79 min listen
Ep 023: Delivering Workplace Financial Wellness With A Salaried CFP Career Path with Liz Davidson
Ep 023: Delivering Workplace Financial Wellness With A Salaried CFP Career Path with Liz Davidson
ratings:
Length:
81 minutes
Released:
Jun 6, 2017
Format:
Podcast episode
Description
Today’s guest has a very uncommon structure for her financial consulting business. Liz Davidson is trailblazing a business model where her firm is paid by employers to educate and guide employees’ financial lives. They are now the largest provider of workplace financial wellness programs in the business. It has been a long process of tinkering and refining to figure out precisely how to deliver value to the wide range of employees that Financial Finesse serves. Liz explains her multichannel approach to serving clients and scaling her team’s expertise. Get the full show notes and transcript for this episode at: www.kitces.com/23
Released:
Jun 6, 2017
Format:
Podcast episode
Titles in the series (100)
Ep 003: How to Become a More Referable Advisor with Julie Littlechild: Today we’re changing it up a little bit - rather than speaking with a financial advisor, we’re speaking with Julie Littlechild, who’s dedicated much of her career to researching how advisors can better understand their clients’ needs, and thus pro by Financial Advisor Success