Financial Wellness

401(k) Study Group Podcast

How Advisors Can Use Financial Wellness to Add Value

Patrick Delaney, Vice President, DCIO Marketing

Executive Summary

Financial wellness is one of the hottest topics in the retirement space today. Most plan sponsors have heard about it, but they are unsure about how to implement a program. Advisors who proactively and credibly address financial wellness with their clients can stand out from the pack.

Key Points
  • What is financial wellness, and why is it so popular now?
  • Advisors must acknowledge that they play a critical role in the financial wellness conversation with clients.
  • Wellness initiatives can positively impact overall worker productivity, morale, and job satisifaction.
We Discuss How Advisors Can:
  • Identify good candidates for a financial wellness program.
  • Evaluate different financial wellness providers.
  • Determine their clients' top priorities when vetting potential providers and implementing a program.
We were invited to join Chuck Hammond, financial advisor and cofounder of the 401(k) Study Group, in discussing the growing trend of financial wellness.
How Advisors Can Use Financial Wellness to Add Value
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