EPISODE · Oct 4, 2022 · 31 MIN
#44: How to build workflows in your business?
from Financial Coaches Network - The Podcast: Build your Financial Coaching Business · host Joshua Escalante Troesh, Garrett Philbin, Amelie Riendl, and Emily Blain
Episode 44: How to build workflows in your business? What are workflows and why are they important? Join Josh and Garrett as they discuss how work flows help you save time and mental energy! Top takeaways: You cannot scale your business without workflows. Identify what are the steps, what are the decision points, what are the deliverables, what are the conversations… and in what order do all those things happen? Start with a very linear workflow, then start thinking about how to respond when life happens and things aren’t linear. Also, include time periods between steps. Resources mentioned in this episode: LucidChart (3 charts for free) 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 Looking for financial coaching software? Sign up for the interest list for FCN MoneyCoach, the premier cash flow analysis software for financial advisors and coaches. https://www.financialcoachesnetwork.com/money-coach 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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#44: How to build workflows in your business?
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