#166: Josh's systems: onboarding (aka coaching program)

Top takeaways: Josh’s onboarding is a 3-month, 4- or 7- 7-meeting process for people who are not psychologically ready to be financial adviser clients. The first full 60-minute meeting is devoted to short- and long-term goals. It’s very hard to build a real budget without knowing where you are and where you’re going. Having short, regular accountability/working meetings is ok–Josh does 30-minute monthly meetings at the beginning and then longer, quarterly “get stuff done” meetings later. 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