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Is financial wellness training important for your employees? 78% say yes, according to survey data from talentlms.com. Digging deeper, 39% of surveyed employees say is it very important and another 39% agree it is somewhat important. Do employees view their employer as a trustworthy provider? The answer is an overwhelming yes at 80%. Now for the bad news. Employers need to go beyond the obvious.
Related: Infographic: Workplace top priority is financial wellness
According to Google, 73% of Smartphone owners use an app to help manage their finances. You have seen the TV ad when the guy says: "I don't need an app to tell me I spent too much on dinner – I just signed the check!" The message is people need practical information they can use.
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Bryce Sanders
Bryce Sanders, president of Perceptive Business Solutions Inc., has provided training for the financial services industry on high-net-worth client acquisition since 2001. He trains financial professionals on how to identify prospects within the wealthiest 2%-5% of their market, where to meet and socialize with them, how to talk with wealthy people and develop personal relationships, and how to transform wealthy friends into clients. Bryce spent 14 years with a major financial services firm as a successful financial advisor, two years as a district sales manager and four years as a home office manager. He developed personal relationships within the HNW community through his past involvement as a Trustee of the James A. Michener Art Museum, Board of Associates for the Bucks County Chapter of the Fox Chase Cancer Center, Board of Trustees for Stevens Institute of Technology and as a church lector. Bryce has been published in American City Business Journals, Barrons, InsuranceNewsNet, BenefitsPro, The Register, MDRT Round the Table, MDRT Blog, accountingweb.com, Advisorpedia and Horsesmouth.com. In Canada, his articles have appeared in Wealth Professional. He is the author of the book “Captivating the Wealthy Investor.”
