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

By Joshua Escalante Troesh, Garrett Philbin, Amelie Riendl, and Emily BlainBusiness Entrepreneurship

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

January 18, 2022#7: What to Do When Clients aren't Following Through on Recommendations/Homework?
Episode 7
What to Do When Clients aren't Following Through on Recommendations/Homework?
02:37 - When Clients Don’t Do Their Homework
05:12 - Our Initial Reactions as Coaches
06:20 - The Best Thing You Can Do
07:12 - How to Control the Negative Effects of Your Emotions
09:17 - Exploring Things Both Within and Outside a Client’s Control
10:33 - Understanding the Why Behind It Helps Them Make That Progress
13:43 - Knowing What Not to Push on Certain Things
16:32 - The Importance of Having a Financial Helper
19:49 - Allowing the Client to Choose
20:21 - How Recommendations Can Get Lost
21:11 - Understanding the Best Way to Help Clients Reach Their Goals
21:44 - Making Recommendations Based on Your Client’s Goals
23:23 - Structuring Your Program with Your Clients
25:36 - It's About The Client, and It’s Not About Us
Want help building or growing a successful financial coaching business? Find resources below based on where you’re at in your journey:
Deciding whether Financial Coaching is right for you? Join our free Facebook Community with over 5000 current and aspiring financial coaches! https://www.facebook.com/groups/financialcoachescommunity
Already decided you’re going to be a Financial Coach and want to learn more? Get 30+ tips and best practices in our free 8-part email series! https://www.financialcoachesnetwork.com/pre-launch-email-series
Ready to Launch your Financial Coaching business? Join FCN Launch, our step-by-step program that will help you successfully launch your business in four months and grow it to a consistent part-time income. https://www.financialcoachesnetwork.com/launch
Are you already coaching clients and want to grow your business to a full-time income? Join FCN Grow, our program that helps you scale your business to a full-time income. https://www.financialcoachesnetwork.com/grow
30 min
January 11, 2022#6: What certifications/trainings do I need before coaching clients?
EPISODE 6
What Certifications/Training Do I Need Before Coaching Clients?
01: 14 - Certifications and Training Required to be a Financial Coach
02:00 - The Confusion Between Certifications and Licenses
04:59 - Financial Coaching Defined
06:00 - Different Laws/Rules Regarding Certifications and Licenses
07:10 - Being Careful with Insurance
08:21 - Being Careful with Taxes
09:02 - Being Careful with Anything Related to the Law
09:57 - Being Extra Careful with Investments
12:03 – Different Perspectives Within the Financial Coaching Industry
14:37 - Financial Coaching Doesn't Have Any Legal Certification Requirements
16:19 - Financial Coaches have an Obligation to Their Clients
18:10 - Understanding Your Blind Spots
22:51 - Certifications Will Help Build Your Business
25:02 - The Self-Selection Bias
28:40 - Continuing Education Will Make You Better at Your Profession
31:28 - It's About Building Your Knowledge and Trust
Want help building or growing a successful financial coaching business? Find resources below based on where you’re at in your journey:
Deciding whether Financial Coaching is right for you? Join our free Facebook Community with over 5000 current and aspiring financial coaches! https://www.facebook.com/groups/financialcoachescommunity
Already decided you’re going to be a Financial Coach and want to learn more? Get 30+ tips and best practices in our free 8-part email series! https://www.financialcoachesnetwork.com/pre-launch-email-series
Ready to Launch your Financial Coaching business? Join FCN Launch, our step-by-step program that will help you successfully launch your business in four months and grow it to a consistent part-time income. https://www.financialcoachesnetwork.com/launch
Are you already coaching clients and want to grow your business to a full-time income? Join FCN Grow, our program that helps you scale your business to a full-time income. https://www.financialcoachesnetwork.com/grow
39 min
December 28, 2021#5: What are the Most Effective Marketing Strategies to Get Clients?
What are the Most Effective Marketing Strategies to Get Clients?
2:15 - The Reality: There's NO Silver Bullet
2:59 - Not All of Your Clients are Active on Facebook
6:33 - Do Your Research and Understand Your Niche
7:57 - Finding Alignment With What You Do and Match It With a Potential Medium
9:16 - You Have to Start With Who is Your Audience
12:11 - Not All Marketing Strategies Have the Same Results
13:53 - Getting People to Go Through a Series of Processes
14:17 - What Ad Campaigns Do in Marketing?
15:44 - Focusing on a Particular Channel and Building Engagement With Your Audience
18:11 - Leveraging the People You Already Have Personal Relationships With
18:46 - You Can Learn a Lot From the Multilevel Marketing Methodology
20:24 - The Basic Ideas of Utilizing Your Existing Network
22:38 - The Stuff That's Going to Work is the Stuff That's Scary
27:22 - Recommendation on a Marketing Strategy to Get Clients
29:40 - The Long-Term Marketing Strategies
32:01 - Leveraging the Relationship With People Who Already Know You

