The Adviser Gap Podcast

Author: Adviser Gap

The only podcast focussed on the no mans land between non-advisory roles and a financial adviser role. The hosts, Sean Banks and James Mousley, will be lifting the lid on the transition between these two roles with their mission to help as many individuals as possible bridge their own Adviser Gap. They will be joined by many fantastic guests to uncover their experiences, knowledge and top tips to provide the listener with actionable insights for a smoother transition. May include Sean and James having a bit of fun and talking rubbish along the way. - Theme tune by Joe Sheldon.
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Language: en

Genres: Business, Investing

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The Power of Financial Coaching with Catherine Morgan
Episode 17
Sunday, 8 November, 2020

This week on the Adviser Gap podcast we are joined by the ever-passionate Catherine Morgan, Founder of The Money Panel. Listen in to hear Catherine’s journey and evolution to one of the upcoming stars within the profession. Hear how her own experiences created a focus on helping women to have a greater understanding of money, control their emotions around money and most importantly provide them with lasting confidence and lifelong skill for managing their finances. Catherine is passionate about the power of financial coaching and how that provides the foundation for an advisers and planners relationship with their clients; so much so, that she has launched a Financial Coaching course to train and support her peers. As always, this episode offers great insight, tips and guidance for aspiring and experienced financial planners, advisers, and coaches alike. Useful links: https://themoneypanel.co.uk/ https://catherinemorgan.com/ https://twitter.com/themoneypanel https://uk.linkedin.com/in/catherine-morgan https://www.facebook.com/themoneypanel/