Six Systems Every Financial Coach Needs | Financial Coach Academy
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- เผยแพร่เมื่อ 29 มิ.ย. 2024
- Learn about the six systems every financial coach needs to run a streamlined and efficient business. Erica Rivera has created hundreds of automations and thousands of zaps for our financial coaching business, Fiscal Fitness. In this video, she talks about the six systems you absolutely need and how to implement them in your business.
Erica's passion is creating efficiencies and systems for other financial coaches. You can book a coaching session with her for your coaching business here: www.financialcoachacademy.com...
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Your brain works in efficiencies and systems! And you're also cool enough to be able to make it crystal clear for others to understand as well! Great video!
she's awesome!
Such a great video!! Thanks Erica!
Glad you liked it!!
Thank you Erica! This was so helpful!
So glad you found it helpful Sherry!
Nice video Erica. I like the CRM portion. Automation is key. It is pretty cool you have a course to walk coaches through the set up. Thanks for the insight.
Absolutely!
This is great information 👏 👌
Glad it was helpful!
This video was super helpful! I love it because you explain what everything is (I'm a total newbie). I had a question, though. Does Kajabi do all or several of these systems together vs. signing up independently with each type of system? If Kajabi does several of these systems, do you know what additional systems I will still need? Thank you!
Yes, Kajabi will do some of these systems. But if you're just starting out Shantaya, you don't need Kajabi yet. It's going to be way more robust than what is needed when you first start. The free or lowest cost option for most of the software/apps is plenty when you first start.
@@FinancialCoachAcademy Oh, that makes sense. Thank you!