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.
In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Estelle Parker, the co-CEO of the Responsible ...
In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by ifa news editor Keith Ford to discuss the ...
In the latest episode of the ifa Show, host Maja Garaca Djurdjevic sits down with founder and director of Forte Asset ...
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