Providing financial health in a workplace with a paid CFP career with Liz Davidson

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Providing financial health in a workplace with a paid CFP career with Liz Davidson

Right this moment’s visitor has a really uncommon construction for her monetary consulting enterprise. Liz Davidson pioneered a enterprise mannequin the place her firm pays employers to teach and handle the monetary lives of workers. They’re now the biggest supplier of office monetary wellness packages within the trade.

It has been a protracted technique of poking and refining to seek out out precisely find out how to convey worth to the wide selection of workers that Monetary Finesse serves. Liz explains her multi-channel strategy to shopper service and scaling her group’s experience.

Get full notes and a transcript of this episode at: www.kitces.com/23

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