Learn The Proven Money Narrative Clearing® Framework
Are You Ready To Radically Increase Your Client Retention & Have Deeper More Meaningful Conversations With Clients?
Are You A Financial Adviser, Financial Planner or Accountant & Want To Have Deeper And More Meaningful Conversations With Your Clients & To Create Transformation For Your Client’s Relationship With Money?
The truth is: getting people to financial transformation is about more than the practical steps and advice...
What You Will Learn
The 4 Outcomes Of This Training:
How your clients really make financial decisions using my exact 6-step Money Narrative Clearing® Method
How to monetise and integrate financial coaching into your business
How Financial Coaching can take your skills to the next level of emotional engagement with your clients to create more meaningful conversations
How to increase your value proposition, the impact for your clients, and your business income.
Access The FREE Training Now!
Learn how to create radical change in your client's emotional relationship with money (and maybe yours at the same time!)
Coaching Tools Masterclass Replay
Training duration is approximately 1hr
What Our Students Think...
Rohan Sivajoti
Co-Founder Next Gen Planners
“This work enabled me to ask better and deeper questions to clients in meetings and build the confidence to do so.”
Danielle Brophy
Financial Planner
“This work has given me more confidence to talk about the clients relationship with money and comfort to use the right language to articulate emotional and psychological aspects of money into my meetings.”
Hey there, I’m Catherine
I’m on a mission to help financial professionals to explore the emotional side of money for better financial outcomes.
"You know those moments when a client isn’t moving forward despite your best advice? I used to feel that way, too, as a financial adviser of 17 years.
Until I discovered that human beings are driven by emotions and through the work of Financial Coaching I was able to create better financial results for my clients, help them navigate some of life’s financial milestones such as divorce, grief and transitions with more ease and help them stick to the money advice I was giving them.
I am a qualified Financial Planner, Certified Financial Coach, Certified Practitioner in NLP (Neuro-linguistic programming), Emotional Freedom Technique (EFT) and Matrix Reimprinting Practitioner, Certified Hypnotherapy Practitioner, Financial Abuse Specialist ®, Trauma of Money Method ® Facilitator and Inherited Family Trauma Practitioner.
Today, I'm here to show you how you can help your clients not just be wealthier but feel wealthier in life.
Get ready to discover the human side of money!