Financial Coaches Network - The Podcast: Build your Financial Coaching Business
By Joshua Escalante Troesh, Garrett Philbin, Amelie Riendl, and Emily Blain
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Category: Entrepreneurship
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Subscribers: 4
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Episodes: 190
Description
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.
| Episode | Date |
|---|---|
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#190: Analyzing the gurus: Clark Howard
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Sep 01, 2025 |
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#189: Analyzing the gurus: Robert Kiyosaki
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Aug 15, 2025 |
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#188: Announcement & A Marketing Success Story
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Jul 29, 2025 |
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#187: Analyzing the gurus: Tori Dunlap
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Jul 22, 2025 |
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186: Analyzing the gurus: Suze Orman
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Jul 15, 2025 |
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#185: Paid Search Advertising
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Jul 08, 2025 |
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#184: Analyzing the gurus: Ramit Sethi
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Jun 24, 2025 |
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#183: Analyzing the gurus: Dave Ramsey
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Jun 17, 2025 |
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#182: Chapter 4 - A Systemic Approach to Understanding Diversity in Financial Counseling
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Jun 10, 2025 |
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#181: Chapter 3 - The Practice of Financial Counseling
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Jun 03, 2025 |
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#180: Building an authentic brand
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May 27, 2025 |
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#179: What if I can't have more than $3000 in my savings due to governmental benefits?
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May 20, 2025 |
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#178: Financial Counseling Chapter 2 - Personal Finance Competencies in the Practice of Financial Counseling
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May 13, 2025 |
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#177: Financial Counseling Chapter 1 - The Financial Counseling Profession
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May 06, 2025 |
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#176: What questions should I ask in an "end of service" questionnaire?
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Apr 29, 2025 |
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#175: How to build good credit card habits
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Apr 22, 2025 |
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#174: Should I offer discounts?
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Apr 15, 2025 |
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#173: State of Financial Coaching High Level Summary
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Apr 08, 2025 |
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#172: FINRA Fellowship - A Path to AFC Certification for Military Spouses
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Apr 01, 2025 |
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#171: Should I get a loan for _______?
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Mar 25, 2025 |
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#170: Should we recommend fintech "banks" to clients?
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Mar 18, 2025 |
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#169: Separating from Federal Government Jobs
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Mar 11, 2025 |
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#168: How do you find clients for the smallest possible financial commitment?
|
Mar 04, 2025 |
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#167: What about AI Notetakers?
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Feb 25, 2025 |
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#166: Josh's systems: onboarding (aka coaching program)
|
Feb 18, 2025 |
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#165: When should I consider adjusting my prices?
|
Feb 11, 2025 |
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#164: How to Help Clients Set Motivating Goals
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Feb 04, 2025 |
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#163: How to Set Motivating Goals
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Jan 28, 2025 |
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#162: Side hustles: Good idea or destroyer of marriages?
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Jan 21, 2025 |
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#161: How do we as financial coaches talk about money with non-client friends and family?
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Jan 14, 2025 |
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#160: Should I buy a house now or wait?
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Jan 07, 2025 |
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#159: From the Vault - Marketing beyond social media
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Dec 31, 2024 |
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#158: From the Vault: Should I list my prices on my website?
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Dec 24, 2024 |
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#157: Does a mortgage make sense with high interest rates?
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Dec 17, 2024 |
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#156: What is a financial coach's role in a client's estate planning?
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Dec 10, 2024 |
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#155: Estate Planning - DIY Estate Planning
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Dec 03, 2024 |
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#154: From the Vault - What to do when a client is resistant to your ideas/suggestions
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Nov 26, 2024 |
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#153: Estate Planning -- Marital Assets
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Nov 19, 2024 |
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#152: Estate Planning -- Key People
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Nov 12, 2024 |
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#151: Estate Planning -- Trusts
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Nov 05, 2024 |
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#150: Prospecting Skills with guest Michael Tuttle
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Oct 29, 2024 |
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#149: Email marketing - How to get email subscribers onto a sales call
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Oct 22, 2024 |
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#148: Email marketing - How to build and maintain an email list
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Oct 15, 2024 |
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#147: Email marketing - Is buying email lists worth it?
