Get The Proven

Money Narratives Clearing® Framework

To Transform Your Clients' Relationship With Money

IT’S TIME TO CREATE TIDAL WAVES OF CHANGE FOR OUR CLIENTS' RELATIONSHIP WITH MONEY

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FEATURED IN

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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.

The Challenges We Face In Financial Services

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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.

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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.

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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.

HERE IS THE OPPORTUNITY

Enhance Your Relationships
& Deepen Your Skills

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Help clients make better financial decisions that stick by learning our Money Narratives Clearing™ 6 Step Process.

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Transform your own relationship with money and learn how to leave your biases at the door.

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Integrate financial coaching into your work​ to unlock deeper and more meaningful conversations.

Because What Matters Most Is The Power Of Emotional Connections

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.

And Let’s be frank...We are not perfect with money either!

Understanding your own relationship with money will also help you bring awareness to how these biases may influence the advice you deliver (oooh interesting!) and how you can transform your own money habits.

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 our proven 6-step Money Narratives Clearing™ signature framework and position your offering uniquely to enhance your value proposition.

  • You're ready to STOP focusing on just products and practical solutions and ready to START focusing even more deeply on your clients' behaviours with money.

  • You're ready to have deeper, more meaningful conversations to enhance your own joy in your role

What You Get When You Join Us...

Instant Access To A Self Paced Financial Coach Learning Hub

DOWNLOADABLE APP FOR ON THE GO LEARNING

Lifetime access to over 30 self-paced videos with accompanying workbooks and small steps of action to implement the learning.

Learn our proven signature Money Narratives Clearing® Framework to transform a client’s limiting beliefs and emotional relationship with money.

Access the tools to embed financial coaching into your work as a financial professional.

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What Our Students Think...

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Sarah Roughsedge

“I was already finding myself naturally engaging in conversations in a deeper way with my financial planning clients and I felt there was so much more I could learn to better assist clients with their money journey. I started the program clear that this would make a difference to what I was doing. But it has more than exceeded my expectations. The content has been fascinating, educational, engaging and practical. This is a powerful program which will change people’s lives and I am so pleased that I embarked on this journey and can’t wait to play my role in coaching individuals through their transformational change!”

Scott-Stackhouse

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.."

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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."

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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

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 enabled me to further follow such a fascinating field and I am so glad I joined in on the course."

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Tracey L Reddings

Reddings Wealth Management Ltd.

"Catherine is such a force for good in our industry; in an industry that encourages competitiveness she has been a remarkable drive for collaboration and financial education; not the jargon but the deeply held beliefs that potentially hold us all back from making positive change.

Catherine’s program has taken me on a personal and professional journey of discovery and enlightenment. Personally, my purpose is about “equality of advice for women” and I wanted this program to help me to deepen the quality of advice and decision-making for my clients; but it has been so much more than that. Our business has gone from strength to strength this year and I am confident that has been testament to the tools and experience I have gained throughout the Financial Coaching Certification. Why not join the Tribe of new generation advisors that passionately believe “It's Not About the Money!"

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This Will Change Your Own Relationship With Money, Not Just Your Clients!

The Curriculum

SELF-PACED LEARNING IN BITE SIZED VIDEOS

Here's What You Will Learn:
  • 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.

  • Understand the biology around emotions, how this plays a part in conversations we have with clients and how to identify a client's physiological response to money.

  • Understand how to regulate the client’s nervous system when emotion comes up (for example divorce/inheritance scenarios).

YOU'LL HAVE A UNIQUE SET OF POWERFUL COACHING QUESTION SCRIPTS AT YOUR DISPOSAL FOR USE IN YOUR OWN MEETINGS

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The Financial Coach Community

In addition to all of the course resources, tools, and personal learning portal, you will also be welcomed into a vibrant and engaging community of like-minded financial professionals and coaches. We have seen some incredible partnerships arise through connections formed in the community.

By The End Of This Programme

You Will Be Ready To Strengthen Your Brand & Create Long Term Sustainability For Your Business And Your Income

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Kristen Cunliffe

Red Star Wealth

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What Makes This Programme Unique?

  • Discover The Proven Money Narratives Clearing® Framework for helping shift a clients limiting beliefs around money specifically designed for financial professionals

  • ​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

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You will also receive these trainings...

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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

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Bonus Two

A 75-PAGE PRODUCTIVITY PLANNER

Download our 75-Page 8-Part Juicy Productivity planner to help you plan and organise your time as a busy financial professional.

VALUE: £147

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Bonus Three

PROVEN 7-MIN AUDIO TO FAST TRACK A POSITIVE MONEY MINDSET

The exact audio I use daily to fast-track my mindset into a place of gratitude and growth and away from a lack mindset.

VALUE: £47

FREE BONUS TRAININGS WORTH: £591

Invest In Full Only

£1497 +VAT

Best Value For Money

3 Easy Monthly Instalments

£499 +VAT

Instalment Plan

5 Easy Monthly Instalments

£330 +VAT

Most Flexible

INNOVATION
DIFFERENTIATE YOURSELF AND INCREASE YOUR INCOME & IMPACT IN THE WORLD

Learn Our Unique Money Narratives Clearing® Methodology To Transform Your Clients Relationship With Money

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.

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FREQUENTLY ASKED QUESTIONS

When you join, you get instant access to over 30 SELF-PACED short video pieces of training with accompanying workbooks and activities. 

Many of our financial professional students find that this stage is all they need to add value to their service proposition and have the tools and framework to help clients improve their relationship with money. However, if after completion of this Coaching Tools Programme you would like to upgrade to the full Certified Financial Coach Programme, you can do so by emailing hello@themoneypanel.co.uk. 

If you choose to pay in instalments, we will automatically deduct the payments every calendar month for 3 months (or 5 months) from the time at which you sign up for the programme.

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.

Yes. We offer a corporate discount for more than 3 people in your business. Please email us at hello@themoneypanel.co.uk for more information.

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.