Today my guest is Holly Knight, Director of Retirement Outcomes for Sapers & Wallack. Holly leads their financial wellness initiatives, utilizing technology and analytics, as well as active listening and experience to guide plan participants toward the goals they want to achieve for retirement—and beyond. In this episode, Holly and I discuss her personal story of growing up in poverty and her experience with the behavioral aspects of coaching and counseling employees. 

Listen in as Holly shares what it was like being emancipated from her family in her teenage years and the financial wellness program she has designed and launched for her firm. You'll hear about the lessons she learned from deploying a comprehensive wellness solution, her experience with financial wellness specifically as it relates to women, and where she thinks the future of financial advice is going.