Taking significant parts of the interview with Marko from Whiteboard Finance! Check out this part about how to structure your coaching calls.
How to Structure Your Coaching Calls ft. Marko from Whiteboard Finance
Transcription
Below is a transcription of the podcast. This transcription was taken from Otter.ai so it might not be completely accurate:
This is the digital nomad quest podcast with Sharon Tseung. teaching people how to build passive income, become financially free and design the best lives. And you do have a coaching business, right? Yeah. Can you tell us a little bit more about that?0:20
Yeah, I forgot to I forgot to talk about that when you asked about my sources of revenue. So the worst thing that our audiences want to do is trade their time for money, which is what I do with my coaching business and really trading my time for money. But I genuinely because I like teaching, I genuinely get pleasure out of those phone calls, because I’m literally changing someone’s life. And I know that sounds corny, sounds overdramatic, but it really does. People get off those calls, and they’re like, dude, I never would have realized this. You saved me a bunch of money, blah, blah, blah. So that that consulting business is on clarity, it’s just a platform where you know, sharing can schedule a schedule a call with me, I can schedule a call with Sharon, vice versa. You Call into a number they take 15% of your whatever your rate is, long as the call goes on that person is getting charged that hourly rate. Okay? So when the when the call ends, you know, I make money, clarity makes money, the person I just helped is happy and it’s like a win win win. It’s a super cool platform.1:18
That’s a cool platform and your calls and do people just like ask you questions, and then you just answered them? Or do you have kind of a lesson or something like, how does that work?1:27
Yeah, it’s a little bit of both. So the two primary types of calls on my channel are either how to grow a YouTube channel or personal financial advice. And I’d say I get a lot more talking about personal financial advice, like maybe it’s like 7030, but I’m talking to real business owners. I’m talking to real people with real you know, situations. So what I do is, I get to know them. It’s almost like talking to a financial advisor because everyone’s goals and their income and life situation is different. That’s my personal finances. So like, debated because, you know, my life may That’d be the same as your life and vice versa. So I get to know the person, I’ll give them a tailored plan after a phone call, and then I’ll also coach them during the call and things they should be doing. And then same thing with the YouTube, I get to know them, their channel, their aspirations, you know, they asked me how they should monetize things like that. And we also talk about best practices for growing a YouTube channel. And also any specific questions that they may have.
2:25
That’s really cool that you said you have a tailored plan for them. You send that after the call type of
2:31
thing or it’s almost like a summary. Yeah, so I probably oversold it and making it sound like you know, beautiful financial plan. It’s really just a it’s notes from the call summarizing what we talked about what their next steps should be based on what we talked about them. Wait, if they’re not taking notes on the call, they’re gonna forget half the stuff I said anyway. So yeah, I feel like if I follow up with an email with the things that we talked about the key takeaways, what they’re doing well, what they’re not doing well, and what their next steps should be. It just helps reinforce what they need to do.
3:02
I love that I feel like you’re Yeah, you’re like going the extra mile for them doing that, I think and do you find that you get like recurring clients maybe even from doing that
3:11
or so I try that’s a good question. I try and set up maybe touch points. So if they say, Hey, I’m going to pay off my car in seven months or I’m getting a promotion in seven months or blah, blah, blah, I’ll say hey, let’s knock out x y&z call me back in seven months, that kind of a thing because there’s no point of them spending the money you know if their situation is the same, but going that little extra mile I’ve never gotten. I know this sounds like I’m beating my chest, but I really don’t care if I’m proud of it. I’ve never gotten less than a five star review. And I think you’ll give me like a six out of five.
3:44
So I hope you guys enjoyed this episode. Please make sure to rate review and subscribe. It really helps our podcast grow. And thanks again. I’ll see you guys in the next one.
Transcribed by https://otter.ai
