Joshua Escalante Troesh, Garrett Philbin, Amelie Riendl, and Emily Blain

Financial Coaches Network - The Podcast: Build your Financial Coaching Business

Business EN ↓ 210 episodes

Looking to build a successful financial coaching business? Join thousands of others in the Financial Coaches Community who are building successful financial coaching businesses. Hosted by Joshua Escalante-Troesh (CFP®, MBA), Garrett Philbin (AFC®, CMC®), Amelie Riendl (AFC®, PMP®), and Emily Blain (AFC®), each episode they take a deep dive into strategies, tools, and best practices for getting clients, working with clients, and running the back-end of your business.

Author

Joshua Escalante Troesh, Garrett Philbin, Amelie Riendl, and Emily Blain

Episodes

#10: How Do I Handle Questions From Clients I Don't Know The Answer To? 08.02.2022 29:21

Episode 10 How Do I Handle Questions From Clients I Don't Know The Answer To? 01: 02 - It’s Okay to Not Know the Answer 01:34 - Making a Lie and Making Something Up 02:49 - Faking That You Know the Answer 02:58 - The Temptation to Lie Without Lying 05:05 - Cultivating the Fear Response 06:05 - Clients May Start Doubting You 07:43 - Don't Be Afraid that You Don't Know the Answer 07:58 - Protecting...

#9: Should I Start a Blog or Newsletter? 01.02.2022 33:34

Episode 9 Should I Start a Blog or Newsletter? 02:08 - Irrational Exuberance About Having a Blog 03:31 - The Early Mover Advantage 05:08 - Starting a Blog to Build Relationships With People 07:09 - The Fundamental Problem of a Blog 08:47 - T he Difference Between a Blog and a Newsletter 10:30 - Some Best Practices for Blogs 12:09 - Building Authority on Your Website Through Blogs 13:28 - The...

#8: How Do I Raise My Prices With Existing Clients? 25.01.2022 29:36

Episode 8 How Do I Raise My Prices With Existing Clients? 01: 52 - Why Many Coaches Ask This Question 02:47 - Misalignment Between your Value and the Price 03:14 - The Fear of Communicating Prices With Clients 04:28 - Raising Your Price 07:29 - Understanding How Your Clients are Going to Perceive Your Price Increase 08:47 - How You Position Yourself Around this Matter 11:25 - Pricing Management, E...

#7: What to Do When Clients aren't Following Through on Recommendations/Homework? 18.01.2022 29:07

Episode 7 What to Do When Clients aren't Following Through on Recommendations/Homework? 02:37 - When Clients Don’t Do Their Homework 05:12 - Our Initial Reactions as Coaches 06:20 - The Best Thing You Can Do 07:12 - How to Control the Negative Effects of Your Emotions 09:17 - Exploring Things Both Within and Outside a Client’s Control 10:33 - Understanding the Why Behind It Helps Them Make That Pr...

#6: What certifications/trainings do I need before coaching clients? 11.01.2022 38:51

EPISODE 6 What Certifications/Training Do I Need Before Coaching Clients? 01: 14 - Certifications and Training Required to be a Financial Coach 02:00 - The Confusion Between Certifications and Licenses 04:59 - Financial Coaching Defined 06:00 - Different Laws/Rules Regarding Certifications and Licenses 07:10 - Being Careful with Insurance 08:21 - Being Careful with Taxes 09:02 - Being Careful with...

#5: What are the Most Effective Marketing Strategies to Get Clients? 28.12.2021 34:30

What are the Most Effective Marketing Strategies to Get Clients? 2:15 - The Reality: There's NO Silver Bullet 2:59  - Not All of Your Clients are Active on Facebook 6:33 - Do Your Research and Understand Your Niche 7:57 - Finding Alignment With What You Do and Match It With a Potential Medium 9:16 - You Have to Start With Who is Your Audience 12:11 - Not All Marketing Strategies Have the Same...

#4: Should I Put My Pricing On My Website? 14.12.2021 47:39

EPISODE 4 Should I Put My Pricing On My Website? 01:47 - The Existing Debate Over This Topic 07:07 - What’s Behind this Question 09:15 - The Point of Views From Different Perspectives 14:43 - Potential Conflict of Interest 17:56 - Will It Stop Me From Getting Clients? 18:35 - The Value and Benefits to Justify Your Price 21:08 - Can Sales Calls Be Manipulative? 22:28 - What’s the Sales Call All Abo...

#3: Managing Impostor Syndrome Around Your Coaching Process 07.12.2021 37:29

EPISODE 3 Managing Impostor Syndrome Around Your Coaching Process 01:51 - Defining of Impostor Syndrome 04:50 - An Effective Way to Embrace Impostor Syndrome 11:45 - Realize Where You are and Where You Need to Go 18:15 - Look for the Information Relevant to Your Clients 20:35 - Identify Your Actual Coaching Process 23:31 - Why Workflows Build Confidence 28:20 - Let Your Clients Know Your Process W...

#2: How to Get Clients at the Beginning of Your Practice 30.11.2021 39:45

EPISODE 2 How to Get Clients at the Beginning of Your Practice 2:44 - How do I get my first few clients? 14:19 - Building Trust 15:31 - Building Confidence 20:53 - Your First Group of Clients 24:50 - Things You Shouldn’t Do When You’re Starting Off 26:15 - Social Media Influence Want help building or growing a successful financial coaching business? Find resources below based on where you’re at in...

#1: Your Successful Financial Coaching Business: Help with Getting Clients, Working with Clients, and Running the Business. 23.11.2021 30:53

EPISODE 1 Your Successful Financial Coaching Business: Help with Getting Clients, Working with Clients, and Running the Business. Financial Coaches Network Podcast: All You Need to Know About Financial Coaching 01:38 - Garrett Background 4:18 - Josh’s Background 7:12 - What is Financial Coaching? 11:55 - A Holistic View of Financial Management 13:34 - What is the Purpose of This Podcast? 17:21 - H...