Gamify your prospecting- an interview with Bill Luhrs

Most financial coaches agree that prospecting new clients is something they hate! And because prospecting is not fun we typically avoid it like the plague! But, in reality, we are probably missing out on being able to actually help people as well as leaving money on the table! Your business Bill Luhrs, a financial coach that focuses on retirement and self managed investing and also a Financial Coach Academy graduate, has taken the old, boring and tedious action of prospecting for clients and modernized it by making it a game! Watch this video of Bill being interviewed by Kelsa and [...]

By |2019-11-16T16:46:34+00:00October 29th, 2019|

Partnering with Financial Advisors and CPAs

Unlike a financial advisors or accountants, as a financial coach, we work with a person’s day-to-day finances. That can look very different for many of us. We each have our own unique focus, approach, strategies we use, and ideal clients. (Don’t believe me? Check out the Many Faces of a Financial Coach blog series.) There are two other experts that help a person with their finances as well - CPAs and financial advisors. CPAs help an individual track and categorize expenses that already occurred (most likely business owners) and file their taxes for the prior year. Financial advisors are typically [...]

By |2018-03-13T02:45:09+00:00March 1st, 2018|