Catherine Morgan

Commander
DISC Type : D

CEO and Founder of The Money Panel® at The Money Panel

St. Brelade, Jersey

Overview

Catherine Morgan is the founder of The Money Panel® and a best-selling author specializing in the psychology of money. A Certified Financial Coach with a Diploma in Financial Advice (DipFA), she trains professionals on the emotional aspects of finance. People often describe her as wise, engaging, and transformational.

Driven by her own past struggles with debt, Catherine is passionate about helping women achieve financial resilience. She is a mother who openly shares personal stories, including her sons recovery from a serious illness, to connect with and inspire her audience on a deeper level.

Her perspective on life and money was profoundly shaped when her son survived a meningitis outbreak at just five weeks old.

Personality Overview

Decisive

Strong-Willed

Impact-Driven

They like to act fast and expect others to do the same.  They like to be in a position where they can control the conversation and terms. More than the product, they care about the effectiveness of the product.

Topics They Care About

Money Psychology
Her entire career is focused on the emotional and psychological behaviors behind financial decisions, moving beyond traditional advice to address the root cause of money habits.
Financial Coaching
As the founder of The Money Panel®, she is dedicated to training and certifying other professionals with a proven framework to transform their clients' financial behaviors and outcomes.
Female Empowerment
She has a stated mission to help one million women become financially resilient and founded The Wealthy Woman School™️ to support this goal.

Media Appearances

Catherine Morgan Podcast – The Money Panel. Featured in catherinemorgan.com

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The Money Panel Podcast – Category Page. Featured in The Money Panel (themoneypanel.co.uk)

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Episode 054 – Catherine Morgan from The Money Panel (Maven Adviser Podcast). Featured in Maven Adviser

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Work History

1-2018
CEO and Founder of The Money Panel® at The Money Panel
9-2021
Money Mindset and Somatic work for women at catherinemorgan.com
9-2019
Founder Money StoryTypes™️ at Money StoryTypes
1-2021 - 2-2022
Money Marketing Columnist at Money Marketing
7-2018 - 1-2021
Self Employed Independent Financial Planner at Catherine Morgan

Education

Certified Financial Coach Practitioner from Certified Financial Coach
2020 - 2022
Coaching from AFCPE

More Information

Social Presence :

Prographics :

Exp : 26 Location : St. Brelade, Jersey Job Level : Leadership Designation : CEO and Founder of The Money Panel® at The Money Panel
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Insights For Selling To Catherine

During A Call Or A Meeting

DO's

  • Refer to testimonials from well-known industry leaders
  • Be respectful but crisp
  • Speak about competitive differentiation that your product offers

DONT's

  • Do not back off when challenged, respond with a confident, objective answer instead
  • Avoid being too verbose
  • Do not hesitate from asking counter questions, just avoid challenging their authority

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Catherine is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Catherine

  • If they are not convinced, they will say no without any hesitation.

Insights For Deal Planning

    How fast (or slow) will Catherine move?

  • They can take decisions very fast if you manage to convince them.
  • Can Catherine take some risk or not?

  • The risks don’t matter much to them.

You And Catherine

Personality Compatibility


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