All Episodes

#206: What do I do when a past client reaches out for "free" advice?

#205: Guilt & Shame Around Money

#204: FINRA Fellowship - A Path to AFC® Certification for Military Spouses

#203: Estate Planning/Wills

#202: Just Do It -- Creating Content for Your Niche

#201: Tax Deductions 101

#200: Your Business Emergency Plan

#199: How to Vet a Financial Advisor

#198: From the Vault: Tax Obligations - 1099 Requirements

#197: The 50-year mortgage

#196: What are the Most Effective Marketing Strategies to Get Clients?

#195: All About Lead Magnets

#194: AI For Financial Coaches

#193: AFCPE Symposium Q&A with AFCPE Executive Director Rachael DeLeon

#192: Analyzing the gurus: Endorsements

#191: Analyzing the gurus: Money Guy Show

#190: Analyzing the gurus: Clark Howard

#189: Analyzing the gurus: Robert Kiyosaki

#188: Announcement & A Marketing Success Story

#187: Analyzing the gurus: Tori Dunlap

186: Analyzing the gurus: Suze Orman

#185: Paid Search Advertising

#184: Analyzing the gurus: Ramit Sethi

#183: Analyzing the gurus: Dave Ramsey

#182: Chapter 4 - A Systemic Approach to Understanding Diversity in Financial Counseling

#181: Chapter 3 - The Practice of Financial Counseling

#180: Building an authentic brand

#179: What if I can't have more than $3000 in my savings due to governmental benefits?

#178: Financial Counseling Chapter 2 - Personal Finance Competencies in the Practice of Financial Counseling

#177: Financial Counseling Chapter 1 - The Financial Counseling Profession

#176: What questions should I ask in an "end of service" questionnaire?

#175: How to build good credit card habits

#174: Should I offer discounts?

#173: State of Financial Coaching High Level Summary

#172: FINRA Fellowship - A Path to AFC Certification for Military Spouses

#171: Should I get a loan for _______?

#170: Should we recommend fintech "banks" to clients?

#169: Separating from Federal Government Jobs

#168: How do you find clients for the smallest possible financial commitment?

#167: What about AI Notetakers?

#166: Josh's systems: onboarding (aka coaching program)

#165: When should I consider adjusting my prices?

#164: How to Help Clients Set Motivating Goals

#163: How to Set Motivating Goals

#162: Side hustles: Good idea or destroyer of marriages?

#161: How do we as financial coaches talk about money with non-client friends and family?

#160: Should I buy a house now or wait?

#159: From the Vault - Marketing beyond social media

#158: From the Vault: Should I list my prices on my website?

#157: Does a mortgage make sense with high interest rates?

#156: What is a financial coach's role in a client's estate planning?

#155: Estate Planning - DIY Estate Planning

#154: From the Vault - What to do when a client is resistant to your ideas/suggestions

#153: Estate Planning -- Marital Assets

#152: Estate Planning -- Key People

#151: Estate Planning -- Trusts

#150: Prospecting Skills with guest Michael Tuttle

#149: Email marketing - How to get email subscribers onto a sales call

#148: Email marketing - How to build and maintain an email list

#147: Email marketing - Is buying email lists worth it?

#146: How Rahkim Sabree leaned into his niche to help people overcome financial trauma

#145: How to write pitches for reporters

#144: AFCPE Symposium Q&A with AFCPE Executive Director Rachael DeLeon and Willa Williams, Symposium Chair

#143: If I pay my kid for work, what regulations apply?

#142: How Brittany Bramlett launched her business and found success helping clients improve their financial wellbeing

#141: Retention Bonuses–the good and the bad

#140: How do I separate my business expenses if I work at multiple businesses?

#139: Is real estate really passive income?

#138: Getting quoted: is it worth paying to get featured in an article?

#137: Business setup basics

#136: Making your business fit into your desired schedule

#135: Is renting a home better than buying?

#134: New Laws that Affect Financial Coaches

#133: Credit versus Debit Cards

#132: Does cold messaging work?

#131: Marketing: quantity vs. quality

#130: The 411 on HSAs

#129: Corporate transparency and how it may affect you

#128: From the Vault - Investments to make in your business as a new financial coach

#127: How to answer the question, "So what do you do?"

#126: Non-profit corporation: How can I create/transform my business?

#125: Non-profit corporation: A good idea for my business?

#124: What are the top things that waste your time as a coach?

#123: Reading the Financial Tea Leaves - Ratio Analysis

#122: What's the difference between advice I give and advice that financial gurus give?

#121: How to avoid your sales call turning into a free coaching session

#120: How do I create effective business goals?

#119: Is the snowball method the best way to pay off debt?

#118 - “Whatever the client wants to talk about”

#117: What to do when you're stuck/in a funk...and how do I build a support system for myself as a new business owner?

#116 - What are ways to make money as a financial coach beyond 1:1 or group coaching?

#115: I have imposter syndrome–help!

#114: Paid vs Free Promotion Opportunities

#113: When (if ever) does whole life insurance make sense?

#112: How to choose a niche

#111: Is $1000 a big enough emergency fund?

#110: How we teach our kids about money

#109: Tax Obligations - 1099 requirements for 2024

#108: What do I need to do to legally give basic investment advice?

#107: What kind of retirement planning can a coach legally do?

#106: Re-release: Investments to make in your business as a new financial coach

#105: How to teach personal finance to groups of kids

#104: Client wins

#103: How do I encourage clients to send me referrals?

