Latest / Financial Planner Life Podcast
Catherine Morgan on financial wellbeing, personal branding and why more women should join the financial planning profession.
Sam Oakes from the Financial Planner Life Podcast interviews Catherin Morgan of episode 12
This week’s guest is Catherine Morgan who is a multi-award-winning financial planner, podcast host & financial coach at Money Panel.
Catherine’s career started in banking as a cashier, quickly rising through the ranks of bancassurance to sales manager, a detour into personal styling proved instrumental in changing the way she thought about financial planning for women.
“When sales became a bigger priority than the wellbeing of a client, I knew it was time for a change”
Disillusioned with the sales…
The skinny
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