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The Adviser Gap Podcast

Nov 8, 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.

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