Behind The Advisor
Behind The Advisor
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Ep #410: Laying the Groundwork: How Financial Coaches Strengthen Advisory Relationships
34 minutes Posted Aug 13, 2025 at 11:00 am.
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In this episode of Behind the Advisor, we talk with Monica Scudieri, founder of Grab Your Slice, about how financial coaches can support advisors by helping clients build stability and confidence before entering a planning relationship. We cover the difference between coaching and advising, how partnerships can improve client outcomes, and why coaching is a powerful tool for clients in transition.