Episode 25: What software is there designed for financial coaches? Join Josh and Garrett as they talk about what software is out there to make your life easier as a coach. It’s not really feasible to trust clients on their rough estimates of how much they spent; we as coaches really need hard numbers. 3 key takeaways: Software for financial advisers just doesn’t really cut it; it often doesn’t have great cashflow planning AND can open you up to liability with tools that you’re not legally allowed to use. Plus they’re super expensive for a new financial coach! FCN has partnered with an Australian company to port their existing software to the USA! At the end of your coaching program, you can continue providing immense value to your clients by continuing to categorize transactions for them—and you can continue to charge them for that while remaining front-of-mind for any future needs they have.a.) People pay for convenience all the time (hiring someone to mow their lawn instead of doing it themselves, using Instacart instead of going to the grocery store, ordering takeout/Doordash/whathaveyou instead of cooking!)b.) The belief that “clients need to do it themselves to get value” is just incorrect. Resources mentioned in this episode: We’re gathering emails so we can let you know when FCN’s MoneyCoach software (formerly known as Your Spending Tracker/YST) is ready for you! Sign up here. FCN Launch (new cohort beginning June 5!) 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

Episode 24: How fellow financial coach (and FCN team member!) Amelie found her niche and early success Garrett and Amelie discuss Amelie’s coaching journey so far, from being one of FCN Launch’s first members to receiving a scholarship for the AFCPE (Association for Financial Counseling & Planning Education) program. 3 key takeaways Niches are important, even though it can be scary to narrow things down. It’s ok to change your niche! Think about WHY you want to start your own business. Entrepreneurship is glorified and not easy! Resources mentioned in this episode: FCN Financial Coaching Roadmap AFCPE 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

Episode 22: How to navigate when couples fight or argue during sessions   Couples may not openly start yelling at each other during sessions very often, but passive aggressive snips are certainly a possibility. How do you handle those situations?   3 key takeaways Don’t take sides, as hard as it can be sometimes! Help each person understand their partner’s perspective. When one person doesn’t want to take your recommendations, first recognize that your recommendation isn’t always right and then dig into why.    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

Best Practices For Asking For Referrals From Referral Partners 02:23 - Why Not Make Referral Partners Your Priority When First Starting Off 02:55 - Building Up Referral Partners, Building Up That Trust 04:18 - Having a Certain Level of Vulnerability and Honesty With Your Referral Partners 05:29 - No Successful Business Owner Looks Badly Upon You For Having No Clients 06:14 - Every Business Owner Experiences Ups and Downs 07:41 - Maintaining the Relationship With Your Clients 10:42 - Care to Understand What's Going On With the Clients Across the Real or Virtual Table 11:35 - Referral Partnership is Very Much a Personal Relationship 12:45 - Doing It Incorrectly - You're Not Building a Genuine Relationship 13:49 - The Psychological Theory and Evidence Behind That Humans Need Personal Connection 15:16 - The Norm of Having Referral Partner Relationship in Business 17:11 - Having No Conflict of interest 20:09 - Not Getting Confused Insight with Confirmation 21:48 - Trying to Cultivate These Relationships From How Can You Benefit Clients’ Perspective  22:56 - Understanding Not Just From a Legal Perspective, But From a Relationship Perspective  25:55 - If Someone Sends You Referrals - Keep Them Posted 26:48 -Doing Particular Actions That Could Lead to Clients, Not Just Focusing on the Clients Themselves   Resources mentioned in this episode: CFP  CFA  IRS - https://www.irs.gov/ Department of Labor - https://www.dol.gov/   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  

Episode 20: What Bookkeeping Software Should I Use And Do I Need It? 01:20 - Bookkeeping Defined 02:50 - The Tax Rules Related to Bookkeeping 05:13 - Start Doing Bookkeeping Sooner Rather Than Later 08:45 - The Categorization of the Income and Expenses 10:26 - The More Serious You are in Business, the Earlier You Should Start Getting Help in Bookkeeping 11:56 - The Help of CPAs and Bookkeepers in Setting Up Your Business 16:48 - Finding a Good Bookkeeper Helps Save Time and Money 23:52 - The Way You Should Get Bookkeepers 33:15 - Suggestions for People Who Hesitate to Get Help From a Bookkeeper or a CPA 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

Episode 19 : What is a Marketing Funnel and How Do I Create One? 00:46 - Everyone Wants to Know What Funnels are 01:39 - Marketing Funnels That Work…Don’t Work 02:24 - Marketing Funnel = Advertising Campaign 05:26 - Aligning Your Marketing Campaigns with Your Client’s Journey 07:09 - Having Success with a Marketing Ecosystem 08:12 - The Ecosystem and the Funnel Defined 09:33 - The Overview of a Marketing Funnel 11:24 - Understanding the Different Stages of Becoming a Financial Coach 16:28 - The Importance of Building Relationships With Your Clients 17:26 - Making Your Advertising Campaigns More Effective and Better Over Time 18:28 - Figuring Out What Marketing Funnel Works 22:27 - Consider Your End Goals When Choosing a Marketing Funnel 28:13 - Rehashing Why There Are No One-Size-Fits-All Marketing Funnels Resources mentioned in this episode: Knowledge Center in Launch: http://financialcoachesnetwork.com/knowledge-center AFC: https://www.afcpe.org/certification/accredited-financial-counselor/ 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

