Is Financial Wellness a Passing Fad? (Podcast)

The popularity of financial wellness drove an explosion of services and solutions, but will this interest last? Join experts from our team as we discuss in this episode of the Fiduciary Advice @ Work podcast.

       

Is Financial Wellness a Passing Fad?

In this episode, we focus our discussion on the concept of financial wellness. While its popularity resulted in an explosion of services and solutions, will this interest last? Join experts from our team as we explore:

• What financial wellness looks like in practice (and what’s often missing)
• Overcoming common obstacles to implementing financial wellness
• The evolution of financial wellness and what it looks like within the workplace

“Where we’ve all [in the financial services industry] missed the mark is that we haven’t really taken the time to understand the ultimate customer, and that’s the employee.”

– Joe Topp
Vice President
Investment Consulting Services

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