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

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

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.

Publisher

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

Category

business

Language

en

Explicit

No

First episode

23 Nov 2021

Latest episode

1 Oct 2026

Latest episodes

216 episodes in the feed.

1. 

   1 Oct 2026

   #216: How can I use AI to help create marketing materials?

   Josh and Amelie explore how financial coaches and small‑business owners can use AI as an idea‑generating tool to help with marketing materials without letting it replace human judgment. Top takeaways: Start with deep research about your audience. AI works best when fed detailed information about your niche, including their anxieties, hopes, and motivations. AI is best used as an idea generator, not a final creator. AI can help give ideas during your brainstorming phase when working on creating a new ad. One or more suggestions may spark ideas, though they will likely be different from the actual suggestions from AI. Use AI to build the different assets of the advertisement one part at a time, such as themes, headlines, taglines, imagery, body copy and call to action. AI generated imagery requires careful review to look for biases and odd patterns. Full ads created by AI tend to be oversaturated with communications. With multiple messages fighting for attention, key messaging gets lost or left out completely. The final polishing of an ad is faster and more effective when done by a human. Everyone who uses AI should fact check any information received from AI before publishing any content (see ‘Dead Internet Theory). To help keep alignment with your brand voice, a Brand Bible can help AI stay consistent with your brand voice, values, and style. Ownership of intellectual property related to AI generated content is not defined and will continually change depending on bodies of law and case law. AI‑generated content is likely not copyrightable. Content created by AI may pull from copyrighted sources. AI is best used to help provide inspiration for your marketing materials, writing the copy yourself. AI can help speed up brainstorming and production, but only when paired with strong marketing fundamentals, careful prompting, and thoughtful human refinement. Want help building or growing a successful financial coaching business? Start here: Love coaching but not running a business? Check out MoneyCoach Network: https://www.financialcoachesnetwork.com/moneycoachnetwork (https://www.financialcoachesnetwork.com/moneycoachnetwork) Exploring financial coaching? Join our free community of 6,000+ coaches: https://www.facebook.com/groups/financialcoachescommunity (https://www.facebook.com/groups/financialcoachescommunity) (https://www.facebook.com/groups/financialcoachescommunity?utm_source=copilot.com)Launching your business? Check out FCN Biz DIY, our step‑by‑step program: https://www.financialcoachesnetwork.com/biz-diy (https://www.financialcoachesnetwork.com/biz-diy)Ready to learn more? Get our free 8‑part email series with 30+ tips: https://www.financialcoachesnetwork.com/pre-launch-email-series (https://www.financialcoachesnetwork.com/pre-launch-email-series?utm_source=copilot.com)

2. 

   15 Sept 2026

   #215: Inside the State of Financial Coaching: New Data Hub, 2025 Data & 2026 Survey Launch

   Josh and Amelie summarize the high level findings from the 2025 State of Financial Coaching Study. Plus, they announce the launch of the new Survey Data Hub, along with how to get free (limited time) access by completing the 2026 survey. Top takeaways: Niches work: Coaches with clearly defined niches consistently charge more across all pricing models, likely because they deliver specialized support. Success takes time: On average, it takes about 3.5 years to reach the growing phase and 5 years to reach the coasting phase of a coaching practice. Credentials may help drive growth: Two‑thirds of high revenue growth coaches hold credentials (most commonly the AFC® ), while two‑thirds of declining revenue coaches have no credentials. “Financial coach” title leads: Most practitioners identify as financial coaches, with financial counselor as the second‑most common self-assigned title. Access to survey insights is now easier: The new Survey Data Hub provides expanded data, available for purchase or free limited time access when completing the survey. The 2026 survey is live through December 1, 2026. With the 2026 survey now open, it’s the ideal time to share your experience and gain limited time access to the expanded Data Hub: https://form.jotform.com/261254448203149 (https://form.jotform.com/261254448203149). Want help building or growing a successful financial coaching business? Start here: Exploring financial coaching? Join our free community of 6,000+ coaches: https://www.facebook.com/groups/financialcoachescommunity (https://www.facebook.com/groups/financialcoachescommunity) (https://www.facebook.com/groups/financialcoachescommunity?utm_source=copilot.com)Love coaching but not running a business? Check out MoneyCoach Network: https://www.financialcoachesnetwork.com/moneycoachnetwork (https://www.financialcoachesnetwork.com/moneycoachnetwork) Ready to learn more? Get our free 8‑part email series with 30+ tips: https://www.financialcoachesnetwork.com/pre-launch-email-series (https://www.financialcoachesnetwork.com/pre-launch-email-series) (https://www.financialcoachesnetwork.com/pre-launch-email-series?utm_source=copilot.com)Launching your business? Check out FCN Biz DIY, our step‑by‑step program: https://www.financialcoachesnetwork.com/biz-diy (https://www.financialcoachesnetwork.com/biz-diy?utm_source=copilot.com)