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Oct 01, 2024 |
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#146: How Rahkim Sabree leaned into his niche to help people overcome financial trauma
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Oct 01, 2024 |
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#145: How to write pitches for reporters
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Sep 24, 2024 |
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#144: AFCPE Symposium Q&A with AFCPE Executive Director Rachael DeLeon and Willa Williams, Symposium Chair
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Sep 17, 2024 |
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#143: If I pay my kid for work, what regulations apply?
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Sep 10, 2024 |
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#142: How Brittany Bramlett launched her business and found success helping clients improve their financial wellbeing
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Sep 03, 2024 |
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#141: Retention Bonuses–the good and the bad
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Aug 27, 2024 |
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#140: How do I separate my business expenses if I work at multiple businesses?
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Aug 20, 2024 |
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#139: Is real estate really passive income?
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Aug 13, 2024 |
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#138: Getting quoted: is it worth paying to get featured in an article?
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Aug 06, 2024 |
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#137: Business setup basics
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Jul 30, 2024 |
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#136: Making your business fit into your desired schedule
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Jul 23, 2024 |
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#135: Is renting a home better than buying?
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Jul 16, 2024 |
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#134: New Laws that Affect Financial Coaches
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Jul 09, 2024 |
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#133: Credit versus Debit Cards
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Jul 02, 2024 |
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#132: Does cold messaging work?
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Jun 25, 2024 |
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#131: Marketing: quantity vs. quality
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Jun 18, 2024 |
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#130: The 411 on HSAs
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Jun 11, 2024 |
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#129: Corporate transparency and how it may affect you
|
Jun 04, 2024 |
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#128: From the Vault - Investments to make in your business as a new financial coach
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May 28, 2024 |
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#127: How to answer the question, "So what do you do?"
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May 21, 2024 |
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#126: Non-profit corporation: How can I create/transform my business?
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May 14, 2024 |
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#125: Non-profit corporation: A good idea for my business?
|
May 07, 2024 |
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#124: What are the top things that waste your time as a coach?
|
Apr 30, 2024 |
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#123: Reading the Financial Tea Leaves - Ratio Analysis
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Apr 23, 2024 |
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#122: What's the difference between advice I give and advice that financial gurus give?
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Apr 16, 2024 |
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#121: How to avoid your sales call turning into a free coaching session
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Apr 09, 2024 |
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#120: How do I create effective business goals?
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Apr 02, 2024 |
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#119: Is the snowball method the best way to pay off debt?
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Mar 26, 2024 |
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#118 - “Whatever the client wants to talk about”
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Mar 19, 2024 |
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#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?
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Mar 12, 2024 |
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#116 - What are ways to make money as a financial coach beyond 1:1 or group coaching?
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Mar 05, 2024 |
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#115: I have imposter syndrome–help!
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Feb 27, 2024 |
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#114: Paid vs Free Promotion Opportunities
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Feb 20, 2024 |
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#113: When (if ever) does whole life insurance make sense?
|
Feb 13, 2024 |
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#112: How to choose a niche
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Feb 06, 2024 |
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#111: Is $1000 a big enough emergency fund?
|
Jan 30, 2024 |
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#110: How we teach our kids about money
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Jan 23, 2024 |
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#109: Tax Obligations - 1099 requirements for 2024
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Jan 16, 2024 |
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#108: What do I need to do to legally give basic investment advice?
|
Jan 09, 2024 |
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#107: What kind of retirement planning can a coach legally do?
|
Jan 02, 2024 |
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#106: Re-release: Investments to make in your business as a new financial coach
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Dec 26, 2023 |
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#105: How to teach personal finance to groups of kids
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Dec 19, 2023 |
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#104: Client wins
|
Dec 12, 2023 |
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#103: How do I encourage clients to send me referrals?
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Dec 06, 2023 |
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#102: Perfectionism: Why you should stop pretending you have your s*** together
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Nov 28, 2023 |
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#101: Perfectionism: What if I don't know everything?
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Nov 21, 2023 |
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#100: The State of Financial Coaching
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Nov 15, 2023 |
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#99: Timeblocking: Amazing Tool or Pointless Exercise?
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Nov 07, 2023 |
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#98: Our top software recommendations - Round 2
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Oct 31, 2023 |
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#97: Financial Coaching vs Life Coaching
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Oct 24, 2023 |
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#96: How to develop an elevator pitch
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Oct 17, 2023 |
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#95: Pros and cons to debt settlement companies
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Oct 10, 2023 |
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#94: Should I build referral relationships with advisers I wouldn't refer to?
