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
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