00:43 - Being Unique Makes Marketing Easier 01:37 - Dispelling the Myth That “X” Is a Commodity 04:22 - Viewing Coaching As a Commodity 05:10 - Being Unique Gives Prospects a Compelling Reason to Choose You Over Anyone Else 09:10 - Why One Size Fits All Does Not Work 12:38 - Challenges and Disadvantages to a Generic Program 14:35 - Followthrough and Referability 15:05 - How Do You Make Your Program Unique? 18:37 - The Work of Research On Your Target Market 23:12 - How Have Some “Generalist” Coaches Made It As a Full-time Coach? 29:25 - Things You Have to Understand About Your Niche 20:57 - Understanding and Anticipating the Needs of the Target Market 32:25 - Information on FCN’s Launch Program Note: If you’re looking to go through the FCN Launch program with a cohort of other coaches at a similar point in their business, consider signing up for Launch for our May 2022 Cohort! If you’d like more information, check out our website https://www.financialcoachesnetwork.com/launch or email [email protected] 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

Episode 17: What to Do When a Client is Resistant to Your Ideas/Suggestions? 02:34 - 3 Reasons A Client Might Be Resistant 03:53 - Garrett’s Experience With a Resistant Client 05:20 - Reason #1 - Coaches Need To Take Ownership of Their Tendency to Judge 09:02 - Really Looking at It From the Perspective of Your Clients 12:10 - Recognize Your Clients’ “Sacred Cows” 15:45 - Reason #2 - Client Doesn’t Understand Why Something is Important 20:31 - Recommendations On How to Start the Conversation 24:14 - Don’t Take Ownership of Other People's Decisions 29:03 - Reason #3 - Understanding How Past Experiences Affect the Future 35:03 - Not Being Perfect as a Coach is Not a Bad Thing 38:38 - Hypothetical: What If “Sacred Cows” are 85% of Household Income? 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

Episode 16: Is Buying a New Car Really a Bad Idea? 02:33 - A New Car Depreciates Slightly Rapidly 04:12 - Buying a Used Car is Not Always the Better Option 06:13 - New Versus Used Insurance and Taxes 07:51 - Gas Mileage - One of the Hidden Costs of Owning A Car 10:33 - Money Exists So That We Can Use It, Not to Hoard It 12:34 - Different Factors to Consider When Buying a Car 15:18 - Buying a Used Car Versus a New Car 19:04 - Arguing About Buying a Car Could Damage a Relationship 23:49 - The Concept of Sacrificing All Today for the Future 26:23 - Letting the Client Make the Decision 27:34 - Buying Cars Can Align with People's Values 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

Episode 15: How Do I Spend Less Time Preparing For Client Meetings But Still Provide The Same Value? 01:05 - Garrett’s Experience from the First Couple of Years of Coaching 02:54 - The Balance Between Process Standardization and Customization 05:07 - Falling Into the Fundamental Trap of Catering to Individual Clients 07:13 - Process Standardization Takes Over Everything 12:55 - Making the Meeting Productive 15:06 - When You Start Scaling Your Business 15:49 - Providing the Same Level of Value With a Lot Less of Time 17:17 - Additional Time for Sales Leads to More Referrals 18:56 - Efficiency Determines Success or Failure in a Business 20:33 - Getting Into the Standardized Process as Quickly as Possible 21:42 - The Standardized Process to Address Clients’ Concerns and Needs 25:05 - The Importance of Having Templates for Everything 30:41 - The Bottom Line 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

Episode 14: What are Workflows and Why are They Important? 02:49 - Understanding Workflows and Processes 04:43 - Setting Up Workflows for a Project 06:26 - Standardizing a Process with a Series of Steps 08:39 - Turning Processes Into a Visual Workflow 09:49 - Planning Out the Work with the Client 11:35 - Doing Your Work with Less Effort 16:15 - Making Adjustments to the Workflows 20:22 - Using Checklist to Break Down Tasks 24:06 - Financial Coaching-Related Prospect Workflows 29:22 - Don’t Lose Out on Clients and Sales Opportunites 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

Episode 13: What are Best Practices When Asking for Client Referrals from Friends and Family? 04:10 - Asking Friends and Family to Find You Clients 05:53 - Identifying the Needs of Your Niche 06:45 - Understanding Who It Is You're Serving 09:41 - Why it’s Important to Think of Actual People 13:01 - Having a Reason to Send Client Referrals 16:02 - Being Sensitive to Talk About Money-Related Issues 21:52 - Common Problems in Client Referrals 24:31 - The Transparency of What the Process Looks Like 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