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Oct 03, 2023 |
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#93: Scarcity Mindset In Your Business
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Sep 26, 2023 |
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#92: What is cashflow budgeting?
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Sep 19, 2023 |
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#91: How do you prepare for a known drop in income?
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Sep 12, 2023 |
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#90: How to find clients early in your business?
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Sep 05, 2023 |
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#89: What are my obligations for collecting sales tax?
|
Aug 29, 2023 |
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#88: When should I start a blog?
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Aug 22, 2023 |
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#87: Launch Sample: Mission & Vision Statements and Vital Few Goals
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Aug 15, 2023 |
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#86: Let’s Talk Marketing Funnels!
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Aug 08, 2023 |
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#85: What info should I gather before a first meeting?
|
Aug 01, 2023 |
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#84: Growing Your Audience with Ryan Roi
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Jul 25, 2023 |
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#83: Marketing options beyond social media
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Jul 18, 2023 |
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#82: How do you run a sales/prospecting call?
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Jul 11, 2023 |
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#81: Our top software recommendations
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Jul 04, 2023 |
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#80: Avoiding Liability
|
Jun 27, 2023 |
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#79: Clients who don't make habit changes in 6 months
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Jun 20, 2023 |
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#78: How can I respond to the question, "Why is your price so high?"
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Jun 13, 2023 |
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#77: How do I set pricing with my first clients?
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Jun 06, 2023 |
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#76: Throwback: What should I cover in my first client meeting?
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May 30, 2023 |
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#75: What is my liability when answering questions in Facebook Groups?
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May 23, 2023 |
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#74: How do you find a VA and what can they help me do?
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May 16, 2023 |
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#73: How do you coach people with irregular income?
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May 09, 2023 |
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#72: Do you have to file taxes if you didn't earn any income?
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May 02, 2023 |
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#71: What should I ask in an "end of service" questionnaire?
|
Apr 25, 2023 |
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#70: How do you overcome the objection of “I’d love to work with you but I just need some time?"
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Apr 18, 2023 |
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#69: Should I create an LLC/S-corp/B-corp/other/nothing? Part 2
|
Apr 11, 2023 |
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#68: Should I create an LLC/S-corp/B-corp/other/nothing? Part 1
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Apr 04, 2023 |
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#67: Client Testimonials Best Practices
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Mar 28, 2023 |
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#66: How do client testimonials fit into marketing?
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Mar 21, 2023 |
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#65: How can I best bootstrap my financial coaching business?
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Mar 14, 2023 |
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#64: Guest Interview: Ryan Roi on the importance of investing in yourself
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Mar 07, 2023 |
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#63: What Do You Discuss on a Prospect Call?
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Feb 28, 2023 |
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#62: Ongoing Coaching: How do I continue to show value?
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Feb 21, 2023 |
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#61: Ongoing coaching: How do I structure it?
|
Feb 07, 2023 |
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#60: Ongoing coaching: Should I offer it?
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Jan 31, 2023 |
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#59: What are the growing pains when scaling your part-time side hustle to a full-time business?
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Jan 24, 2023 |
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#58: How do you handle a client being paid biweekly?
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Jan 10, 2023 |
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#57: Holiday Special with Josh, Garrett, Amelie, and Emily Part 2
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Jan 03, 2023 |
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#56: Holiday Special with Josh, Garrett, Amelie, and Emily Part 1
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Dec 27, 2022 |
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#55: Imposter Syndrome Part 3: How increasing your technical knowledge can help reduce Impostor Syndrome
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Dec 20, 2022 |
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Episode 54: Imposter Syndrome Part 2: Impostor Syndrome around your coaching process
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Dec 13, 2022 |
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#53: Imposter Syndrome Part 1: What is Impostor Syndrome?
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Dec 06, 2022 |
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#52: Jason Sandmann's journey to becoming a behavioral wealth coach
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Nov 30, 2022 |
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#51: Sales Promotion Activities
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Nov 22, 2022 |
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#50: Refining Your Value Proposition
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Nov 15, 2022 |
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#49: Group Programs: How do you run them?
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Nov 08, 2022 |
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#48: Group Programs: How do you fill them?
