The Journey to Successfully Launching a Financial Coaching Business

In this month’s AFCPE Virtual Member Meet Up we’ll walk through best practices for starting and growing a successful financial coaching business! For the first half-hour, Joshua Escalante Troesh will present and answer questions related to starting a business and getting clients, beyond friends & family and referral partners. In the second half-hour, Garrett Philbin will talk about his journey of building his own financial coaching business, answer any questions you may have about his experience, and how it might relate to your own.

Joshua Escalante Troesh has 20+ years of experience guiding over 1000 entrepreneurs as a business consultant, tenured professor of entrepreneurship and personal finance, and fiduciary financial advisor for business owners.
Garrett Philbin built a successful financial coaching business, growing it to $80k+ revenue in the first four years, and is the founder of a community of 4000+ aspiring and current financial coaches.

Ask us anything! The last 10 minutes of every monthly meet up is an opportunity to ask the Member Services team your questions and share your suggestions. This can be about the organization, a field topic, a knowledge gap you have, etc. If we don’t have the answer, we’ll work to find it. This part of the meet up will not be recorded.

Non-CEU Opportunity