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

Catherine Morgan 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 the core skills and principles of financial coaching into their practice. We discuss: The Rapid-Fire 3-Pack of questions on behavioral finance that every guest answers How personal experiences shape your values, beliefs, emotions, and behaviors around money, including Catherine opening up to share her own powerful story Specific questions and strategies Catherine uses to guide clients through the process of uncovering their own experiences and the impact it had on their emotions, beliefs, and behaviors How Catherine crafts her messaging and designs her practice to have these conversations with clients and prospective clients given that no one ever says they want to explore their money beliefs The relationship-changing benefits of listening and Catherine’s tips on how to develop your listening skills To sign up for Brendan’s monthly newsletter focused on the human side of advice → Click Here Resources: The Money Panel In Her Financial Shoes Podcast Connect with Brendan Frazier:  RFG Advisory LinkedIn: Brendan Frazier X: @jbrendanfrazier Connect with Guest:  LinkedIn: Catherine Morgan X: @themoneypanel About our Guest:  Catherine Morgan is here to create more safe spaces, justice, and financial equality for women. As a Financial Adviser, Coach, and expert in several money-healing modalities, her gift is to help you heal your relationship with money to deserve, create and grow more wealth. Catherine is on a mission to help one million women become financially resilient, so that together they can create a world that’s full of safe, healthy, wealthy women who aren’t afraid to trust their intuition and follow their bliss. When more women have more wealth, we can change the world!