Podcast: Mastering Client Communication – How to Balance Candor with Compassion

Episode Summary: Dr. Crosby speaks with Saundra Davis. Saundra Davis, MCC, MSFP is a highly respected financial planner, educator, and coach who has dedicated her career to helping people achieve financial stability and prosperity. Her framework The Continuum of Financial Wellbeing is a model to ensure that all people, regardless of their income or wealth, have access to competent and ethical personal finance support. Through her training programs and Financial Fitness Coach certification Saundra has trained more than 2,000 professionals and has helped countless people develop healthy financial habits, navigate complex financial decisions, and achieve their financial goals.

Listen to the episode: Standard Deviations w/ Dr. Daniel Crosby Podcast