How do you hire your first assistant for your financial coaching business? Hiring your first support person or assistant, I believe, is a much harder step to take in your business than launching it. It’s hard for a lot of reasons. Often times, the business owner is busy doing all the things. And there’s value in doing things when you first start. You learn what you like and don’t like. You learn how to put together a system or a workflow or a client journey if you’ve yet to do that previously. You learn the ins and outs of things [...]

Don’t Be So Rigid in Your Coaching There’s a school of thought with some financial coaches that all credit cards are bad. They think people who have gotten themselves into credit card debt need to work their way out, month-by-month, payment-by-payment, and that the credit cards they have are the credit cards they are stuck with. Because of this way of thinking, that means some coaches will never tell their clients about the option of possibly taking advantage of a balance transfer. A zero percent credit card might be available to them, and even if that person is paying 25% [...]