Finessing Financial Education

Episode 54: Finessing Financial Education
Guest: Liz Davidson

I’ve had the pleasure of meeting this week’s guest in 2003 and have been an admirer ever since. Liz Davidson is the Founder and CEO of Financial Finesse, the leading provider of workplace financial wellness programs for companies as an employee benefit. Companies, through Financial Finesse, are able to provide their employees with free financial advice and help them get to where they want to be financially without the pressure of sales.

Liz began her career in financial services, specifically in investment banking, and eventually realized that her work life balance was not something that she could maintain. Wanting to embrace her entrepreneurial spirit, Liz began attending the University of Los Angeles to obtain her business degree. Her first venture after graduating was a hedge fund but in the process, she began to see that her investors didn’t have the basic fundamental understanding on how to appropriately invest their money. Seeing that her clients were setting themselves up for potentially dangerous losses, she realized that the rest of the population probably had the same gaps in their financial knowledge. Liz began doing workshops to provide unbiased financial advice and eventually started Financial Finesse in 1999.

Operating a business or working in a sales industry can be challenging and intimidating at times. Liz recommends looking at it from a holistic approach in that you’re supporting your clients with their strategic issues. Rather than selling something, your helping solves a problem. One additional piece of enlightened advice Liz provides to those looking at their financial health: who you marry may be the most important financial decision you ever make.

As a result of her experience and insight, Liz wrote a book, What Your Financial Advisor Isn’t Telling You: The 10 Essential Truths You Need to Know About Your Money. Liz wanted to help the general population know what to look for in an advisor and know what questions they should be asking to secure their financial future. If you’re interested in learning more about Financial Finesse, visit their blog, where experts provide financial tips and advice. You can visit her book’s companion website.

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The Truth About Your Finances

Episode 50: The Truth About Your Finances
Guest: Tammy Johnston

Tammy Johnston has broken the rules within the financial services by doing things differently. Rather than speaking in acronyms and industry jargon, she has created a new way of doing things to educate people about their finances.

While temping at Investor’s Group, Tammy was drawn into the financial side of things and that’s how her journey began. Over the past 9 years, she has worked in regional offices, for independent agents and has managed two different MGA’s. Eventually, she decided that she wanted to do more than just sales, so she started The Financial Guides. Her purpose is to provide accurate and unbiased information in a way that is easy for her clients to understand. In addition to working with clients, Tammy created several seminars including “Sandwich Safaris”, “Business Builder Nights”, and “Small Business Class”.

Not only does Tammy work to create comprehensive financial plans for her clients, she digs deep into their emotional well-being to determine the reason behind their financial decisions. See sees herself as a financial counsellor, to help move her clients forward and increase the success of her financial plans. She also lives by the rules that if her clients aren’t going to listen to her advice, then they are not the right clients for her.

If you’re interested in learning more about finances, Tammy has written several books, geared towards educating even the most novice person about how finances work, including children. You can also reach out to her through Facebook, Twitter, Instagram or through email at tammyjohnston@thefinancialguides.com.

Thanks for listening to this week’s episode of the Women Rocking Wall Street show! If you liked this episode, be sure to hit subscribe, share it with others and write us a quick review on iTunes.