DISCOUNTED BONUS OFFER (save 33%) FOR A LIMITED TIME ONLY
Schedule A Free Strategy Call To Discover How Financial Coaching Could Dramatically Increase Your Value Proposition, Deepen Your Relationship With Your Clients, Increase Your Revenue And Future-Proof Your Business!
Get The Proven Money Narrative Clearing® Framework To Transform Your Clients' Relationship With Money
IT’S TIME TO CREATE TIDAL WAVES OF CHANGE FOR OUR CLIENTS RELATIONSHIP WITH MONEY
00Hours00Minutes00Seconds
FEATURED IN:
Get The Proven Money Narrative Clearing® Framework To Transform Your Clients' Relationship With Money
IT’S TIME TO CREATE TIDAL WAVES OF CHANGE FOR OUR CLIENTS RELATIONSHIP WITH MONEY
FEATURED IN:
I know why you're here...
you want to have deeper and more meaningful conversations with clients & to create greater focus on a client’s relationship with money
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.
Instant Access To Self Paced Financial Coach Learning Hub
Lifetime access to 30 self paced videos with accompanying workbooks and small steps of action to implement the learning.
Learn our proven signature Money Narrative Clearing® Framework to transform a clients’ limiting beliefs and emotional relationship with money.
Access tools to embed financial coaching into your work as a financial professional
take a look at what some of our customers have to say
Scott Stackhouse
Lifestyle Financial Planer
"Catherine showed me how to use tools and conversation methods that could help the client gainer a deeper understanding about themselves and see the truth around some of their habits & beliefs around money which in essence could be holding them back.."
Sara Walker
Financial Planner & Money Mentor
"Working on the course identified a major money block for me, I was not charging enough which made me re-think my services and fees."
Rohan Sivajoti
Co-Founder Next Gen Planners
"The programme has enabled me to ask better and deeper questions to clients in meetings and build the confidence to do so. It's super value for money."
Danielle Brophy
Financial Planner
"The programme has given me more confidence to talk about our relationship to money, and a greater comfort in using the right language to articulate the emotional and psychological aspects of money. It has really enabled me to further follow such a fascinating field and I am so glad I joined in on the course."
Tracey L Reddings
Reddings Wealth Management Ltd.
WARNING!
This will change your own relationship with money, not just your clients!
The Challenges We Face In Financial Services
Clients don't stick to your advice
Intentions and plans are great, but often the required action doesn't follow as they are operating from fear and scarcity with money.
Intentions and plans are great, but often the required action doesn't follow
as they are operating from fear and scarcity with money.
Clients make 90%+ of their financialDecisions based on emotions
Clients make 90%+ of their financial decisions based on emotions
Instead of doing based on logic. They feel great when they leave
your meetings, but then they don't follow through.
Instead of doing based on logic. They feel great when they leave your meetings, but then they don't follow through.
You want ways to focus on deepening the meaning for your clients'
You want ways to focus on deepening the meaning for your clients'
You know that getting to the clients' emotional and behavioural roots is the path to greater impact but you are unsure how.
You know that getting to the clients' emotional and behavioural roots is
the path to greater impact but you are unsure how.
Enhance your Relationships & Deepen your Skills
The Opportunity
Help clients make better financial decisions that stick by learning our Money Narratives Clearing™ 6 Step Process.
Understanding your own relationship with money will also help you bring awareness to how these biases may influence the advice you deliver (oooh interesting!)
This is an opportunity for you to strengthen your brand proposition. That’s a fancy way of saying that you will be building a business that has long term sustainability in financial services.
Now more than ever we are recognising in the financial services profession that our clients are struggling with the emotional relationships they have with money. Let’s be frank. Money can be almost a taboo subject.
That’s why we need more financial professionals like you to learn how to help your clients understand their relationship with money.
This is for you if…
- You're ready to understand the root of clients' behaviours (and your own) around money, get proven strategies to help them uncover and overcome those limiting beliefs and behaviours
- You're ready to learn my 6 step Money Narrative Clearing™ signature framework, and position your offering uniquely in order to grow your business.
- You're ready to STOP focusing on products and practical solutions that don't always seem to work and START focusing on the individual.
- You're ready to have deeper, more meaningful conversations.
This is for you if…
What you get instant access to…
Self-Paced Learning
Over 30 pre-recorded (easily digestible videos) to watch with small action steps to implement the tools around the 6 step Money Narrative Clearing® Methodology, including workbooks.
All trainings can be accessed via an app so you can learn on the go!
It includes the following outcomes:
- Define what Financial Coaching is and what benefits it will bring to you, your clients and the process.
- Understand, describe and bring awareness to your own core beliefs about money & how this influences your interactions with others.
- Understand and explain the cognitive processes that are at play during the discussions about money and how these influence communication between coaches and clients.
- Identify a client's borrowed beliefs and carried emotions and how intergenerational wealth patterns can affect a clients relationship with money.
-
Understand what financial trauma is and how you can recognise the signs to know how to support your client.
-
Understand and observe how to use reflective language to uncover a clients’ limiting beliefs.
- Understand and apply the willingness and confidence scale to help your clients make and track their financial wellbeing progress.
-
Learn how to integrate your knowledge commercially and price sustainably using the one to one and one to many strategies.
