Match made in heaven: The financial coach/adviser relationship

Why they should work together

Sophie King
clock • 4 min read

Sophie King delves into the world of financial coaching ahead of the Initiative for Financial Wellbeing conference. Here she explores how financial coaching and financial advice interact and the benefits of referrals

Wise Monkey Financial Coaching founder Simonne Gnessen tells Professional Adviser that financial coaches and financial advisers working together would be a "match made in heaven". Gnessen explains the benefits of advisers working with coaches, and the effect the two can have on the client by working together. "What we can do as coaches is get people prepared for financial advice. We can empower and educate them so at the point when they're ready for investment advice, we can refer them to an adviser. "We've got clients that need help that we [coaches] can't help, and they might have c...

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