Catherine Morgan

    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.


    Smart objectives
    • 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

    Register now for June