#181: Chapter 3 - The Practice of Financial Counseling episode artwork

EPISODE · Jun 3, 2025 · 26 MIN

#181: Chapter 3 - The Practice of Financial Counseling

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

Josh and Emily discuss the third chapter of the Financial Counseling textbook, The Practice of Financial Counseling. Top takeaways: Relationship building is key. There’s a fine line between being supportive and being an enabler. Make sure you set boundaries around what you can and cannot do for clients. It’s important to leave space for clients to suggest their own ideas. The more time you spend listening, the better you’re able to help your clients. 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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#181: Chapter 3 - The Practice of Financial Counseling

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This episode was published on June 3, 2025.

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Josh and Emily discuss the third chapter of the Financial Counseling textbook, The Practice of Financial Counseling. Top takeaways: Relationship building is key. There’s a fine line between being supportive and being an enabler. Make sure you set...

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