Ep #20: Providing Financial Coaching and Guidance to Those Who Need It Most with Liz Davidson
Learn the importance of financial wellness and how to provide better education for your clients, as well as your team.
Liz Davidson is the CEO and Founder of Financial Finesse, a Los Angeles based firm providing millions of Americans with access to unbiased financial guidance through workplace financial wellness solutions. As an advocate for investors, Liz is a pioneer of the financial wellness movement, and she joins the show today to discuss the benefit of providing financial coaching and education instead of advice, as well as how this is complementary to most advisors.
Listen in as she shares the origins of her company and her large team of personal financial coaches, who are all CFPs with a minimum of ten years of experience. You will learn about their financial wellness “think tank,” which provides in-depth research and resources about everything happening in the financial wellness movement, and their new tech platform, Artificial Intelligence Motivating Employees Everywhere (AIMEE).
