7: Catherine Morgan | How to Explore Client’s Emotions, Beliefs, and Behaviors

Catherine Morgan (Twitter and LinkedIn) is an award-winning financial planner and coach at The Money Panel and host of the In Her Financial Shoes podcast.  In addition to working with clients on a daily basis, she also has a financial coaching training program, where she teaches financial professionals across the world how to seamlessly incorporate … Read More Read More

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Are you ready to delve into the emotional side of money, enhance your practice, and forge deeper connections with your clients? The Human Side of Money Podcast offers actionable ideas and strategies to empower financial advisors with the skills needed to excel in understanding the behavioral aspects of finance. Join Chief Behavioral Officer Brendan Frazier as he shares invaluable insights, tips and strategies. Subscribe now to elevate your practice and client interactions!