Financial Planner Life Podcast Catherine Morgan on financial wellbeing, personal branding and why more women should join the financial planning profession.
Sam Oakes from the Financial Planner Life Podcast interviews Catherin Morgan of episode 12
This week’s guest is Catherine Morgan who is a multi-award-winning financial planner, podcast host & financial coach at Money Panel.
Catherine’s career started in banking as a cashier, quickly rising through the ranks of bancassurance to sales manager, a detour into personal styling proved instrumental in changing the way she thought about financial planning for women.
“When sales became a bigger priority than the wellbeing of a client, I knew it was time for a change”
Disillusioned with the sales culture of bancassurance Catherine pushed forward into the IFA world and continued to explore how our emotions and behaviors can influence our financial decisions.
Catherine’s entrepreneurial drive saw her setting up the highly successful finance podcast for women ‘in her financial shoes’ and ‘the money panel’ an award-winning coaching business for both clients and financial planners.
Catherine takes us on an honest career journey of self-discovery.
We also cover
· Coaching Financial Planners & clients around financial wellbeing
· Personal branding & social marketing tips
· Why more women need to join the financial planning profession
· Free trial of her coaching plan for financial planners.
IF you are looking for a new job within Financial Planning reach out to Sam Oakes and Recruit UK who are Financial Planning Recruitment specialists.
if you would like to connect with Catherine morgan you can reach her at these website
www.catherinemorgan.com
www.themoneypanel.co.uk
Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
Be sure to follow Financial Planner Life on YouTube for extra content about career development within Financial Planning.
Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.
Want to appear on the Financial Planner Life podcast? Drop Sam a message.