Uncover Hidden Money Beliefs: The 3 Keys to Transforming Financial Outcomes
Discover A Proven, Psychology-Based Framework To Deepen Client Outcomes And Create Lasting Financial Behavioural Change
Tired of seeing technically perfect advice fail to create real change?
Frustrated by clients who understand what to do but still don't take action?
Want to differentiate your practice beyond just technical expertise?
The truth is: getting people to financial transformation is about more than the practical steps...
Learn our proven signature Money Narrative Clearing® Framework to transform your clients’ limiting beliefs and emotional relationship with money and access the tools to embed financial coaching into your work as a financial professional.
Learn how on 27th March 2025 at 9:30 am
What You Will Learn
Discover The 3 Keys To Transforming Financial Advice Outcomes:
Why technically perfect advice often fails to create client action
The surprising truth about how your clients really make financial decisions
How to identify the invisible barriers blocking implementation
How to have deeper client conversations without compromising professionalism
Transform your own money journey into your greatest asset
Create trust and connection while maintaining boundaries
The proven 6-step Money Narratives Clearing® Method
How to seamlessly blend coaching with regulated advice or accountancy services
Practical tools to transform client outcomes immediately
27th March 2025 9:30am GMT (60 Minutes)
LIVE ATTENDEE BONUS COACHING TOOLKIT:
59 Financial Coaching Questions to Unlock Your Client’s Financial Blindspots
Replay available but if you attend live you will get…
Transform your client conversations with our proven collection of powerful coaching questions that:
Uncover your clients’ hidden money beliefs that are blocking their financial success
Create breakthrough moments in your very first session
Help clients discover their true relationship with money in minutes
Guide meaningful conversations that lead to lasting change
Turn surface-level money discussions into deep, transformative insights
Register To Join Us Below
Financial Coaching Webinar Masterclass Mar 2025 Yardstick
Training duration is approximately 1hr
What Our Students Think...
Rohan Sivajoti
Co-Founder Next Gen Planners
“This work enabled me to ask better and deeper questions to clients in meetings and build the confidence to do so.”
Danielle Brophy
Financial Planner
“This work has given me more confidence to talk about the clients relationship with money and comfort to use the right language to articulate emotional and psychological aspects of money into my meetings.”
Hey there, I’m Catherine
I’m on a mission to help financial professionals to explore the emotional side of money for better financial outcomes.
"You know those moments when a client isn’t moving forward despite your best advice? I used to feel that way, too, as a financial adviser of 17 years.
Until I discovered that human beings are driven by emotions and through the work of Financial Coaching I was able to create better financial results for my clients, help them navigate some of life’s financial milestones such as divorce, grief and transitions with more ease and help them stick to the money advice I was giving them.
I am a qualified Financial Planner, Certified Financial Coach, Certified Practitioner in NLP (Neuro-linguistic programming), Emotional Freedom Technique (EFT) and Matrix Reimprinting Practitioner, Certified Hypnotherapy Practitioner, Financial Abuse Specialist ®, Trauma of Money Method ® Facilitator and Inherited Family Trauma Practitioner.
Today, I'm here to show you how you can help your clients not just be wealthier but feel wealthier in life.