marketing for financial coaches and planners ready to skyrocket their income & impact
by the end of this programme you will:
week 1:
Nail your vision, purpose, mission and niche
Know who you want to serve and where to find your ideal client.
week 2: perfecting your message and story
Learn the 4 steps to sharing your message & story to grow your audience and trust factor.
week 3: learn how to position financial coaching
Craft your elevator pitch and build your credibility & authority
week 4:
How to use your branding & messaging to create content
Understand how to attract clients
week 5: understand the Build, Borrow, Buy methods of audience growth
Understand the key strategies to audience growth that build reciprocity and trust
week 6:
the simple way to create content in less time
Learn how to create & share more content in less time!
week 7:
the one simple method to expanding your audience reach overnight
Develop your strategy to confidently be featured on podcasts, in publications, & in the media regularly.
week 8: using partnerships to grow your audience
How to grow your revenue using partnerships, referrals and social media
week 9:
Create a step by step business plan to grow your income and impact
An overview of different online strategies to create products (memberships, courses, masterminds, evergreen, live, corporate, workshops, programmes) and services
week 10:
the simple steps to designing your first workshop
Develop, create and design your first online programme, workshop, or product ready to sell with ease.
week 11: understand the value ladder to build your audience
The key steps to creating your product value ladder to guarantee scaleability and long term growth.
week 12:
Launching your offering
How to launch using the four p's framework - positioning, purpose, passion and profit
reach new levels of income and impact without
burnout
With
Suzy Ashworth
Suzy is a Hay House author, TEDx speaker and a mindset and business coach.
including
value £997
With
Sam Rathling
Sam is a LinkedIn Expert & Social Selling Strategist. Transforming your Sales Pipeline, helping Sales & Marketing Teams to Prospect Effectively & Build Brand Awareness.
including
value £397
With
Jo Swann
Jo Swann is the founder of Chocolate PR, an award winning agency passionate about raising the bar and giving the PR industry a better name. Jo is driven by passion for helping businesses benefit from the power of PR, with a specialism for working with growth businesses and ambitious entrepreneurs.
including
value £997
With
Aleena Brown
Aleena is Chief Online Business Operations Manager for The Money Panel ®, WordPress and email systems specialist, and all round tech whizz!
Come along to our LIVE Tech Clinic to help you with all your tech questions.
including
value £297
consistent income, impact, and more
time back
as featured in
what others are
saying
what to
expect
Weekly Live Teach & Q&A
With Catherine
Every week you will have access to a 45 minute live group teach with Catherine. Each session will be followed by a live 45 minute Q&A session.
This is your opportunity to ask those burning questions related to the week's topic of focus, ensuring that you are ready to take your learning and implement confidently.
No question is too silly! We will be joined throughout the 12 weeks by experts around Confidence, PR, Website tech, and business operations.
Weekly Action Steps
& accountability
Each week you will have simple and effective action steps to take away from the session.
Expect easy to understand and implement workbooks with tasks designed to give you fast action results without overwhelm.
You will have access to your library of resources, workbook and marketing strategy template to dip into and refer back to whenever you need or want to.
Pop Up Community
Inside a private Facebook Group
Share anything inside the private group - from questions to sharing your wins and progress.
One of the biggest pieces of feedback that we get from Financial Professionals is the incredible value that community brings.
This is where you get the chance to be part of a nurturing group of like-minded professionals who share your vision and drive in the Financial Coaching space.
Collaboration Opportunities
Within the Community
One of the most incredible things that we see within our community is the innovation and collaborations that happen when we come together.
We know that the impact we can have multiplies when we come together in this way.
We have seen our community come together to start brand new businesses, triple their income, and even launch their own podcasts - all with the support of their community behind them.
Strategy Templates
To guide your process
Over the course of the 12 week programme you will be provided with strategy templates 100% customisable for your own niche, vision, and purpose.
As you work through your own template, by the end of the 12 weeks you will have a complete marketing strategy plan to guide you through your financial coaching marketing process for life.
This dynamic marketing strategy plan will become one of your most important - if not THE most - documents in your business.
Why
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.
i'm ready to
grow
Invest Upfront
£1997 + VAT
Spread the Investment
3 x £665.66 + VAT
Extended Plan
6 x £328.83 + VAT
FAQ
The programme begins on Friday April 23rd at 10am.
Sessions are held every Friday as follows:
Friday 23rd April, 10am - 11:30am GMT
Friday 30th April, 10am - 11:30am GMT
Friday 7th May, 10am - 11:30am GMT
Friday 14th May, 10am - 11:30am GMT
Friday 21st May, 10am - 11:30am GMT
Friday 28th May, 10am - 11:30am GMT
Friday 4th June, 10am - 11:30am GMT
Friday 11th June, 10am - 11:30am GMT
Friday 18th June, 10am - 11:30am GMT
Friday 25th June, 10am - 11:30am GMT
Friday 2nd July, 10am - 11:30am GMT
Friday 9th July, 10am - 11:30am GMT
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