Many Americans live paycheck to paycheck. You have seen the statistics. According to CNBC, 63% of Americans fall into this category. It's not only entry level workers or those earning the minimum wage. CNBC mentions almost half of those Americans earning $100,000+ fit into this category. Making financial wellness education available to employees is a benefit you can provide that can attract employee attention and make a positive difference in their lives. Let's not forget people who are happy and less stressed in their jobs tend to stay in their jobs.
Education can be delivered in several ways. Your HR department could do livestream lessons or deliver live training seminars in a conference room. You could produce podcasts or webinars. Your benefits professional might be able to deliver compliance-approved prepackaged training. You could buy training from an outside provider. You could provide education in printed form. Inclusion in your company newsletter is another channel.
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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.”
