Financial Wellness

Roadmapping the Financial Wellness Conversation

Tools and resources to help guide the financial wellness conversation with clients and identify appropriate solutions.

5 Steps to Guide Your Clients From Intention to Action

  1. Understand the Opportunity

    "WHAT DO YOU MEAN BY WELLNESS?"

    Your client has heard a lot about financial wellness. But by focusing on just the easy-to-quantify financial objectives, they may be underestimating a program's holistic impact on employees.

    Two Sides of Financial Wellness explains that wellness can come in many forms—both financial and nonfinancial.

  2. Define Your Role

    "HOW CAN YOU HELP?"

    Employers don’t always see how holistic financial wellness can lead to improved retirement savings behavior.

    Recruit, Retain, Retire outlines the role you can play in connecting the dots for employers between financial wellness and retirement success for their employees.

  3. Target the Right Clients

    "ARE WE A GOOD CANDIDATE?"

    Financial wellness is an opportunity for you, but not every employer is ready for a program.

    Use the Discussion Guide to prioritize your book of business and identify which clients to target first—exploring the ways that it can benefit their organization from both a benefits and costsavings perspective.

  4. Evaluate the Marketplace and Providers

    "WHAT ARE OUR OPTIONS?"

    There's no such thing as a one-size-fits-all approach to financial wellness. Each organization has unique demographic and financial needs, and there may be multiple providers with the potential to meet those needs.

    Use Considerations for Selecting a Financial Wellness Provider to simplify the complex landscape and help employers ask the right questions to providers based on their unique goals and needs.

  5. Due Diligence

    "HOW DO WE MEASURE SUCCESS?"

    Goals and objectives may be different for each employer. They can be both qualitative and quantitative in nature, and be achieved over differing time horizons. 

    Use Measuring Financial Wellness Program Effectiveness to establish success criteria and monitor the progress over time.

Additional Resources

Financial Professional Presentations

Employer Presentations
 

Employee Presentation Library

Coming Soon

Dismiss
Tap to dismiss

Preferred Website

Do you want to go directly to the Financial Advisors/Intermediaries site when you visit troweprice.com ?