Want help building or growing a successful financial coaching business? Find resources below based on where you’re at in your journey:
Deciding whether Financial Coaching is right for you? Join our free Facebook Community with over 5000 current and aspiring financial coaches! https://www.facebook.com/groups/financialcoachescommunity
Already decided you’re going to be a Financial Coach and want to learn more? Get 30+ tips and best practices in our free 8-part email series! https://www.financialcoachesnetwork.com/pre-launch-email-series
Ready to Launch your Financial Coaching business? Join FCN Launch, our step-by-step program that will help you successfully launch your business in four months and grow it to a consistent part-time income. https://www.financialcoachesnetwork.com/launch
Are you already coaching clients and want to grow your business to a full-time income? Join FCN Grow, our program that helps you scale your business to a full-time income. https://www.financialcoachesnetwork.com/grow
35 min
December 14, 2021#4: Should I Put My Pricing On My Website?
EPISODE 4
Should I Put My Pricing On My Website?
01:47 - The Existing Debate Over This Topic
07:07 - What’s Behind this Question
09:15 - The Point of Views From Different Perspectives
14:43 - Potential Conflict of Interest
17:56 - Will It Stop Me From Getting Clients?
18:35 - The Value and Benefits to Justify Your Price
21:08 - Can Sales Calls Be Manipulative?
22:28 - What’s the Sales Call All About?
23:28 - Putting the Price on the Website May Lose Potential Clients
25:23 - Pricing on the Website Builds Trust
27:13 - Adjusting Your Price
30:52 - Should You Lower Your Price to Get More Clients?
34:45 - Should You Include the Upsell Part After the Initial Deep Dive On the Website?
43:04 - How to Present Your Pricing on the Website?
Want help building or growing a successful financial coaching business? Find resources below based on where you’re at in your journey:
- Deciding whether Financial Coaching is right for you? Join our free Facebook Community with over 5000 current and aspiring financial coaches!
- Already decided you’re going to be a Financial Coach and want to learn more? Get 30+ tips and best practices in our free 8-part email series!
- Ready to Launch your Financial Coaching business? Join FCN Launch, our step-by-step program that will help you successfully launch your business in four months and grow it to a consistent part-time income.
- Are you already coaching clients and want to grow your business to a full-time income? Join FCN Grow, our program that helps you scale your business to a full-time income.
48 min
December 07, 2021#3: Managing Impostor Syndrome Around Your Coaching Process
EPISODE 3
Managing Impostor Syndrome Around Your Coaching Process
01:51 - Defining of Impostor Syndrome
04:50 - An Effective Way to Embrace Impostor Syndrome
11:45 - Realize Where You are and Where You Need to Go
18:15 - Look for the Information Relevant to Your Clients
20:35 - Identify Your Actual Coaching Process
23:31 - Why Workflows Build Confidence
28:20 - Let Your Clients Know Your Process
Want help building or growing a successful financial coaching business? Find resources below based on where you’re at in your journey:
- Deciding whether Financial Coaching is right for you? Join our free Facebook Community with over 5000 current and aspiring financial coaches!
- Already decided you’re going to be a Financial Coach and want to learn more? Get 30+ tips and best practices in our free 8-part email series!
- Ready to Launch your Financial Coaching business? Join FCN Launch, our step-by-step program that will help you successfully launch your business in four months and grow it to a consistent part-time income.
- Are you already coaching clients and want to grow your business to a full-time income? Join FCN Grow, our program that helps you scale your business to a full-time income.
38 min
November 30, 2021#2: How to Get Clients at the Beginning of Your Practice
EPISODE 2
How to Get Clients at the Beginning of Your Practice
2:44 - How do I get my first few clients?
14:19 - Building Trust
15:31 - Building Confidence
20:53 - Your First Group of Clients
24:50 - Things You Shouldn’t Do When You’re Starting Off
26:15 - Social Media Influence
Want help building or growing a successful financial coaching business? Find resources below based on where you’re at in your journey:
- Deciding whether Financial Coaching is right for you? Join our free Facebook Community with over 5000 current and aspiring financial coaches!
- Already decided you’re going to be a Financial Coach and want to learn more? Get 30+ tips and best practices in our free 8-part email series!
- Ready to Launch your Financial Coaching business? Join FCN Launch, our step-by-step program that will help you successfully launch your business in four months and grow it to a consistent part-time income.
- Are you already coaching clients and want to grow your business to a full-time income? Join FCN Grow, our program that helps you scale your business to a full-time income.
40 min
November 23, 2021#1: Your Successful Financial Coaching Business: Help with Getting Clients, Working with Clients, and Running the Business.
EPISODE 1
Your Successful Financial Coaching Business: Help with Getting Clients, Working with Clients, and Running the Business.
Financial Coaches Network Podcast: All You Need to Know About Financial Coaching
01:38 - Garrett Background
4:18 - Josh’s Background
7:12 - What is Financial Coaching?
11:55 - A Holistic View of Financial Management
13:34 - What is the Purpose of This Podcast?
17:21 - How to Define Your Niche
18:15 - What Do People Get From Listening to Your Podcast?
18:23 - The Three Pillars for Successfully Building a Financial Coaching Business
18:55 - How do I get clients?
20:58 - Working With Clients
22:46 - Running The Business
24:38 - Our Reasons for Starting This Podcast
Want help building or growing a successful financial coaching business? Find resources below based on where you’re at in your journey:
- Deciding whether Financial Coaching is right for you? Join our free Facebook Community with over 5000 current and aspiring financial coaches!
- Already decided you’re going to be a Financial Coach and want to learn more? Get 30+ tips and best practices in our free 8-part email series!
- Ready to Launch your Financial Coaching business? Join FCN Launch, our step-by-step program that will help you successfully launch your business in four months and grow it to a consistent part-time income.
- Are you already coaching clients and want to grow your business to a full-time income? Join FCN Grow, our program that helps you scale your business to a full-time income.
31 min

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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…