The Power of Financial Advice (Podcast)

Market volatility underscores a dramatically underserved need in the workplace: Employees need financial help. In this episode of the Fiduciary Advice @ Work podcast, we explore the powerful impact of financial advice and how employees and organizations as a whole benefit from sales-free advice relationships.


The Power of Financial Advice

In this episode, we welcome two members of Francis Investment Counsel’s MoneyAdvice@Work® Financial Wellness Services Team. With the backdrop of a world-wide pandemic and a roller-coaster of market volatility, we discuss the powerful impact of financial advice, including:

  • How we specifically define financial advice and why that definition matters
  • The barriers employees face to obtaining financial advice
  • The value – to both employees and employers – of financial advisory relationships in the workplace

“If you don’t have investments…sometimes you think, ‘I don’t need that service or that advisor.’ … So often what appears to be the right thing to do [financially] right now is the exact wrong thing to do. It’s very important to have someone come alongside, both the wealthy and – not yet – wealthy, and help them know what they need to do in this environment.”

– Tim Shirk, Money Advisor

Listen to more of the Fiduciary Advice @ Work Podcast

Hear from the experts at Francis Investment Counsel as they share their perspectives on the retirement plan industry.

Learn More About What We Do

Whether we provide consulting to your retirement plan committee or financial education to a room full of your employees, our services are designed to help you take care of what matters most: your employees.

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