The Must-have For Any Financial Professional!

Discover The 59 Questions That Will Transform Your Relationships With Your Clients!


Calling All Financial Professionals!

I have the guide that you’ve been waiting for and I want to offer it to you free of charge so, if you’re looking for a way to integrate financial coaching into your work - look no further.

I want to help you open your eyes to the human side of money and teach you what it takes to give your clients everything they could ever need and more.

The guide that I want to offer you ‘59 Questions To Create Stronger More Profitable Relationships With Your Clients’ is THE ultimate resource for any financial professional.

If you’re ready to open your eyes to the power of human connection, I’m ready to help you to do so.

What Will You Learn From My Questions?

As a financial professional, the success of the financial advice you give is driven by their relationship with money and whether they stick to your advice - but there’s also one more thing you have to master…

The human side!

With my coaching questions, you will discover how to help your clients make powerful shifts in their relationship with money.

You can use these questions to engage your clients into some deep conversations and open up a pathway to deep exploration around their values, their money stories and their beliefs.

This is invaluable information to a financial professional!

This is your opportunity to gain access to the most powerful questions you can use to transform their relationship with money and create a deeper and more meaningful relationship with your clients.

So, what are you waiting for?

Start asking the important question!

my story

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 and also as a standalone business, I have been able to launch one of the most successful standalone financial coaching businesses 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 to name a few.

Today, I'm here to show you that you can support your clients more than ever with some very important questions.

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).