How IFAs can use money coaching in their practice - a podcast by Momentum Media

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.

Further episodes of The ifa Show

Further podcasts by Momentum Media

Website of Momentum Media