Financial Coaching Marketing



This is for you if you are...

A financial coach but not consistently booking clients or making the money you want

Feeling overwhelmed with social media and marketing and don’t know where to start

You want a marketing strategy to get started with accountability and support

Not in the position to outsource your marketing to an agency but need the knowledge to do it yourself

Have the skills to be a financial coach but want to progress your work from it being a hobby to a profitable business

cath trans


Catherine Morgan

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 and self-marketer here to show you how you can achieve £10k+ months consistently and simply.

Your clients need your skills and knowledge, but they also need to be know where to find you!

But I'm here to show you how to be more visible, attract your ideal clients, and grow a consistently profitable business.

What You Get

bonus Lesson #1

7 steps to creating awesome blog posts to attract your ideal client!

Aleena (1)


Aleena Brown

Aleena is a freelance virtual assistant, WordPress and email systems specialist, and all round tech whizz! She is what is known as a multipotentialite (all the best VA's are!), and with a background in blogging she is going to share with you just what it takes to write awesome blog posts to attract your ideal client and grow your brand authority.


Live WordPress demo

Step by step from writing to publishing

value £297

bonus Lesson #2

linkedin masterclass with sam rathling

sam rathling


Sam Rathling

Sam is a LinkedIn Expert & Social Selling Strategist. Transforming your Sales Pipeline, helping Sales & Marketing Teams to Prospect Effectively & Build Brand Awareness.


The 5 things you need to do right now to generate leads from LinkedIn

Social selling strategies & the perfect LinkedIn profile

value £347

Over the 4 sessions you will learn:

How to find your ideal client

How to set up your social media profiles

How to set up a basic sales funnel to start attracting your first 100 clients for immediate income

How to build a brand that attracts your ideal client

Basics of blogging and SEO to maximise your reach and visibility

How to create a 12 month content plan with ease to attract clients

The importance of your brand, story telling and PR

How the value ladder works, how to position your services and build your audience of raving fans

Step into the mindset of a marketeer and create your first lead magnet to build an email list


When does the course start?

Your sessions are available immediately so you can  go through them at a pace defined by your needs.

How will I be billed?
What do I need?

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