Michael Kitces' #FASuccess Podcast: How Financial Coaching Skills Enhance the Financial Planner's Value Proposition, With Saundra Davis
Michael Kitces | Financial Planning, December 2018
Read the article online >Summary: Welcome back to the 104th episode of Financial Advisor Success Podcast. This week’s guest is Saundra Davis. Saundra is the founder of Sage Financial Solutions, which provides training and develops certification programs to teach people the skills of financial coaching.
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