Are you ready to Radically Increase your Client Retention with Financial Coaching using the money narrative clearing® framework?

Are You Ready To Radically Increase Your Client Retention With Financial Coaching Using The Money Narrative Clearing® Framework

Calling all financial professionals!

Are You A Financial Adviser, Planner or Accountant Wanting To Have Deeper And More Meaningful Conversations With Your Clients & To Create Greater Focus On Your Client’s Relationship With Money?

Then we’ve got the perfect training for you.....

The truth is: getting people to financial transformation is about more than the practical steps and advice.
As somebody who has been a financial adviser and worked with hundreds of clients, I have seen first hand that more clients need more support with how they FEEL about money, not just what they DO with money. 

Our mission is to help financial professionals like you to integrate tools in financial coaching, allowing you to focus on your client's internal dialogue to release the money fears holding them back from gaining more wealth and keeping hold of it.

Learn our proven signature Money Narrative Clearing® Framework to transform your clients’ limiting beliefs and emotional relationship with money and access the tools to embed financial coaching into your work as a financial professional 

So, what are you waiting for? 

What To Expect From The Coaching Tools Training:

During the training, you can expect to learn all of the following and more:
  • How your clients really make financial decisions using my exact 6-step Money Narrative Clearing® Method 
  • ​How to monetise and integrate financial coaching into your business
  • ​How Financial Coaching can take your skills to the next level of emotional engagement with your clients to create more meaningful conversations
  • How to increase your value proposition, the impact for your clients, and your business income.

Access the FREE training Now!

Learn how to create radical change in your client's emotional relationship with money
(and maybe yours at the same time!)
Training duration is approximately 1hr

Introducing The Host Of The Masterclass: Catherine Morgan!

Hi There, I'm Catherine Morgan! 

I’m on a mission to help more financial professionals to explore the emotional and practical sides of money.

Having worked in banks since the age of 18, I became very disillusioned with the focus on complicated financial products. I discovered Financial Coaching and by incorporating this into my work as a Financial Planner I have been able to launch a hugely successful standalone financial coaching business in the UK.

I am a qualified Financial Planner, Certified Financial Coach, Certified Practitioner in NLP (Neuro-linguistic programming), Certified Law of Attraction Life Coach, Certified Hypnotherapy Practitioner, Financial Abuse Specialist ®, and a Trauma of Money Method ® Facilitator.

Today, I'm here to show you how you can help your clients not just be wealthier but feel wealthier. Help them move from feeling disempowered to empowered with money.

Get ready to discover the human side of money!
Disclosure: Catherine Morgan is a trading name of The Money Panel Ltd. The Money Panel may receive financial compensation from a merchant if a reader chooses to purchase goods/services via links on this website. You are in no way obligated to make any purchases and there is no additional cost to the reader by using these links. I am always honest in my opinions and will only recommend products or services that I have either used myself, or that I believe could be of benefit to readers. Any information given on this site is not to be taken as Financial advice and is therefore not regulated by The Financial Conduct Authority (FCA).