3. 

   1 Sept 2026

   #214: Financial Counseling Chapter 5 - The Importance of Self-Awareness for Financial Counselors and Clients

   Josh and Emily continue their discussion of the Financial Counseling textbook by Durband, Law, and Mazzolini. This episode focuses on Chapter 5, exploring how self‑awareness shapes the effectiveness of financial counselors, emphasizing the need for professionals to understand their own traits, biases, past experiences, and emotional triggers. The hosts discuss how counselor self‑awareness influences client relationships, goal‑setting, and the ability to adapt plans, while highlighting tools like transference awareness, cognitive bias recognition, and reflective practice. Top takeaways: Self‑confidence can be both a strength and a blind spot, often reducing a counselor’s tendency to self‑question. Flexibility is essential—rigid, book‑based systems (e.g., Ramsey‑style plans) fail to meet clients where they are. Emotional bonds require vulnerability with boundaries, balancing empathy with professionalism. Mutual agreement on goals is critical to success; when counselors impose their own priorities or values, the goal will likely not be achieved. Understanding personality theory strengthens counselor self‑awareness, helping professionals recognize how their traits, past experiences, and default reactions shape client interactions. Transference and counter‑transference shape client interactions, especially around emotionally charged topics like debt. Cognitive biases distort judgment, making ongoing self‑reflection critical for accurate decision-making. Past experiences shouldn’t become default recommendations; what worked for the counselor may not fit the client’s situation. Self‑awareness practices matter: seek feedback, record and review sessions (with client permission), track session participation, work underneath or with other coaches, track recommendation success, and watch yourself for auto‑recommendations. Money history questions can deepen understanding of yourself. Self‑care supports counselor effectiveness, improving emotional presence and reducing reactivity. Chapter 5 of Financial Counseling reinforces that self‑awareness is not optional—it’s foundational. Counselors who understand their own biases, triggers, and histories are better equipped to build trust, personalize guidance, and support clients with clarity and compassion. Want help building or growing a successful financial coaching business? Start here: Exploring financial coaching? Join our free community of 6,000+ coaches: https://www.facebook.com/groups/financialcoachescommunity (https://www.facebook.com/groups/financialcoachescommunity) (https://www.facebook.com/groups/financialcoachescommunity?utm_source=copilot.com)Ready to learn more? Get our free 8‑part email series with 30+ tips: https://www.financialcoachesnetwork.com/pre-launch-email-series (https://www.financialcoachesnetwork.com/pre-launch-email-series) (https://www.financialcoachesnetwork.com/pre-launch-email-series?utm_source=copilot.com)Launching your business? Check out FCN Biz DIY, our step‑by‑step program: https://www.financialcoachesnetwork.com/biz-diy (https://www.financialcoachesnetwork.com/biz-diy) (https://www.financialcoachesnetwork.com/biz-diy?utm_source=copilot.com)Love coaching but not running a business? Beta test MoneyCoach Network: https://form.jotform.com/231063470154043 (https://form.jotform.com/231063470154043?utm_source=copilot.com)

Who has been a guest on Financial Coaches Network - The Podcast: Build your Financial Coaching Business

Names identified in recent episode analyses. Showing up to five guests.

• Robert Kiyosaki
• Tori Dunlap
• Suze Orman

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

4.2 / 5

10 ratings

Spotify

4.2 / 5

6 ratings

Podcast Authority Score: 41 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

49

Social presence

0

YouTube

0

Engagement

84

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

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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