- Be confident with how to frame the start of your coaching meetings to help prioritise multiple challenges that your client shares.
-
Understand and describe the importance of setting goals that are rooted in financial wellbeing outcomes rather than limited by pre-set beliefs around money.
-
Understand how to elicit a client's financial values to move towards greater financial wellbeing.
-
Appreciate why our clients money habits, beliefs and behaviours are often on autopilot and how to stretch their financial comfort zones to create greater financial wellbeing.
-
Understand why financial conflict happens, and help clients to navigate financial conflict to create positive conversations with money using the STRONG model.
-
Identify if a client is motivated and ready to navigate conflict using the DARN model.
-
Understand how our language around money can influence our preferred conversations about money.
-
Understand how to identify a client's financial values in alignment with their spending habits.
-
Open up a conversation about money beliefs at the start of your coaching session.
-
Understand how to utilise a borrowed beliefs checklist and a borrowed beliefs timeline
-
Understand the enoughness scale and the source of emotions.
You'll have a unique set of powerful coaching question scripts at your disposal for use in your own meetings
By the end of this programme
you will be ready to further support paying clients, strengthen your brand, & create long term sustainability for your business and your income
Rachel
Click the play icon to listen to Rachel's testimonial:
Kristen Cunliffe
Red Star Wealth
What makes this programme unique?
Discover what makes this programme so unique!
- Discover Catherine's Money Narrative Clearing® Framework for helping shift a clients limiting beliefs around money
-
Learn practical proven coaching tools and techniques to use in your existing practice
-
Learn from someone who has been a Financial Planner who understands the challenges of regulated integration
BONUSES!
Bonus One
COMPLIANCE MASTERCLASS & WHITE LABELLED CLIENT AGREEMENT
A 60 min Masterclass with Karen Malin, Compliance Expert in Financial Services to answer the questions surrounding how to integrate coaching and the differences between advice and guidance. We also include a white labelled coaching client agreement to help you with the regulated integration.
VALUE: £397
Bonus Two
A 75-PAGE PRODUCTIVITY PLANNER
Download our 75-Page 8-Part Juicy Productivity planner to help you make more money in less time. Create more structure that organises your day around short-term or long-term goals you'd like to accomplish.
VALUE: £147
Bonus Three
PROVEN 7-MIN AUDIO TO FAST TRACK A POSITIVE MONEY MINDSET
VALUE: £47
Total Package Value: £2388
FREE BONUSES WORTH: £591
3 Instalments Of £499 +VAT
3 Instalments OfVIP Discount
33% off
£499 +VAT
only £333 + vat
only £333 + vat
(no extra for instalments)
Invest In Full Only £1497 +VAT
Invest In Full OnlyVIP Discount
33% off
£1497 +VAT
Only £997 +VAT
Only £997 +VAT
(no additional payments)
Learn our unique money narrative clearing Methodology to transform your clients relationship with money
DIFFERENTIATE YOURSELF and INCREASE YOUR INCOME & IMPACT IN THE WORLD
ABOUT CATHERINE MORGAN
Hi I'm Catherine
Most often found in my fave PJ's, tea lover (builders for the win), and not-so-secret Cath Kidston addict.
I’m on a real mission to help more financial professionals to explore the emotional and practical sides of money because money is both logical and emotional!
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 ®, Emotional Freedom Technique (EFT) Practitioner and a Trauma of Money Method ® Facilitator.
Winner of the Financial Marketing Influencer of the year award 2021 & Financial Wellbeing Champion of the year 2021.
I understand the regulated world and the challenges this can bring.
Many clients self-sabotage their financial wellbeing and future by not being able to follow your plan and advice because of their feelings, emotions and behaviours.
But I'm here to show you that you can support them more than ever, and in this programme I will be sharing my exact framework to deep change.
ABOUT CATHERINE MORGAN
Hi I'm Catherine
FREQUENTLY ASKED QUESTIONS
How are the lessons delivered?
This programme is split into SELF-PACED so you get immediate access to all the content.
Can I upgrade to the full Certification programme that you offer?
Yes. If after completion of the coaching skills programme you would like to upgrade to the full Certified Financial Coach Programme, you can do so by emailing hello@themoneypanel.co.uk
How will I be billed?
If you choose to pay in instalments, we will automatically deduct the payments every calendar month for 3 months from the time at which you sign up to the programme.
is this program structured CPD?
This course is accredited by the UK CISI for 10 hours of structured CPD. The programme has defined learning outcomes which we will send to you for your CPD records.
You will also receive a CPD certificate (Also a CISI one if you are a CISI member) at the end of the programme for your learning time.
I want to send more than one member of my team, do you offer a discount for this?
Yes. Please email us at hello@themoneypanel.co.uk for more information.
Is this programme suitable if I am an accountant, mortgage adviser, paraplanner or other financial professional?
Absolutely yes. We welcome many accountants, mortgage advisers and other financial professionals to our programme.
Integrating financial coaching into your business will strengthen your value proposition and help you navigate your clients relationship with money.
© 2023 CATHERINE MORGAN TRADING NAME OF THE MONEY PANEL LIMITED | COMPANY REGISTRATION NUMBER 137407
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).
