129: Candice Bakx-Friesen: Tips from a Financial Coach

How can you be a more successful coach, financially speaking? It’s valuable information, and it’s here for you today! We’re talking about tips and strategies for success whether you’re a small business owner or simply handling your household finances.

Candice Bakx Friesen is a real estate agent in Manitoba, Canada. She’s a busy mom of four kids, ages 5-14, but she finds time for coaching and sales training. Candice is passionate about helping people reach their financial dreams in life and business. She has been a real estate investor since 2001. She takes a candid approach to business and has an affinity for getting past the fluff and getting to the root of each challenge for her clients so that they get a lot done., These qualities have led to her becoming a highly sought-after coach within the finance and real estate industries.

Show Highlights:

  • Candice’s background as a real estate agent and financial coach
  • How you were raised around money WILL affect your financial goals and values
  • How Candice helps her clients to work backward to set sales goals to meet their expenses, and not vice versa
  • Why communication is critical with couples and their financial goals
  • The systems Candice uses with her clients: budgeting, saving, and identifying needs vs. wants
  • How to have success in a new venture: (like when you take on coaching or consulting responsibilities)
    • Plan ahead
    • Find ways to put yourself “out there”
  • Why networking is key, not only with the people YOU know but with the people THEY know
  • The value of strong relationships, connections, and follow-ups
  • The balance between “doing my business” and “building my business”
  • Why you don’t need to pre-judge and make assumptions in determining who might need your services
  • The biggest plus in personal finances: having an emergency fund
  • The biggest plus in business finances: having a bookkeeper
  • Why maintaining a work-life balance is key for small business owners