Entrepreneurship, Financial Coaching, and all things Certification with Josh Escalante Troesh and Garrett Philbin, AFC®
In this week’s episode, we’re continuing our Career Series by diving deep into the world of financial coaching and the ups and downs of owning your own business with Josh Escalante Troesh and Garrett Philbin.
Josh and Garrett discuss the importance of community, investing in yourself, as well as detailing the difference between licensure and certification and why they’re relevant. They provide tons of useful resources, and their combined wisdom can really speak to wherever you’re at in your career, making this episode a must-listen!
Both Josh and Garrett are co-founders of Financial Coaches Network, a business incubator/accelerator that supports entrepreneurs in building their businesses. Garrett holds his AFC® Certification, began financial coaching in 2015 and is the founder of a successful financial coaching business and the Financial Coaches Community Facebook group with over 5,000 members. Josh is a CFP and a Tenured Professor specializing in personal finance and entrepreneurship and has been quoted in Forbes, CNBC, Consumer Reports, US News & World Report, and dozens of other media.
01:45 Garrett’s journey to starting a successful financial coaching business
03:47 Josh’s unique start in the business and starting Financial Coaches Network with Garrett
05:34 Garrett’s pivot from the music business to the personal finance space
10:08 What made Garrett decide to earn the AFC?
12:32 All about licensure with Josh
20:16 Is there a need for a standardized definition of financial coaching?
24:44 Garrett’s insights on working in private practice
29:56 The final 2 cents
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