Preview Mode Links will not work in preview mode

The PRO Podcast

Apr 21, 2020

From Mortgage Broker to Financial Planner: The Incredible story of Catherine Morgan

Catherine is a multi-award-winning financial planner and coach, podcaster, public speaker and social media expert! Catherine talks about her journey in the financial industry and the highs and lows she has faced in her career. If you enjoyed this episode, please leave us a rating and review and we will see you on the next episode of the Mortgage Pro Podcast.

What Is Covered:

  • Catherine’s journey to success and having success working from home.
  • Catherine started in a bank as a cashier and was trying to work her way to become a mortgage broker!
  • The start of her entrepreneurial journey.
  • Mortgages and protection are not about selling, it is making the client aware of what they need.
  • Learning how to prioritise time.
  • Finding your passion is an easy way to start your personal development journey.
  • Catherine’s emotional story on how she stopped caring what others thought of her and how it helped her find her passion.
  • How Catherine’s became a financial planner from a financial adviser.
  • The differences between a financial adviser and a mortgage adviser.
  • How do you build in your coaching model into your business?
  • What made Catherine niche towards women?
  • What Catherine is doing to market herself. Using video and podcasts.
  • What does the word PRO mean to you?


Visit Financial PRO website
Follow Gary Das on Facebook and Instagram