PRO TIP 11 - Catherine Morgan On How To Help Clients Be Happier

In this episode Gary talks to Catherine Morgan on how to help the financial services profession to help their clients be happier and not just wealthier. We hear the relationship that we the producer and consumer have with money. In this episode, we’ll be discussing how to make clients focus more around financial well being while you take the lead in the financial roadmap. We will learn what a financial coach is, financial planning, financial adviser, financial therapy, and how each one contributes to the success of your brand or company. Do your clients need these services? Do you need these services? If you want to make your clients happier and not just wealthier then let’s listen to this episode. 

What Is Covered In Today’s Episode Of The Financial Pro Podcast:

• Consumer relationship with money
• What is a financial therapy
• Do you need a financial coach
• Behaviour finance
• The need for financial planning 

From motivation to mindset, personal branding to perseverance, you will learn tried and tested ways to generate leads, increase your sales and build a strong lifestyle business.

Gary Das takes you on an entrepreneurial journey of education, inspiration, and motivation to help you become a Pro of your industry!

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If you want to find out more about the CPD accredited Mortgage Adviser PRO course please visit  www.financial-pro.com/courses