EPISODE · Jul 4, 2023 · 41 MIN
#81: Our top software recommendations
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 Emily as they share software recommendations!! Top recommendations: Calendar - Calendly or Acuity (leaning towards Calendly having more features) Payment processor - AdvicePay (included with FCN membership) Website - FCN offers a customized website template plus hosting, otherwise Squarespace or Wix CRM - Dubsado (but it takes a LOT to customize), Wealthbox (but will also take quite a bit of customization), or just a spreadsheet (for your first 5-6 clients) Coaching/budgeting software - FCN MoneyCoach Accounting software - Quickbooks Email marketing software - ehhh? Nothing really stands out as better than the rest. Debt management/planning software - undebt.it Design software - Canva (or hire someone!) Tax planning software - Holistiplan (though Josh is considering switching to FP Alpha) Financial Planning software - Right Capital (though Josh is reevaluating this and may switch to eMoney) 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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#81: Our top software recommendations
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