The ifa Show

How IFAs can use money coaching in their practice


Listen Later

After appearing at the Adviser Innovation Summit 2020, Talking Money's Melissa Meagher delves into the specifics of money coaching and how planners can offer this as a complement to their existing services on this episode of the ifa Show.

Melissa shares some of the specifics around her offering when it comes to licensing, education and pricing.

She also touches on what types of clients are best suited to money coaching services, how advisers can position a money coaching offering and why consumer behaviours around money are often difficult to shake.

...more
View all episodesView all episodes
Download on the App Store

The ifa ShowBy Momentum Media


More shows like The ifa Show

View all
Money News by Money News

Money News

10 Listeners

Motley Fool Money by LiSTNR

Motley Fool Money

89 Listeners

The Money Puzzle, with James Kirby by The Australian

The Money Puzzle, with James Kirby

46 Listeners

Ensombl Advice Australia by Ensombl

Ensombl Advice Australia

2 Listeners

Equity Mates Investing Podcast by Equity Mates Media

Equity Mates Investing Podcast

64 Listeners

Your Wealth by NAB

Your Wealth

6 Listeners

Australian Investors Podcast by Rask

Australian Investors Podcast

19 Listeners

FEAR & GREED | Business News by Fear and Greed

FEAR & GREED | Business News

11 Listeners

Investing Compass by Morningstar Australia

Investing Compass

28 Listeners

Straight Talk with Mark Bouris by Mentored.com.au

Straight Talk with Mark Bouris

158 Listeners

The Money Café with Alan Kohler by Intelligent Investor

The Money Café with Alan Kohler

35 Listeners

Chanticleer by Australian Financial Review

Chanticleer

22 Listeners

The Fin by Australian Financial Review

The Fin

17 Listeners

5 in 5 with ANZ by ANZ

5 in 5 with ANZ

8 Listeners

15 Minutes with the Boss by The Australian Financial Review

15 Minutes with the Boss

13 Listeners