Are you ready to give more meaningful advice and create more income and impact (without having to work harder)

Are you ready to give more meaningful advice and create more income and impact without having to work harder?

Are you ready to give more meaningful advice and create more income and impact without having to work harder?

Calling all financial professionals!

Are you a Financial Adviser, Planner or Accountant? 

Then we’ve got the perfect training for you.

At the Financial Coaching Masterclass, our mission is to help financial professionals like you to integrate tools in financial coaching, so you can focus on your client's internal dialogue to released their money fears holding them back from having more wealth and keeping hold of it.

We believe that helping advisers to learn the skills they need to change their client’s beliefs and relationships with money can be extremely beneficial and can contribute to achieving their financial goals.

So, what are you waiting for? Secure your ticket for the upcoming masterclass whilst spaces remain available!

What To Expect From The Financial Coaching Masterclass:

During The Financial Coaching Masterclass, you can expect to learn all of the following and more:
  • What financial coaching is and how you can empower your clients to develop their emotional relationship with money without advising them on products.
  • ​How your clients really make financial decisions and how you can create powerful advice that sticks.
  • How to spot a client’s self-limiting beliefs about money using our unique Money Narratives Clearing ™ process.
  • ​How to increase your value proposition, the impact for your clients, and your business income.

Watch The Masterclass Now

Learn how to future proof your business by focusing on the human side of money.
Immediate Access
Webinar lasts approximately 40 mins

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).