#161: How do we as financial coaches talk about money with non-client friends and family? episode artwork

EPISODE · Jan 14, 2025 · 32 MIN

#161: How do we as financial coaches talk about money with non-client friends and family?

from Financial Coaches Network - The Podcast: Build your Financial Coaching Business · host Joshua Escalante Troesh, Garrett Philbin, Amelie Riendl, and Emily Blain

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 you don’t have all the information, do not give a clear answer (because you can’t know!). If someone is just casually chatting with you, you will not have all the information. In general conversations, asking questions is a better strategy to start with than answering questions. When trying to decide whether to talk to family about money, consider whether knowing information about them will change the dynamic of your relationship…and seriously consider referring out regardless. Working as an accountability partner with a family member (or friend) who you spend time with regularly can definitely lead to awkward situations. 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

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#161: How do we as financial coaches talk about money with non-client friends and family?

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