Gain insights on how to cultivate a network that can help to foster your advice practice. Melissa Meagher will share her journey as a previous financial adviser and her motivations for developing her money coaching business. Melissa explores the interpersonal and emotional side of financial planning with her clients. She works alongside financial advisers to strengthen their value proposition, creating a relationship loop that is sticky. She supports her clients to implement the recommendations provided by their financial advisers, as well as working with those who may not be financially fit to engage with financial advisers.
In this session, learn how you can develop strategies to:
- Diversify service offering and enhance the process of engagement
- Strengthen your value proposition and identify new clients in the current environment
- Create a sticky client relationship through case studies from her three models of engagement
Money Mindset and Success Coach
Melissa has over 20 years’ experience in the financial services industry, working previously as a financial planner, stockbroker and seminar delivery specialist. Melissa has worked with a variety of different employers – from large financial institutions such as Sunsuper, Suncorp and Westpac to small boutique financial planning firms.
With a passion for finance and making a difference in people’s lives, Melissa was naturally drawn into financial planning. But while working in the industry, she realised there was a strong need to educate and coach people around managing their money.
Melissa consolidated all her knowledge around finances and her love of working with people and created her own money coaching business called Talking Money.
Talking Money is about changing people’s lives by providing the tools, support and framework to empower them to have clarity, awareness and efficiency around their money.
Melissa creates a safe space to have a real conversation about money and is passionate about uncovering how our relationship with money impacts our motivations and behaviour every…single…day!
Melissa has spoken extensively as a guest speaker and has also been a contributor in numerous magazines and newspapers including Marie Claire Australia.
Melissa has been a member of the Financial Planning Association since 1997.
Melissa hold a Bachelor of Commerce (Finance), Diploma of Financial Planning, and is a Certified Financial Planner (non-practising)
Melissa likes to keep fit and healthy and enjoys spending time with her two children, Olivia and Lachlan. Good company, food and wine are essential!