Ep #20: Providing Financial Coaching and Guidance to Those Who Need It Most with Liz Davidson

Liz Davidson is Founder & CEO of Financial Finesse

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8/18/2021 - 73 minutes


Episode Summary

My guest today is Liz Davidson, who is Founder & CEO of Financial Finesse whose mission is to deliver life-changing financial guidance to those who need it most, working with companies like the NFL Players Association, Nestle, Aetna and Viacom. Financial Finesse provides personalized financial coaching and workplace financial wellness. 


She’s the true OG of the financial wellness movement who founded Financial Finesse as the nation’s first unbiased workplace financial wellness company in 1999.On today’s episode,


Liz and I cover the origins of the company, her large team of personal financial coaches that are all CERTIFIED FINANCIAL PLANNER™ professionals with a minimum of 10 years experience, the benefit of provide coaching and education instead of advice to employees and how this is complementary to most advisors, their Financial Wellness Think Tank™ which provides in-depth research and resources about everything happening in the financial wellness movement, and their new tech platform called AIMEE which stands for Artificial Intelligence Motivating Employees Everywhere.


What You'll Learn

  • How Liz started the financial wellness movement.
  • Her hiring process.
  • Why financial wellness is better delivered through coaching and education.
  • The importance of understanding every client's individual situation.
  • The effects of financial stress.
  • How to strengthen the bond between employee and employer.
  • How to retain talent in your organization. 


Links to Resources


Ideas Worth Sharing

  1. “Financial wellness is better delivered via coaching because it’s not about knowledge—it’s about behavior.” - Liz Davidson
  2. “Human nature never changes.” - Liz Davidson
  3. “Going in the middle is worse than not committing at all.” - Liz Davidson