Join Josh and Emily as they share software recommendations!!
Top recommendations:
- Calendar - Calendly or Acuity (leaning towards Calendly having more features)
- Payment processor - AdvicePay (included with FCN membership)
- Website - FCN offers a customized website template plus hosting, otherwise Squarespace or Wix
- CRM - Dubsado (but it takes a LOT to customize), Wealthbox (but will also take quite a bit of customization), or just a spreadsheet (for your first 5-6 clients)
- Coaching/budgeting software - FCN MoneyCoach
- Accounting software - Quickbooks
- Email marketing software - ehhh? Nothing really stands out as better than the rest.
- Debt management/planning software - undebt.it
- Design software - Canva (or hire someone!)
- Tax planning software - Holistiplan (though Josh is considering switching to FP Alpha)
- Financial Planning software - Right Capital (though Josh is reevaluating this and may switch to eMoney)
Want help building or growing a successful financial coaching business? Find resources below based on where you’re at in your journey:
