The Value of Financial Coaching ft. Saundra Davis
February 12, 2021


Show Notes:
What the value of financial coaching?

I've noticed Saundra Davis from afar, but not until recently have we connected so I can bring her perspective on financial services to my audience.

Saundra brings a wealth of knowledge to our conversation from her work in financial coaching, education and planning.

I am especially eager to dive into the topic of financial coaching as it relates to the financial health continuum.

 

Here are some highlights from our conversation:⁣

🔥 How she carved her way into financial services after 3 careers (I guess the 4th time is a charm :-)⁣

🔥How her role in academia has shaped her into a better practitioner⁣

🔥How networking gave her the advice that helped shape her career in financial services and gave her an internship in her 40s⁣

🔥How financial coaching fits into the financial health continuum...⁣

🔥The difference between financial coaching as doing something and how you show up for your clients⁣

🔥The necessary path of self-awareness that financial professionals have to walk...⁣

🔥How having a commitment to excellence is the formula to success⁣


Resources:
Read the blog.

If you'd like to connect with Saundra, click here.

Are you a current or aspiring financial professional?  Click here to receive tools that will help you become a next-generation financial professional!


Watch a video clip of this episode on our YouTube channel by clicking here.

To receive a newsletter digest of Jumpstart community happenings, click here.

Subscribe to the podcast by clicking here.

Want to connect with me? Join my exclusive “tribe” by clicking here.

Thanks again for listening, reading, and watching!


No comments yet
Write a comment...