Welcome to the sixth episode of the Diversity in Action™ podcast!
In this episode, we are glad to have with us one of the most well-known pioneers in our industry, Saundra Davis. She is a US Navy veteran, financial coach, educator, and consultant who is nationally recognized as an expert in the financial coaching field. After serving in the Navy, she went on to serve her own community through financial coaching.
Entering an industry where it felt like she didn’t belong, she discovered and made her own space. She built a pathway for the people behind her.
Episode Highlights:
>> What pushed her career change
>> Serving the people in her community
>> Pioneering the premiere financial coach training program in the country
>> Differentiating planning and coaching
>> How to know if “Belonging” is taking place
>> The effects of professional titles
>> Becoming a certified mindfulness teacher
>> Mindfulness sessions
>> Continuing to test what belonging means
Episode Sponsor:
>>LLIS - The Advisor’s Insurance Advisor®:
https://llis.com/
Connect with Saundra:
>> Website: www.sagefinancialsolutions.org
>> LinkedIn: www.linkedin.com/saundradavis
>> YouTube: www.youtube.com/SageTalksMoney
>> Twitter: @sagemoney
>> Instagram: @sage.money
>> Email: saundra@sagefinancialsolutions.org
Resources Mentioned in the Episode:
>> BLX Internship
>> sagefinancialsolutions.org
>> Financial Doing with Louis Barajas, MBA, CFP®, EA
>> Mindfulness Sessions with Saundra Davis
Diversity in Action™ is all about showcasing real stories of individuals who are making an impact in the financial planning industry. You will learn how they got started in the industry, how they built their foundation, where they are headed in their careers, and their passion for making the financial industry more diverse.
It’s time to be inspired by those working to make a positive difference in the financial planning industry. It’s time to be part of this radical change!
Diversity in Action™ is a project of BLX Internship - a program for aspiring black and Latinx financial planners. Visit our website at www.blxinternship.org
