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.

• 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.

• It’s Graduation Season. Are You Missing a Key Differentiator?

  By Liz Davidson, Financial Finesse  |  May 24, 2012

  The wise advisor will take advantage of this teachable season by reaching out to clients with tips on last-minute college funding.

• What’s Missing in Client Plans: Employee Benefits

  By Liz Davidson, Financial Finesse  |  April 24, 2012

  If you’re making financial plans for clients but are ignoring their employee benefits, you are missing an important part of those clients’ financial lives. Here are three areas on which to focus.

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  3 Reasons Advisors Should Jump on iPad Bandwagon

  By Liz Davidson, Financial Finesse  |  March 21, 2012

  The new iPad, and the growing use of such tablets, is part of a trend that every business owner and advisor should be keeping a close eye on in order to continue to grow their business.

• 5 Ways Advisors Can Improve Their Prospecting Workshops

  By Liz Davidson, Financial Finesse  |  February 21, 2012

  Want to motivate prospects—and current clients—at your workshops? Five time-tested ways to effect behavioral change.

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  8 Ways to Give Your Clients a Tax Cut

  By Liz Davidson, Financial Finesse  |  January 20, 2012

  Reminders on trimming your clients’ tax burdens now, taking advantage of the IRC and market volatility, and how you can remind them of your value while doing so.

• Fixing the 3 Top Mistakes Advisors Tend to Make With Their Clients

  By Liz Davidson, Financial Finesse  |  December 20, 2011

  Are you enabling your clients to focus on the wrong measures of satisfaction with you and what you offer them? Three common mistakes, and how to ameliorate them for your benefit and your clients'.

• How Herman Cain Could Be Derailing Your Clients

  By Liz Davidson, Financial Finesse  |  November 28, 2011

  Since tax reform may be top of mind for your clients in this presidential election silly season, how do you keep them balanced?

• 3 Things Advisors Can Learn From Steve Jobs

  By Liz Davidson, Financial Finesse  |  October 26, 2011

  The Apple co-founder's lessons for how advisors can better communicate and serve their clients.

• 3 Things Advisors Should Do Now to Help Clients Plan for Retirement

  By Liz Davidson, Financial Finesse  |  September 20, 2011

  To attract and keep clients, the steps you should be taking now to help pre-retirees plan for a more secure future.