Offering employees advice about their personal finances needs to be balanced with concern for their privacy, which is why leveraging technology to drive employee financial wellness is key.
Regardless of how a lead or prospect enters your orbit, they need immediate attention and there are a series of steps that need to take place before the lead or inquiry becomes a client.
To be successful, you need a system that takes a large universe, distills it down to potential prospects and gets you in front of the right person at decision making time.
The problem is real and can be costly - the estimated cost to replace a departing employee is 2.5 times their salary - so showing employees you value them as individuals can make a positive impact on employee retention.
Maximize the value from attending a conference by absorbing the information that will help you do more business back home, like the major players in the industry, the key trends in the market and new sales techniques.
There are reasons why insurance and financial service professionals eat lunch at their desks or go out to lunch together, but they're missing a business opportunity. Don't make the same mistake.
Addressing employee debt through financial wellness education – whether by 1:1 counseling, by email or through a digital app – can lead to higher employee satisfaction and lower turnover.
There are five key questions every employee needs to consider on their path to retirement readiness, and employers are the ones who need to deliver the message as part of a much-needed financial wellness program.