Liz Davidson – Founder & CEO of Financial Finesse and Author of What Your Financial Advisor Isnt Telling You: The 10 Essential Truths You Need to Know About Your Money
Liz Davidson has been with us before, and she is on the show today to talk about the financial changes afoot because of the Trump presidency. This is the most political Jim has been, ever. Liz is CEO and Founder of Financial Finesse, which provides millions of Americans with access to unbiased financial guidance through workplace financial wellness solutions. In 1999, she spearheaded the movement to institutionalize financial wellness programs in the workplace and has influenced legislation around requirements for financial professionals to ensure they work in the best interest of investors through the fiduciary standard. As an advocate for investors, Liz is a pioneer of the financial wellness movement. She lays out the ways that workers can find their own financial security in her book, “What Your Financial Advisor Isn’t Telling You: The 10 Essential Truths You Need to Know About Your Money,”published by Houghton Mifflin Harcourt. Additionally, Liz has been tracking and analyzing trends in employee financial issues for over 15 years and provides commentary to Financial Finesse’s corporate clients as well as to human resources and financial media. She also publishes a column on Forbes.com around employee financial issues. She won the Women of Influence Award from the Los Angeles Business Journal, the Leadership 500 Excellence Award by HR.com, and the 2015 Eddy Award for Pensions & Investments and many more.
Brian MacNeice – Managing Director at Kotinos Partners and Author of Powerhouse: Insider Accounts into the World’s Top High-performance Organizations
Brian MacNeice is an expert in high performance and advises leading Irish and international clients on driving improvements in performance focus and culture. Brian has led assignments with clients in a diverse range of industry sectors, including pharmaceuticals, enterprise development, financial services, software and technology. He was previously founding Director of Genesis Ireland and led many of Genesis’ engagements with business clients and leading sports organisations. Prior to that he worked with Andersen, Deloitte and Vision Consulting. Brian has led much of Kotinos’ research into high performance and is a regular speaker on the topic at business conferences and seminars. His research has taken him all over the world to study what the best institutions in the world have in common and includes the New Zealand All Blacks, Médecins sans Frontières, Kenyan Olympic athletes, IMG Academy, the Kirov Ballet, Curtis Institute of Music and others. He is an IRFU National Panel referee officiating in Ireland and Europe and a selector for the Irish National Cricket team.