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Ep #410: Laying the Groundwork: How Financial Coaches Strengthen Advisory Relationships
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 planni...
About This Episode
Ep #410: Laying the Groundwork: How Financial Coaches Strengthen Advisory Relationships is an episode from XYPN Radio by XYPN Radio. In this episode of Behind the Advisor, we talk with Monica Scudieri, founder of Grab Your Slice, about how...
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Episode Details
Published Aug 13, 2025, 34:56 long, audio available.
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Questions About This Episode
What is Ep #410: Laying the Groundwork: How Financial Coaches Strengthen Advisory Relationships about?
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.
Where can I listen to Ep #410: Laying the Groundwork: How Financial Coaches Strengthen Advisory Relationships?
You can listen to Ep #410: Laying the Groundwork: How Financial Coaches Strengthen Advisory Relationships online on Radio and Podcast. Open the player on this page to stream the available audio.
Which podcast is Ep #410: Laying the Groundwork: How Financial Coaches Strengthen Advisory Relationships from?
Ep #410: Laying the Groundwork: How Financial Coaches Strengthen Advisory Relationships is an episode from XYPN Radio by XYPN Radio.
How long is this episode?
This episode is 34:56 long.
When was this episode published?
This episode was published on Aug 13, 2025.
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Are there related episodes from XYPN Radio?
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Where can I listen to Ep #410: Laying the Groundwork: How Financial Coaches Strengthen Advisory Relationships?
You can listen to Ep #410: Laying the Groundwork: How Financial Coaches Strengthen Advisory Relationships on this page when the episode audio is available from the podcast feed.
Which podcast is this episode from?
Ep #410: Laying the Groundwork: How Financial Coaches Strengthen Advisory Relationships is from XYPN Radio by XYPN Radio.
What are the episode details?
Published Aug 13, 2025 and 34:56 long