117 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 Garrett Philbin (AFC®, CMC®) and Joshua Escalante-Troesh (CFP®, MBA), 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.

Financial Coaches Network - The Podcast: Build your Financial Coaching Business Joshua Escalante Troesh, Garrett Philbin, Amelie Riendl, and Emily Blain

    • Business
    • 4.6 • 9 Ratings

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 Garrett Philbin (AFC®, CMC®) and Joshua Escalante-Troesh (CFP®, MBA), 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.

    #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?

    #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?

    Join Josh and Amelie to discuss how to get yourself out of a funk and how to build a support system to help pull you out.

    Top things to think about:


    If there is one thing that is holding you back from moving forward in your business…consider if it’s possible to just not do that one thing.
    Set realistic expectations for yourself.
    Don’t change your strategy because you’re impatient–give it time to play out.
    Find out how to identify a trigger point and get in front of your clients at that point.
    If you know there’s a specific time of year or event that is overwhelming, block your calendar off during that time so you can prepare.

    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

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

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

    Join Josh and Emily to discuss ways to make money as a financial coach outside of…coaching!

    Top things to think about:


    Do you have a valuable certification (hard to get, of value to society, recognized, etc.) or not?
    Most personal finance-related things that aren’t service-related will require a TON of time and you’ll make very little money.
    Is there a job (either W2 or 1099) you could take that would increase your credibility to your niche?

    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

    • 35 min
    #115: I have imposter syndrome–help!

    #115: I have imposter syndrome–help!

     Join Josh and Amelie to discuss Imposter Syndrome.

    Top takeaways:


    Imposter syndrome can show up in three ways: “there’s so much I don’t know!”, “this is easy, why would someone pay me?”, and actual “I have no idea what I’m talking about.”
    See if you can narrow down specific areas where imposter syndrome crops up.
    Don’t ignore your imposter syndrome–it’s telling you something, whether knowledge, process, or your mindset/beliefs!

    Previous episodes:


    Episode 53 - What is Imposter Syndrome?
    Episode 54 - Impostor Syndrome around your coaching process
    Episode 55 - How increasing your technical knowledge can help reduce Impostor Syndrome

    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

    • 32 min
    #114: Paid vs Free Promotion Opportunities

    #114: Paid vs Free Promotion Opportunities

    Join Josh and Emily as they discuss pros and cons of paid and free promotion opportunities. Which is better? What should you think about?

    Top takeaways:


    You have much less control over free marketing options.
    Make sure you have an infrastructure to handle business opportunities.
    Attending free events in an unofficial capacity rarely leads to genuinely organic conversations.
    Attending events as a sponsor or with a booth can be a GREAT conversation starter.
    It’s often more expensive to go with free options because you’ll pay so much to get it set up.
    Paid options allow much more specific targeting.

    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

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

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

    Join Josh and Amelie to talk about Whole/Universal Life Insurance! As Amelie was studying for her AFC exam, she found herself wondering when–if ever–whole life insurance makes sense.

    Top takeaways:


    First question to ask: do you have a temporary or permanent need for insurance?
    Second question: have you run out of all other tax-sheltered accounts (IRA, 401k, 529, etc.)?
    There are some long-term care insurance policies that are hybrid whole life/long-term care and some that can be riders on other policies.
    If you have a family history/higher likelihood of cancer, it may make sense to have whole life with potential additional benefits/ability to buy more.
    Every tool has a place; our job is to help figure out if the tool is being used for the correct purpose.

    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

    • 34 min
    #112: How to choose a niche

    #112: How to choose a niche

    Join Josh and Amelie to help Launch member Jackie choose her niche! Jackie reached out to Amelie about choosing a niche, and Amelie invited her onto the podcast to talk with her and Josh!

    Top takeaways:


    Consider that opening a non-profit business is an option if you’re looking to serve primarily lower income folks.
    Feel free to start with a REALLY broad opening category, as broad as “people who wouldn’t use the services a non-profit offers.”
    If you could work with only one TYPE of people, what type of person would you work with?
    Consider who has the ability to pay you.

    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

    • 35 min

Customer Reviews

4.6 out of 5
9 Ratings

9 Ratings

smile4limon ,

Money nerds unite!!

So grateful for this podcast! There are so few places financial coaches can connect. Thank you so much for making this podcast!!

Flyboy2341 ,

Guy thinks he is smarter than he is

Offers mostly vague advice with little specific practical advice or tips. Strangely absolute about certain things. Doesn’t seem to actually know how businesses really work.

Ji josephesn ,

So glad this is out

So glad this is finally a live podcast!!!

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