#177: Financial Counseling Chapter 1 - The Financial Counseling Profession

Josh and Amelie discuss the first chapter of the Financial Counseling textbook by Durband, Law, and Mazzolini.  Top takeaways: Many AFCs work on military bases, in non-profits, or in private practice, but there are also opportunities in banks, schools, hospitals, and more. For one-time engagements, technology isn’t as important, but for longer-term engagements, most clients are going to expect some kind of budgeting technology. Counselors should be careful about building codependent, ongoing relationships with clients. Building relationships with other professionals is important so you can refer out. 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