There’s a much needed shift happening as financial services professionals realize that helping clients is rarely accomplished through selling products or just managing investments. The qualities of listening, coaching and changing financial behaviors are increasing in demand.

In this episode, Catherine Morgan of The Money Panel shares her journey through financial services, how personal trauma changed her course, the saving grace of NextGen Planners and how she’s built a hugely successful financial coaching business for busy women.

Links and show notes at https://innovatingadvice.com/post/episode29.

Connect with Kate on LinkedIn.

How Trauma Launched a Successful Financial Coaching Business with Catherine Morgan [Ep29] 41:31 Share

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How Trauma Launched a Successful Financial Coaching Business with Catherine Morgan [Ep29]