Episode 12: Freebies: When to Use Them, When to Not 01:40 - Examples of Freebies 02:52 - Freebies Defined 03:44 - Developing and Designing Your Freebies 05:08 - Freebies Relevant to Your Audience 07:21 - Having a Powerful Connection to the Budget 08:35 - Understanding the Rest of the System 08:57 - The Strategy Behind the Freebie 10:36 - Creating a Freebie Until a Very Specific Niche Has Been Identified 11:42 - Getting the Right People Under Your Niche 13:54 - Creating Unique Freebies to Stand Out 15:49 - Making Use of Freebies to Your Existing Clients 16:39 - Common Premium Freebies with the Company logo 18:00 - Creating Something Memorable and Valuable 19:17 - Making Sure Your Audience Gets the Experience of Success 20:49 - Freebies Connected to Your Brand 21:42 - Freebies to Help Showcase Your Expertise 23:35 - Using Your Expertise to Show How Well You Know 26:09 - Making Your Freebies Valuable Resources mentioned in this episode: SEM Lauch Where are You on Your Financial Coaching Journey: https://www.financialcoachesnetwork.com/start-here 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

Episode 11 What is Marketing vs. Advertising vs. Sales? 01:59 - Marketing Defined 02:45 - The Three Primary Stakeholders of a Business 05:26 - The Four Marketing Tools of Marketing 11:35 - Marketing is a Lot Bigger Than Just Promotion 14:40 - Developing a Strategic Mission and Vision 15:03 - Advertising and Sales 17:31 - Publicity - A Particular Communication to Your Audience 18:23 - Advertising Explained 21:45 - Using Advertising After the Purchase Relationship 23:07 - Sales Promotion 24:47 - The Difference Between Sales and Advertising 27:20 - Identify Your Target Market 34:03 - Marketing a Business Besides Being Engaged on Social Media Resources mentioned in this episode: Knowledge Center in Launch: http://financialcoachesnetwork.com/knowledge-center 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

Episode 10 How Do I Handle Questions From Clients I Don't Know The Answer To? 01: 02 - It’s Okay to Not Know the Answer 01:34 - Making a Lie and Making Something Up 02:49 - Faking That You Know the Answer 02:58 - The Temptation to Lie Without Lying 05:05 - Cultivating the Fear Response 06:05 - Clients May Start Doubting You 07:43 - Don't Be Afraid that You Don't Know the Answer 07:58 - Protecting Your Integrity 09:33 - Charging Clients for the Extra Work Outside of the Sessions 11:20 - Determining the Value of Your Extra Work 13:28 - What to Do When You Don't Know the Answer 15:09 - Having Resources that You Trust 19:38 - Relying on Experts and Other Professionals 21:05 - Having a Niche and Connecting with the Right People 24:58 - Taking Time to do Research to Determine if Something is Missing 26:34 - Helping Clients Think and Ask Questions to Have Better Understanding 27:36 - Providing Value to Clients Resources mentioned in this episode: Internal Revenue Service Website: https://www.irs.gov/ Knowledge Center in Launch: http://financialcoachesnetwork.com/knowledge-center. AFC: https://www.afcpe.org/certification/accredited-financial-counselor/ 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

Episode 9 Should I Start a Blog or Newsletter? 02:08 - Irrational Exuberance About Having a Blog 03:31 - The Early Mover Advantage 05:08 - Starting a Blog to Build Relationships With People 07:09 - The Fundamental Problem of a Blog 08:47 - The Difference Between a Blog and a Newsletter 10:30 - Some Best Practices for Blogs 12:09 - Building Authority on Your Website Through Blogs 13:28 - The Time Required to Write a Blog 14:40 - When is the Best Time to Write a Blog? 16:32 - Focusing on Your Niche 19:46 - Staying in Touch With Clients or Prospects 23:26 - The Easier Way to Give Value to Your Clients 24:31 - The Benefits of a Newsletter 25:09 - Coming Up with a New Content on a Regular Basis 28:18 - Why Blogs Aren’t a Good Idea in the Beginning 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

Episode 8 How Do I Raise My Prices With Existing Clients? 01: 52 - Why Many Coaches Ask This Question 02:47 - Misalignment Between your Value and the Price 03:14 - The Fear of Communicating Prices With Clients 04:28 - Raising Your Price 07:29 - Understanding How Your Clients are Going to Perceive Your Price Increase 08:47 - How You Position Yourself Around this Matter 11:25 - Pricing Management, Evaluation, and Update 13:48 - The Inflation Adjustment 14:24 - Making Sure the Cost is Appropriate to Your Cost Structures 15:59 - Keep Up With Costs 18:52 - The Substantial Price Increase 20:15 - Explaining the Price Increase From the Perspective of the Client’s Benefit 27:58 - The Fear of Having a Price Increase, Causing Customers to Leave 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

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

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

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

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.

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.

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.

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.