#102: Perfectionism: Why you should stop pretending you have your s*** together

#101: Perfectionism: What if I don't know everything?

#100: The State of Financial Coaching

#99: Timeblocking: Amazing Tool or Pointless Exercise?

#98: Our top software recommendations - Round 2

#97: Financial Coaching vs Life Coaching

#96: How to develop an elevator pitch

#95: Pros and cons to debt settlement companies

#94: Should I build referral relationships with advisers I wouldn't refer to?

#93: Scarcity Mindset In Your Business

#92: What is cashflow budgeting?

#91: How do you prepare for a known drop in income?

#90: How to find clients early in your business?

#89: What are my obligations for collecting sales tax?

#88: When should I start a blog?

#87: Launch Sample: Mission & Vision Statements and Vital Few Goals

#86: Let’s Talk Marketing Funnels!

#85: What info should I gather before a first meeting?

#84: Growing Your Audience with Ryan Roi

#83: Marketing options beyond social media

#82: How do you run a sales/prospecting call?

#81: Our top software recommendations

#80: Avoiding Liability

#79: Clients who don't make habit changes in 6 months

#78: How can I respond to the question, "Why is your price so high?"

#77: How do I set pricing with my first clients?

#76: Throwback: What should I cover in my first client meeting?

#75: What is my liability when answering questions in Facebook Groups?

#74: How do you find a VA and what can they help me do?

#73: How do you coach people with irregular income?

#72: Do you have to file taxes if you didn't earn any income?

#71: What should I ask in an "end of service" questionnaire?

#70: How do you overcome the objection of “I’d love to work with you but I just need some time?"

#69: Should I create an LLC/S-corp/B-corp/other/nothing? Part 2

#68: Should I create an LLC/S-corp/B-corp/other/nothing? Part 1

#67: Client Testimonials Best Practices

#66: How do client testimonials fit into marketing?

#65: How can I best bootstrap my financial coaching business?

#64: Guest Interview: Ryan Roi on the importance of investing in yourself

#63: What Do You Discuss on a Prospect Call?

#62: Ongoing Coaching: How do I continue to show value?

#61: Ongoing coaching: How do I structure it?

#60: Ongoing coaching: Should I offer it?

#59: What are the growing pains when scaling your part-time side hustle to a full-time business?

#58: How do you handle a client being paid biweekly?

#57: Holiday Special with Josh, Garrett, Amelie, and Emily Part 2

#56: Holiday Special with Josh, Garrett, Amelie, and Emily Part 1

#55: Imposter Syndrome Part 3: How increasing your technical knowledge can help reduce Impostor Syndrome

Episode 54: Imposter Syndrome Part 2: Impostor Syndrome around your coaching process

#53: Imposter Syndrome Part 1: What is Impostor Syndrome?

#52: Jason Sandmann's journey to becoming a behavioral wealth coach

#51: Sales Promotion Activities

#50: Refining Your Value Proposition

#49: Group Programs: How do you run them?

#48: Group Programs: How do you fill them?

#47: Group Programs: Should I do them?

#46: Facebook Ads! An Introduction

#45: Navigating Self-Employment Taxes

#44: How to build workflows in your business?

#43: Marketing beyond social media

#42: When is debt good?

#41: How to keep track of where clients are in the process

#40: Rent vs. Buy

#39: What to do when couples have a different view of managing money than you?

#38: How much time to have between your meetings?

#37: How to turn social media followers into clients?

#36: Life Insurance: The thunderdome throwdown!

#35: Responding to Emotion - Navigating Emotional Client Conversations

#34: How to follow up with prospects

#33: What to do when a client asks to take out a loan for home renovations?

#32: When to hire help

#31: Should I list my prices on my website?

#30: Should I get the AFC (Accredited Financial Counselor) designation?

#29: Paid Search Advertising

#28: What is a good account for an emergency fund besides a savings account?

#27: How do I fire a client?

#26: How do I do quarterly tax filings?

#25: What software is there designed for financial coaches?

#23: Investments to make in your business as a new financial coach

#24: How Fellow Financial Coach Amelie Found her Niche, and Early Success

#22: How to Navigate When Couples Fight or Argue During Sessions

#21: Best Practices for Asking for Referrals from Referral Partners

#20: What Bookkeeping Software Should I Use And Do I Need It?

#19: What is a Marketing Funnel and How Do I Create One?

#18: How Can I Make My Coaching Process Unique and Have It Stand Out?

#17: What to Do When a Client is Resistant to Your Ideas/Suggestions?

#16: Is Buying a New Car Really a Bad Idea?

#15: How Do I Spend Less Time Preparing For Client Meetings But Still Provide The Same Value?

#14: What are Workflows and Why are They Important?

#13: What are Best Practices When Asking for Client Referrals from Friends and Family?

#12: Freebies: When to Use Them, When to Not

#11: What is Marketing vs. Advertising vs. Sales?

#10: How Do I Handle Questions From Clients I Don't Know The Answer To?

#9: Should I Start a Blog or Newsletter?

#8: How Do I Raise My Prices With Existing Clients?

#7: What to Do When Clients aren't Following Through on Recommendations/Homework?

#6: What certifications/trainings do I need before coaching clients?

#5: What are the Most Effective Marketing Strategies to Get Clients?

#4: Should I Put My Pricing On My Website?

#3: Managing Impostor Syndrome Around Your Coaching Process

#2: How to Get Clients at the Beginning of Your Practice

#1: Your Successful Financial Coaching Business: Help with Getting Clients, Working with Clients, and Running the Business.