Match made in heaven: The financial coach/adviser relationship

Why they should work together

Sophie King
“What we can do as coaches is get people prepared for financial advice" - Wise Monkey's Simonne Gnessen.

“What we can do as coaches is get people prepared for financial advice" - Wise Monkey's Simonne Gnessen.

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...

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