Josh is joined by special guest Professor Trelawney–or rather, Amelie–to discuss a seemingly-boring topic that has led to surprisingly wonderful client responses…financial ratios! Debt-to-income, Top things to think about: Without ratios…numbers are relatively meaningless. Early on, we should...

Josh and Emily discuss the difference between “them” and “us”—household name financial advice givers versus individual financial coaches. Top things to think about: Gurus give general advice (even to individuals) with a purpose of entertaining/reaching an audience. Individual coaches give...

Josh and Amelie talk about free sales calls. Should you coach during your sales call? What is the point of a sales call anyway? Top things to think about: If you see the primary goal of the sales call as “a way to show my value,” you run the risk of coming across as pushy. You cannot gather...