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Financial Coaching Questions
Powerful questions to engage your clients into some deep conversations about their relationship with money.
PLUS!
The single most powerful question I ask every client during our first session or discovery call!
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Focus on relationships, value & change work. Help your clients develop a healthy relationship with money, habits and emotions
So often it is our clients' unconscious beliefs about money that hold them back form taking your advice or taking action.
The thought, beliefs and emotions they attach to money, or perhaps more importantly, to making money.
Beliefs they have grown up with may not even be true. (Imagine that, things we learnt in our childhood that aren’t true!)
Is too much money a bad thing?
Is not enough money a bad thing?
Is it greedy to want more?
Understanding clients behaviours and emotions is the key to unlocking deeper trust & meaningful financial advice.
It's time to make money more meaningful for your clients and help them with their emotional decision making.
THE REAL VALUE YOU CAN OFFER IS TO HELP THE CLIENT CREATE THEIR OWN SOLUTIONS
About
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 therefore 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 download I am sharing powerful questions you can use to do that.
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