Is financial wellness legit? Traditionally, there’s been lots of shame in going to speak with a financial advisor since most of us have had no formal financial education. But there are positive shifts happening towards behavioral finance that are helping people with their financial well-being. Join us as we chat with recovered financial advisor turned certified financial coach Catherine Morgan to learn more about how you can incorporate financial wellness into your business and that is should be the starting point, not the end goal for you and your clients.

Catherine, Adam & Derek discuss:

• Catherine’s own personal trauma with money and a lack of financial wellness
• How financial advisors don’t need to be therapists but do need to listen and bring awareness to help unlock conversations that will help their clients really connect with their money, clients will remember how you made them feel
• Bringing a more sensory experience to your clients with their money
• How Money is a mirror of the relationship we have with ourselves
• The importance of helping clients feel safe and secure in their here and now, not just pushing happiness into the future
• And lots more!

Resources:

• Connect with Catherine Morgan on LinkedIn
• Learn more about Catherine’s mission to help 1 million women
• Follow RethinkFA on LinkedIn
• Apply to be a guest on the RethinkFA Think Tank

Connect With Adam Holt:

• Schedule an Asset-Map Demo
• [email protected] 
• Asset-Map 
• LinkedIn: Adam Holt
• LinkedIn: Asset-Map
• Facebook: Asset-Map
• Twitter: Asset_Map
• YouTube: Asset-Map 

Connect With Derek Notman:

• Schedule a Call with Derek
• Conneqtor
• LinkedIn: Derek Notman
• LinkedIn: Conneqtor 
• Twitter: Derek Notman
• Twitter: Conneqtor
• Facebook: Conneqtor 

Hosted on Acast. See acast.com/privacy for more information.