Select The Best Time And Date For Your Call With Catherine

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Are you talking about the wrong thing?

Most financial professionals lead with the logical side of money, the solutions. But over 90% of the decisions our clients’ make with money don’t come from a logical place, they come from a place of emotion. How they FEEL about money. The deep change work comes from exploring both to help our clients’ feel good, be good and do good with money

Today I want to invite you to schedule a free 30 min strategy call with me to find out how you can use financial coaching to increase your value proposition, deepen your relationship with your clients, and future-proof your business.

It’s time to awaken the human side of money.

Schedule A Free Strategy Call Here!

What Can You Expect From A Strategy Call With Me?

As a financial professional, you know that your clients have to trust that you know your way around money - but there’s also one more thing you have to master that most people tend to forget about…

I’m talking about the human side!

That’s why I would like to invite you to schedule a FREE strategy call with me so that we can create a strategy roadmap together to skyrocket your business to new heights. I want to help you open your eyes to the human side of money.

During this call, you will discover how to help your clients make huge shifts in their relationship with money

By using the power of mindset. You can use everything you learn from our call with your clients to open up your relationship with them and earn more trust than ever before.

Financial coaching is the future of financial services - book a call with Catherine and let’s talk about how you can integrate financial coaching into your business for more profit, more impact and deeper your relationships with your clients.

Don’t miss your opportunity to gain access to the most powerful information you can use to grab your client’s attention, explore another side to your career, and secure more clients. If you’re ready to open your eyes to the power of human connection, I’m ready to help you to do so.

Schedule A Free Strategy Call Here!

As Featured In:

"I can't wait to share the skills I am learning with my clients BOTH my expert knowledge in financial but also helping clients to discover their limiting beliefs."

- Emma Louise Wright

Chartered Financial Planner

"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. Catherine is the consummate host and going through it with a group of peers helps to deliver the maximum value."

-Rohan Sivajoti

Co-Founder Next Gen Planners

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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).

Select The Best Time And Date For Your Call With Catherine

Are you talking about the wrong thing?

Meet your mentor

As Featured In:

- Emma Louise Wright

-Rohan Sivajoti

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