas

27:31 Helping Coaches Build Sustainable Businesses

31:34 The Art of Coaching and Client Retention

32:39 Psychology and Marketing in Coaching

34:44 Balancing Sales Skills and Authenticity

36:44 Focusing on Client Experience and Retention

40:10 The Future of Coaching: Sustainability and Authenticity

43:26 The Role of Sales in Coaching

In this solo episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™️, answers one the most popular questions he gets from online business owners:

How Much Should I Reinvest into my Business?

You might be surprised by his answer!

⁠⁠⁠Connect with Justin Green⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

⁠Fix your Cash Flow Training

--

00:00 Introduction and Podcast Updates

00:33 Financial Consultation Call Details

01:49 Reinvesting in Your Business: The Barbell Strategy

04:13 Investing in the Stock Market

06:01 Balancing Business and Personal Investments

08:25 Lessons from Alex Hormozi

09:30 Conclusion and Final Thoughts

In this solo episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™️, shares 3 tips for how to prepare your finances for the recession that everyone thinks is coming.

Is it coming? I don't know. But I'll get you prepared anyways!

⁠⁠Connect with Justin Green⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Fix your Cash Flow Training

--

00:00 Introduction and Podcast Goals

00:12 Is a Recession Coming?

01:07 Emergency Fund Essentials

02:51 Prioritizing Recurring Revenue

03:47 Keeping Expenses Lean

05:24 Avoiding Lifestyle Creep

07:43 Opportunities During a Recession

08:59 Conclusion and Additional Resources

Book a 90 Minute Financial Health Consult to get an actionable plan to better manage your finances.

–

In this episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™, sits down with Paul Oneid, founder of Master Athletic Performance, to discuss the keys to building and scaling a successful online fitness coaching business.

They explore the common challenges coaches face, the importance of leveraging existing networks over social media for marketing, and the power of providing great free resources, or lead magnets, to convert potential clients. Paul emphasizes the crucial role of building deep client relationships and regular, meaningful engagement. He also touches on effective pricing strategies, values-driven service offerings, and the impact of personal and business freedom on the notion of wealth.

Connect with Justin Green on Instagram

Connect with Paul Oneid on Instagram

-

00:00 Introduction and Casual Conversation

00:56 Challenges Coaches Face in Growing Their Business

01:30 Leveraging Existing Networks and Email Lists

03:27 Effective Lead Magnets and Free Resources

04:58 The Power of Open Q&A Sessions

08:40 Understanding Your Ideal Client and Community Engagement

12:02 Building Strong Client Relationships

12:44 The Importance of Being a Better Coach

15:19 Onboarding and Client Communication Strategies

21:38 The Role of AI in Coaching and Education

23:58 Setting Your Coaching Rates

25:05 Maximizing Client Efficiency

26:11 Pricing Strategies and Market Considerations

28:27 Building a Sustainable Coaching Business

33:55 Scaling Your Coaching Business

36:20 Hiring and Team Management

43:01 Defining Wealth and Success

44:50 Where to Find Us Online