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Nov 02, 2022 |
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#47: Group Programs: Should I do them?
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Oct 25, 2022 |
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#46: Facebook Ads! An Introduction
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Oct 18, 2022 |
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#45: Navigating Self-Employment Taxes
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Oct 11, 2022 |
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#44: How to build workflows in your business?
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Oct 04, 2022 |
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#43: Marketing beyond social media
|
Sep 27, 2022 |
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#42: When is debt good?
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Sep 20, 2022 |
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#41: How to keep track of where clients are in the process
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Sep 13, 2022 |
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#40: Rent vs. Buy
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Sep 06, 2022 |
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#39: What to do when couples have a different view of managing money than you?
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Aug 30, 2022 |
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#38: How much time to have between your meetings?
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Aug 23, 2022 |
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#37: How to turn social media followers into clients?
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Aug 16, 2022 |
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#36: Life Insurance: The thunderdome throwdown!
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Aug 09, 2022 |
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#35: Responding to Emotion - Navigating Emotional Client Conversations
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Aug 02, 2022 |
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#34: How to follow up with prospects
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Jul 26, 2022 |
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#33: What to do when a client asks to take out a loan for home renovations?
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Jul 19, 2022 |
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#32: When to hire help
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Jul 12, 2022 |
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#31: Should I list my prices on my website?
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Jul 05, 2022 |
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#30: Should I get the AFC (Accredited Financial Counselor) designation?
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Jun 28, 2022 |
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#29: Paid Search Advertising
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Jun 21, 2022 |
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#28: What is a good account for an emergency fund besides a savings account?
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Jun 14, 2022 |
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#27: How do I fire a client?
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Jun 07, 2022 |
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#26: How do I do quarterly tax filings?
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Jun 01, 2022 |
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#25: What software is there designed for financial coaches?
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May 24, 2022 |
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#23: Investments to make in your business as a new financial coach
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May 10, 2022 |
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#24: How Fellow Financial Coach Amelie Found her Niche, and Early Success
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May 10, 2022 |
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#22: How to Navigate When Couples Fight or Argue During Sessions
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May 03, 2022 |
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#21: Best Practices for Asking for Referrals from Referral Partners
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Apr 27, 2022 |
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#20: What Bookkeeping Software Should I Use And Do I Need It?
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Apr 19, 2022 |
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#19: What is a Marketing Funnel and How Do I Create One?
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Apr 12, 2022 |
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#18: How Can I Make My Coaching Process Unique and Have It Stand Out?
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Apr 05, 2022 |
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#17: What to Do When a Client is Resistant to Your Ideas/Suggestions?
|
Mar 29, 2022 |
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#16: Is Buying a New Car Really a Bad Idea?
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Mar 22, 2022 |
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#15: How Do I Spend Less Time Preparing For Client Meetings But Still Provide The Same Value?
|
Mar 15, 2022 |
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#14: What are Workflows and Why are They Important?
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Mar 08, 2022 |
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#13: What are Best Practices When Asking for Client Referrals from Friends and Family?
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Mar 01, 2022 |
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#12: Freebies: When to Use Them, When to Not
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Feb 22, 2022 |
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#11: What is Marketing vs. Advertising vs. Sales?
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Feb 15, 2022 |
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#10: How Do I Handle Questions From Clients I Don't Know The Answer To?
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Feb 08, 2022 |
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#9: Should I Start a Blog or Newsletter?
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Feb 01, 2022 |
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#8: How Do I Raise My Prices With Existing Clients?
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Jan 25, 2022 |
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#7: What to Do When Clients aren't Following Through on Recommendations/Homework?
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Jan 18, 2022 |
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#6: What certifications/trainings do I need before coaching clients?
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Jan 11, 2022 |
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#5: What are the Most Effective Marketing Strategies to Get Clients?
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Dec 28, 2021 |
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#4: Should I Put My Pricing On My Website?
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Dec 14, 2021 |
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#3: Managing Impostor Syndrome Around Your Coaching Process
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Dec 07, 2021 |
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#2: How to Get Clients at the Beginning of Your Practice
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Nov 30, 2021 |
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#1: Your Successful Financial Coaching Business: Help with Getting Clients, Working with Clients, and Running the Business.
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Nov 23, 2021 |