How to Build a Value Proposition Around Your Clients

Download Catherine’s free Self Limiting Beliefs workbook:

Have you ever wondered how to create more impact, influence, income, value and more meaning for you and your clients? This presentation by Financial Coach, Catherine Morgan, The Money Panel helps you uncover how.

Learning objectives

  • Learn how to spot your clients’ self limiting beliefs around money.
  • Understand how your money beliefs influence your interactions with clients.
  • Explore the three most powerful questions you can use with your clients.
  • How to make sure clients have no barriers to implementing their financial plan.