Planner Unplugged: Kate Morgan

Financial planner Kate Morgan on career changes, better communication and putting your life before your money

In the latest Planner Unplugged, Mouthy Money editor Edmund Greaves was joined by Kate Morgan, a financial planner at Smart Financial.

Kate spoke about her journey from a corporate background in accountancy to a career in financial planning, discussing the importance of emotional certainty in advice and the broader challenges facing the advice profession.

She also reflects on the value of long-term client relationships, the impact of technology on the sector and the need for more innovative communication approaches, offering her perspective on the key considerations for aspiring financial planners and why her personal mantra is putting clients’ lives before their money.

Planner Unplugged is a regular podcast interview series with financial planners. It is hosted by Mouthy Money editor Edmund Greaves for financial services private social network, Octo Members.

More Planner Unplugged interviews are available on Octo Members. Octo Members is the fastest-growing UK private social network app for and by financial services professionals, with the aim of creating the largest, most comprehensive community-generated collection of ideas and world-class content created exclusively by and for its members.

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