FCM trans 2

marketing for financial coaches and planners ready to skyrocket their income & impact

by the end of this programme you will:

Know how to position yourself as an expert

understand how to grow your audience fast and without overwhelm

be ready to create your first online programme

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

TMP home

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

Never Miss iTunes

Understand how to attract clients

week 5: understand the Build, Borrow, Buy methods of audience growth

An interview with Sara Price, founder of Actually & multi-million pound business owner, about protecting your lifestyle and finances after critical illness.

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

The Money Panel financial coaching for women

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


bonus Lesson #1

Creating a mindset for success Masterclass with 7 figure Hay house author & TEDx speaker

Suzy Ashworth


Suzy Ashworth

Suzy is a Hay House author, TEDx speaker and a mindset and business coach.


3 ways to identify how and why resistance is showing up

What to do when busyness and procrastination is stopping you from building your business

How to work beyond the noise of your inner critic.

value £997

bonus Lesson #2

generating high quality leads & build your personal brand from LinkedIn


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

Understanding your LinkedIn Social Selling Index

How to build your personal brand on LinkedIn to drive inbound leads -Practical tips on how to build your business through LinkedIn

value £397

sam rathling

bonus Lesson #3

how to get PR ready


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.


How PR works

Perfecting your PR foundations

Getting your story media ready

Identifying PR opportunities

Pitching Tips

value £997

Jo Swann

bonus Lesson #4

open tech q&a with the money panel tech guru

Aleena (1)


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.


Building Lead Magnets to attract your ideal client

Website questions

Course platform questions and comparisons

Writing blogs including keyword research

Email systems

value £297

This is for you
if you are...

This programme is for ambitious financial professionals who want to grow and scale their offering but just don't know the exact steps to take (yet!)

If you are secretly worried about showing up on social media or how you're going to find and build an audience who will actually book to work with you, you're in the right place.

Maybe you have always wondered how other professionals you see online consistently book clients and grow their businesses with ease.

This programme is for you if you are ready to work through the fear and self limiting belief that you can't do this... Because you CAN!

The Financial Coaching Marketing Programme will show you how.

Not consistently booking clients or making the money you want to

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

You are ready to grow a more profitable business

consistent income, impact, and more

time back

as featured in

As Featured In #1

what others are


FCM Testimonial Julie F
FCM Testimonial Kim Crewe

Over the 12 weeks
you will:

Nail your vision, purpose, mission, and niche

Understand how to position financial coaching

Learn how to use your branding & messaging to create content without overwhelm

Understand the Build, Borrow, Buy methods of audience growth

Plan your first product, workshop, or programme

Understand product ecosystems and value ladders to build your audience of raving fans

Know how to position yourself as an expert in the financial coaching space

Be ready to implement your first product ecosystem to make more money in less time and without overwhelm

what to


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.


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


Invest Upfront

£1997 + VAT

    Spread the Investment

    3 x £665.66 + VAT

      Extended Plan

      6 x £328.83 + VAT

        New Plan!


        When does the programme start?

        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


        How will I be billed?
        What do I need?
        What if I can't make one of the sessions?
        I am not a financial coach, is this for me?
        Will this be available again?
        How many places are available?
        Where will the sessions take place?

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