{"id":10790,"date":"2025-05-19T15:30:30","date_gmt":"2025-05-19T15:30:30","guid":{"rendered":"https:\/\/www.mouthymoney.co.uk\/?p=10790"},"modified":"2025-05-19T15:30:41","modified_gmt":"2025-05-19T15:30:41","slug":"planner-unplugged-kate-morgan","status":"publish","type":"post","link":"https:\/\/www.mouthymoney.co.uk\/uncategorized\/planner-unplugged-kate-morgan\/","title":{"rendered":"Planner Unplugged: Kate Morgan"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\">Financial planner Kate Morgan on career changes, better communication and putting your life before your money<\/h3>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-vimeo wp-block-embed-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"flex-video widescreen vimeo\"><iframe title=\"Adviser Insight - Kate Morgan\" data-src=\"https:\/\/player.vimeo.com\/video\/1081871328?dnt=1&amp;app_id=122963\" width=\"500\" height=\"281\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" class=\"lazyload\" data-load-mode=\"1\"><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<p><br>In the latest Planner Unplugged, Mouthy Money editor\u00a0Edmund\u00a0Greaves\u00a0was joined by\u00a0Kate\u00a0Morgan, a financial planner at Smart Financial.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>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\u2019 lives before their money.<\/p>\n\n\n\n<p><em>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<\/em>.<\/p>\n\n\n\n<p><em>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.<\/em><\/p>\n\n\n\n<p>Do you work in financial services? <em>We invite you to join over 4000 of your peers to Connect. Share. Engage.<\/em><\/p>\n\n\n\n<p>Join now: <a href=\"https:\/\/app.octomembers.com\/spaces\/771493\/feed\">https:\/\/app.octomembers.com\/spaces\/771493\/feed<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Financial planner Kate Morgan on career changes, better communication and putting your life before your money In the latest Planner Unplugged, Mouthy Money editor\u00a0Edmund\u00a0Greaves\u00a0was joined by\u00a0Kate\u00a0Morgan, 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&hellip;<\/p>\n","protected":false},"author":93,"featured_media":10791,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-10790","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.3.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Planner Unplugged: Kate Morgan - Mouthy Money<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.mouthymoney.co.uk\/uncategorized\/planner-unplugged-kate-morgan\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Planner Unplugged: Kate Morgan - Mouthy Money\" \/>\n<meta property=\"og:description\" content=\"Financial planner Kate Morgan on career changes, better communication and putting your life before your money In the latest Planner Unplugged, Mouthy Money editor\u00a0Edmund\u00a0Greaves\u00a0was joined by\u00a0Kate\u00a0Morgan, a financial planner at Smart Financial. 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