• Ep #46, Part 1: Helping People Become "Money Strong" with Liz Davidson

  • 2023/04/17
  • 再生時間： 28 分
  • ポッドキャスト

Ep #46, Part 1: Helping People Become "Money Strong" with Liz Davidson

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  • Welcome to Part 1 of episode #46 of the Fiduciary U™ Podcast.

    My guest today is Liz Davidson from Financial Finesse and this is her second time on the show.


    On this episode, we discuss her new book, Money Strong: Your Guide to a Life Free of Financial Worries, her "START" framework which outlines a universal process that can be applied to anyone's financial life regardless of where they are, her writing process, why Financial Finesse focuses on "coaching" vs. "advice" to employees, their "Powered By" division which provides a combination of technology and coaching infrastructure to partners, how AI and mass personalization can help reach more people and drive transformational change, the behavioral and psychological aspects to financial stress, and much more.
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あらすじ・解説

Welcome to Part 1 of episode #46 of the Fiduciary U™ Podcast.

My guest today is Liz Davidson from Financial Finesse and this is her second time on the show.


On this episode, we discuss her new book, Money Strong: Your Guide to a Life Free of Financial Worries, her "START" framework which outlines a universal process that can be applied to anyone's financial life regardless of where they are, her writing process, why Financial Finesse focuses on "coaching" vs. "advice" to employees, their "Powered By" division which provides a combination of technology and coaching infrastructure to partners, how AI and mass personalization can help reach more people and drive transformational change, the behavioral and psychological aspects to financial stress, and much more.
続きを読む 一部表示

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