Ep #410: Laying the Groundwork: How Financial Coaches Strengthen Advisory Relationships

Behind The Advisor
13/08/2025 34 min Episodio 410
Ep #410: Laying the Groundwork: How Financial Coaches Strengthen Advisory Relationships

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Episode Synopsis

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.

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