EPISODE · May 16, 2023 · 25 MIN
#74: How do you find a VA and what can they help me do?
from Financial Coaches Network - The Podcast: Build your Financial Coaching Business · host Joshua Escalante Troesh, Garrett Philbin, Amelie Riendl, and Emily Blain
Join Josh and Amelie to discuss all things VA! How do you find one, and what tasks can they help with? Top takeaways: Start by listing all your business taxes, and then go through asking yourself, “how much do I enjoy this?” and “how good am I at this?” and “how important is this to my business?” Identify the time sucks that aren’t moving the business forward. When you first start looking for a VA, ask other business owners for VA leads. If you have a one-time project, hire an expert in that area. If you have an ongoing need, hire a VA. If the VA is going to have ANY access to any amount of client data (name, where they bank, debt levels, credit score, etc.), you need to have a legal agreement that is reviewed by an attorney. 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 coaches and advisers. 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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#74: How do you find a VA and what can they help me do?
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