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! Channels: Visit Financial PRO website www.financial-pro.comFollow Gary Das on Facebook and Instagram If you want to find out more about the CPD accredited Mortgage Adviser PRO course please visit  www.financial-pro.com/courses

Om Podcasten

Welcome to The PRO Podcast, where Gary Das and a diverse range of experts share the blueprint for excellence in life and business. We're more than a podcast; we're a community dedicated to mastery in personal and professional growth, aiming for success in all areas of life. You’ll find real stories, actionable advice, and a wealth of insights inspiring you to achieve peak performance - mentally, physically, and financially. The PRO Podcast is your ultimate guide to building a business, income, and lifestyle you love through generating leads, increasing sales, maximising profit, and building wealth. Our episodes range from in-depth interviews with thought leaders across various industries to interactive Q&A sessions and workshops, ensuring valuable learning for every listener. The PRO Podcast isn't just about becoming the best in your field; it's about redefining success on your terms. “Remember, now is the time to become PRO!” Subscribe to The PRO Podcast today - where becoming a professional is just the beginning, and discover the endless possibilities of where your personal and professional journey can take you.