#81: Our top software recommendations episode artwork

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

NOW PLAYING

#81: Our top software recommendations

0:00 41:37

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Financial Coaches Network - The Podcast: Build your Financial Coaching Business?

This episode is 41 minutes long.

When was this Financial Coaches Network - The Podcast: Build your Financial Coaching Business episode published?

This episode was published on July 4, 2023.

What is this episode about?

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...

Can I download this Financial Coaches Network - The Podcast: Build your Financial Coaching Business episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!