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.

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  Want to Retain More Clients? Provide a Different Kind of Retirement Advice

  By Liz Davidson, Financial Finesse  |  August 22, 2011

  Advisors who provide broader, values-based guidance in retirement planning are more likely to retain their now more cynical clients when the market takes a turn for the worse.

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  Why Financial Education Is Now an Advisor’s Best Friend

  By Liz Davidson, Financial Finesse  |  July 25, 2011

  Why educating retirement plan participants will benefit advisors, even if they're not the ones doing the schooling

• Advisors’ Missed Opportunities With a Key Client Group: Women

  By Liz Davidson, Financial Finesse  |  June 22, 2011

  A gender gap in financial knowledge signals opportunities for advisors with a group whose control of wealth is growing. The issue explained; strategies suggested.

• 3 Steps to Reduce Clients’ Stress Levels: Financial Finesse’s Insights

  By Liz Davidson, Financial Finesse  |  May 24, 2011

  Using unique data gathered in Financial Finesse's educating retirement plan participants, Liz Davidson suggests tips for managing clients’ emotions

• Want Clients and Potential Clients to Save More for Retirement? Educate Them

  By Liz Davidson, Financial Finesse  |  April 26, 2011

  More education of retirement plan participants leads to higher deferral rates. That’s good for the worker, the country and advisors.