
Sign up to save your podcasts
Or


Welcome to Part 2 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.
By Josh Itzoe5
3434 ratings
Welcome to Part 2 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.

228,810 Listeners

38,998 Listeners

153,594 Listeners

6,741 Listeners

5,782 Listeners

1,048 Listeners

2,117 Listeners

244 Listeners

6,071 Listeners

11 Listeners

776 Listeners

29 Listeners

18 Listeners

1,427 Listeners

27 Listeners