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S3 12 - Financial Planning Week 2019

S3 12 - Financial Planning Week 2019

FromIt's Not About The Money


S3 12 - Financial Planning Week 2019

FromIt's Not About The Money

ratings:
Length:
49 minutes
Released:
Oct 7, 2019
Format:
Podcast episode

Description

This week I was invited to join a panel discussion with the Chartered Institute for Securities and Investment (CISI) to promote financial planning week 2019. During the discussion, we dug quite deep into the difference between financial planning and financial coaching. I was joined by; Kelpana Fitzpatrick - Finance editor for Hearst Magazines. Chris Morris - Deputy head of financial planning at the CISI. Claire Phillips - Financial planning director at First Wealth. Dilwar Hussain - Marketing manager at the CISI (representing the public). Resources: Financial Planning Week 2019 Website During financial planning week 2019, you can register for free surgeries running throughout the UK. Join The Money Circle membership Book in a complimentary call to discuss how financial coaching can help you move from financial overwhelm to confidence and control.  My Online Courses - Investing for beginners from £1 Join Catherine's Facebook Page and FREE Facebook Group My Website  My YouTube Channel  Connect with me on Twitter, Instagram and Facebook 
Released:
Oct 7, 2019
Format:
Podcast episode

Titles in the series (100)

It’s not about the money is for women in business who know they want to make more money whilst holding onto more money and growing an abundance of wealth. You're tired of overgiving, undercharging and being stuck in a scarcity money mindset. You know you have it in you, you just need financial confidence and an abundant mindset. You're excited and ready to learn what it takes to make more money, invest and step into wealth. Hosted by Catherine Morgan, Author, Award-winning Financial Wellbeing Speaker, Financial Coach and Trauma-informed coach. You'll learn the steps to create more wealth, grow your business, and have a better relationship with money. This is the show for you to feel good with money and to explore the meaning beyond wealth. This podcast is the one to listen to if you're a female entrepreneur. ‘Formerly the In Her Financial Shoes Podcast.’