Ep 023: Delivering Workplace Financial Wellness With A Salaried CFP Career Path with Liz Davidson
Financial Advisor Success · Michael Kitces
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Show Notes
Today's guest has a very uncommon structure for her financial consulting business. Liz Davidson is trailblazing a business model where her firm is paid by employers to educate and guide employees' financial lives. They are now the largest provider of workplace financial wellness programs in the business.
It has been a long process of tinkering and refining to figure out precisely how to deliver value to the wide range of employees that Financial Finesse serves. Liz explains her multichannel approach to serving clients and scaling her team's expertise.
Get the full show notes and transcript for this episode at: www.kitces.com/23