Financial Finesse Strengthens Leadership to Enhance Growth Initiatives
Financial Finesse Appoints Susan Weeks as Director
In an exciting move to enhance growth and partnerships, Financial Finesse has appointed Susan Weeks as the Director of Key Accounts for its PoweredBy Retirement business. This strategic decision aims to strengthen collaborations with record keepers, asset managers, and advisors, creating a robust platform for delivering high-impact financial wellness solutions. Weeks brings over twenty years of experience in retirement plan services and fintech innovation, making her an exceptional fit for this critical role.
Empowering Financial Wellness through Strategic Partnerships
Weeks’ expertise will be instrumental in fostering significant partnerships within the retirement ecosystem. In her new capacity, she intends to assist retirement plan providers and asset managers in accelerating growth by integrating comprehensive financial coaching programs into their existing services. This initiative will not only differentiate their offerings but also empower them to meet the evolving needs of their clients.
Acknowledging Industry Recognition
The announcement of Weeks’ appointment comes at a time when Financial Finesse has received recognition for excellence in the industry, recently winning the prestigious WealthManagement.com Industry Award. This accolade highlights the company's commitment to advancing financial coaching to bridge the gap between wealth and retirement integration, propelling their mission to lower financial stress for employees across the board.
The Vision Behind Financial Finesse’s PoweredBy Retirement Initiative
President Todd Lacey emphasizes that a strong financial wellness offering is becoming an essential driver for growth across the industry. The PoweredBy Retirement model merges artificial intelligence, fintech, and human coaching to revolutionize the landscape of personal financial guidance. It provides advisors and record keepers the capability to offer tailored support while ensuring that trust, objectivity, and compliance remain intact.
A Unique Approach to Retirement Planning
In her remarks, Susan expressed enthusiasm about joining Financial Finesse. She acknowledged the need for meaningful value delivery within retirement plan services. The company’s goal to merge cutting-edge technology with human coaching allows for personalized guidance that can significantly affect employees’ long-term financial well-being.
Enhancing Accessibility to Financial Coaching
Weeks' onboarding comes amid Financial Finesse's growing demand for its PoweredBy model, designed to assist large financial institutions in embedding the company’s coaching platform into their solutions. This method showcases the belief that financial wellness should be accessible and unbiased, driven by professional guidance and modern technology.
About Financial Finesse
Financial Finesse is recognized as a pioneer in workplace financial coaching, credited with creating the financial wellness sector. As an independent, mission-oriented firm, it has impacted millions, helping employees alleviate financial worries and attain financial security through employer-sponsored programs. With the help of its AI coach and a team of Certified Financial Planners, it provides objective guidance to help individuals take charge of their finances — while simultaneously delivering tangible returns for employers.
About PoweredBy Retirement Division
Financial Finesse's PoweredBy Retirement division collaborates with innovative financial institutions, including record keepers and asset managers, to directly embed its award-winning solutions into their offerings. This gives partners a competitive edge while also enhancing value for their intermediary partners, retirement plan sponsors, and participants.
Media Contact:
Danielle Encinas
Marcom Manager
Financial Finesse
909-217-1749
www.financialfinesse.com
Frequently Asked Questions
Who is Susan Weeks?
Susan Weeks is the new Director of Key Accounts at Financial Finesse, bringing over 20 years of experience in retirement plan services.
What is Financial Finesse known for?
Financial Finesse is recognized as a pioneer of workplace financial coaching and plays a significant role in the financial wellness industry.
What award did Financial Finesse recently win?
The company won the WealthManagement.com Industry Award in the category of Convergence – Wealth & Retirement Integration for Financial Coaching.
How does the PoweredBy Retirement division function?
It partners with financial institutions to embed their financial coaching solutions directly into their offerings, enhancing value for clients.
Why are financial wellness programs important?
They help reduce financial stress for employees and provide structured support for long-term financial security, which is crucial for overall well-being.
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