How Financial Coaching adds massive value to clients and practitioners

30 September 2020

Simonne Gnessen
Catherine Morgan

An increasing number of financial advisers are developing their proposition to include Financial Coaching. Hear from two experienced Financial Coaches: Simonne Gnessen of Wise Monkey Financial Coaching and Catherine Morgan of The Money Panel about its transformational value.

Discover how Financial Coaching can change lives by uncovering critical beliefs and issues, reduce anxiety by overcoming obstacles, and help the effective use of money in alignment with real goals.

Learning objectives

During this webinar you will:

  • Understand how Financial Coaching differs from Financial Advice and how they complement each other.
  • Understand the benefits of unregulated financial coaching and where the line with regulated advice sits.
  • Look at how a different sort of conversation can uncover and help deal with client’s irrational behaviours, habitudes and biases.
  • Identify the difference in skills between adviser and coach and recognise which works best and when.