Liz Davidson

About the Author

Liz Davidson

Liz Davidson is the CEO and founder of Financial Finesse, a provider of unbiased workplace financial education programs. For more information, visit www.financialfinesse.com.

• The Successful Retirement Plan Advisor: The Power of Passion

  By Liz Davidson, Financial Finesse  |  April 26, 2013

  Kathleen Kelly of Compass Financial demonstrates how harnessing your entrepreneurial passion can lead to success, not only for you and your clients, but also for your partners and employees.

• The Successful Retirement Plan Advisor, Pt. 5—Profile in Success—Voyage Financial Group

  By Liz Davidson, Financial Finesse  |  March 18, 2013

  Voyage Financial Partners has followed its unique business strategy with discipline and focus--working with middle-income workers at Fortune 1000 companies--and achieved significant success along the way, but not by accident.

• The Successful Retirement Plan Advisor, Pt. 4: Profile in Success—Plan Sponsor Advisors

  By Liz Davidson  |  March 11, 2013

  It's one thing to have great ideas on how to serve retirement plan sponsors, but Plan Sponsor Advisors excels at successfully implementing its brilliant ideas to grow its business.

• The Successful Retirement Plan Advisor, Pt. 3: Profile in Success— Jason Chepenik

  By Liz Davidson, Financial Finesse  |  March 4, 2013

  Advisor Jason Chepenik’s two key principles for success: setting the stage for referrals by working tirelessly to find the root problem to his clients’ retirement issues and building custom plans to meet plan sponsors' needs.

• The Successful Retirement Plan Advisor, Pt. 2: Profile in Success—Trisha Brambley

  By Liz Davidson, Financial Finesse  |  February 25, 2013

  As part of our series on what the most successful retirement plan advisors have in common, we profile Trisha Brambley of Retirement Playbook Inc.

• The Successful Retirement Plan Advisor, Pt. 1: 3 Traits They Share

  By Liz Davidson, Financial Finesse  |  February 18, 2013

  Three common traits are shared by those advisors who are most successful in their work with retirement plans and participants.

• Advisors & Gen X, Pt. 2: Using Your Boomer Clients to Reach Them

  By Liz Davidson, Financial Finesse  |  October 11, 2012

  Advisors who are having the most success with wealth transfers are capitalizing on the direct channel they have to their Boomer clients’ children and grandchildren. Here’s how you can emulate that success.

• Advisors & Gen X, Pt. 1: Retirement Planning and Wealth Transfers

  By Liz Davidson, Financial Finesse  |  September 4, 2012

  Members of this generation, recipients of the coming Great Generational Wealth Transfer, have some unique roadblocks when it comes to planning. Here’s how you can become their valued partner.

• A Tale of Two Futures: Will You Be the Best Advisor for Clients, or the Worst?

  By Liz Davidson, Financial Finesse  |  August 6, 2012

  Consumers are ready to be proactive about their financial planning, but we believe that there will be an increasing bifurcation between advisors who cling to a transactional mindset and those who operate as true consultants to their clients.

• How Advisors Can End the Real ‘War Against Women’

  By Liz Davidson, Financial Finesse  |  June 28, 2012

  A sad finding from our research: the gender financial literacy gap is only growing. Why you should care, advisors, and what you can do to narrow the gap.