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 the latest episode of The ifa Show, Hayes & Co Insurance Services financial adviser Trish Gregory joins host ...
In the latest episode of The ifa Show, Rasiah Private Wealth founder and principal adviser Thabojan Rasiah joins host ...
In the latest episode of The ifa Show, Pivot Wealth founder Ben Nash joins host Keith Ford to break down the secrets to ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin