The real value you can offer is to help the client create their own solutions
The Challenge
You want to explore a different way to add even more value to your service proposition and focus on people not products
Your clients want to take action, but even with the best advice and planning they are fearful, or stuck in a cycle of inaction.
You want your work to feel more meaningful at times of emotional change for your clients (divorce, inheritance, retirement)
introducing the 12 week award-winning programme
The programme has been specifically designed to complement your work as a financial adviser or planner or for you to consider as a stand alone business.
The only programme of its kind - where the adviser, planner, and coach become one!
By the end of this programme, you will be ready to further support paying clients, strengthen your brand, and create long term sustainability for your business and your income.
You will receive a Certificate of completion.
PLUS Limited Time VIP Bonuses worth over £600!
The Opportunity
Make money more meaningful for your clients and help them with their emotional decision making
Learn a new way of developing higher value in your business to and create long term sustainability
Understanding clients behaviours and emotions is the key to unlocking deeper trust & meaningful financial advice
Learn and practice the core skills of a financial coach
Practice intuitive listening
How the brain processes money beliefs
The 3 stages of how our clients beliefs are formed
Learning Outcomes (720 Mins Structured CPD for you)
Understand what financial coaching is and the benefits it brings to planners, advisers and clients
Understand your own beliefs about money and how these influence your interactions with your clients
Examine the interaction between emotions and behaviours and the impact that this can have on client outcomes
Learn the origin of emotions and how this influences our world view
Understand and describe why we favour what is familiar to us and how to help clients break out of their financial comfort zone
Learn the cognitive processes that are at play during discussions about money and how these influence communication between coaches and clients
Look at the benefits and challenges of the development of habits and how clients' behavioural patterns can be interrupted
Practice using the tools that you can use to identify the root of your client's conflicts
Understand our unique 6 Step process to successfully navigate conflict situations.
Understand and explain the drivers of conflict
Practice the qualities, skills and techniques required to be a successful financial coach
Understand and describe how iterative change benefits the formation of lasting habits
Understand the methods available to record the coaching process that complements the regulatory requirements and next steps to use this in practice in your role back in the office
Use and play a recognised model to analyse your client's habits and attitudes to money
Programme enrollment open now
This will change your own relationship with money, not just your clients!
Limited Time VIP Bonuses!
compliance masterclass
Bonus masterclass with Karen Malin, Financial services compliance director.
Compliance masterclass covering all your questions about FCA compliance, including client agreement templates for you to use.
Value: £397
how can I secure coaching clients?
vip bonus
Access to our online 'Financial Coaching Marketing Lite' Course.
Understand how to find your ideal client, attract clients and create engaging social media content as a financial coach.
Plus bonus masterclass on how to write highly searchable blogs on wordpress & how to find clients using Linked In
Value: £397
how can i make this work for my business?
vip bonus
Bonus masterclass with Lisa Johnson, global multi 7 figure passive income strategist.
'Business Models for More Money in Less Time'
Value: £997
what is financial trauma & how will i know how to recognise it?
vip bonus
Bonus masterclass with Caroline Strawson, Multi award winning ICF Accredited Trauma Informed Certified Coach
'Understanding the dynamics of financial trauma & how it affects your clients'
Value: £450
How will i know what to charge?
secure bonus today
Pricing masterclass with Catherine
Value: £250
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 programme I will be sharing the practical tools and exercises you need to do that.
FAQ
This 12 Week programme will will be taught LIVE and start on 3rd December 2020 with fortnightly teach sessions thereafter and implementation exercises to do in between. All calls will be 10am-12pm on teach days.
You will be put into buddy groups for accountability over the 12 weeks.
The dates of the live training are:
3rd December - 10am-12pm
17th December - 10am-12pm
7th January - 10am-12pm
21st January - 10am-12pm
4th February - 10am-12pm
18th February - 10am-12pm
There will be a bonus classroom celebration on Friday 26th February (Time TBC)
All sessions are recorded if you miss one
© COPYRIGHT CATHERINE MORGAN 2020 | TERMS AND CONDITIONS