Unlock Deeper Client Conversations That Transform Financial Conversations
59 Powerful Coaching Questions To Unlock Your Client's Financial Blindspots and Transform Their Relationship With Money
What’s Inside
Infused with over 10 years of expert coaching experience, this guide supports financial professionals and coaches to serve their clients emotional relationship with money, to go deeper and create more meaningful conversations.
Your coaching questions guide includes:
59 carefully crafted questions that unlock hidden money beliefs
The #1 most powerful question to ask in your very first meeting
A framework for having deeper conversations while maintaining professionalism
Simple ways to integrate these questions into your existing client process
How to transform your client's financial blocks by addressing the emotional side of money
Ready For Deeper Money Conversations?
This guide will equip you with questions to explore a myriad of different money stories that will help you better understand how to support your client beyond the practical advice and plans around money, differentiating your service and your relationship with your clients.
Hear what others are saying
about this FREE guide...
"These questions completely transformed how I engage with clients. Now I'm having the kind of meaningful conversations that create real change."
- Sarah Roughsedge, Financial Planner
Hi I'm Catherine Morgan
Founder of The Money Panel & Creator of the Money Narratives Clearing® Framework.
After 17 years in traditional financial services, I discovered that the most technically perfect financial advice often fails without addressing the emotional side of money.
Having worked in banks since age 18, I became disillusioned with the focus on complicated financial products. That's when I discovered financial coaching - and it transformed not just my practice, but my own relationship with money.
Today, I help financial professionals and coaches create deeper client relationships that lead to better outcomes. My framework is used by over 150 certified coaches worldwide. Most importantly, I understand your world. I've sat where you sit now, wondering how to better serve clients who are stuck in patterns that prevent them from implementing perfect financial advice and plans.
These 59 questions are the same ones I use daily to create breakthrough moments with clients - and now I'm sharing them with you.