How financial coaching can future proof your business
What you'll learn
We know that there is a strong calling for better financial education.
This presentation will show you what financial coaching is, why it is important and how having an emotional connection with clients will help you spot their money blocks, help them stick to your advice and future proof your business.
Understand what financial coaching is
Understand why it is important to have emotional connections with clients
Practice asking 3 powerful questions to receive 3 powerful responses that they can use with your clients (and at home!)
Learn how to spot a clients financial blocks and identify strategies that can help clients stick to their plan and the advisers advice.
Be able to explore other coaching principles with clients to engage with them at a deeper level to future proof their business
More about Catherine
Catherine Morgan is on a mission to change the financial services industry from one of complicated financial products to one that helps educate in simple language with no financial jargon (and no suits!).
She is a firm believer that "more women need to take back financial control and be financially resilient." In 2018, she was nominated as a Finalist for 3 Awards in the Women In Financial Services Awards and her radio show ‘The Money Mindset Show’ was nominated as a finalist for UK Money Blogger SHOMO award for Best UK Money Podcast... this is now an official iTunes Podcast called ‘In Her Financial Shoes.’
Illuminate live runs over six dates and locations
All of our illuminate live session begin at 9.15am for registration with a welcome at 9.45am. The first workshop begins at 10am and we finish with drinks at 3pm.
4 June – Belfast
Maldron City Hotel, 20 Brunswick Street, Belfast BT2 7GE
5 June – London
etc venues St Paul’s, 200 Aldersgate, London EC1A 4HD
6 June – Birmingham
Malmaison, 1 Wharfside Street, Birmingham B1 1RD
11 June – Bristol
Aztec Hotel, Almondsbury, Bristol BS32 4TS
12 June – Leeds
The Studio, Whitehall Road, Riverside West, Leeds LS1 4AW
13 June – Glasgow
The studio, 67 Hope Street, Glasgow, G2 6AE