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How advisors measure the success of financial wellness programs
By Alan GoforthHere are several ways that advisors and companies assess financial wellness program success.
A major challenge of human resources managers is to build awareness of and engagement with an employer's benefit offerings. This includes strategies and tips to drive employee elections in core and voluntary offerings during the open enrollment period, as well as ongoing promotion and utilization of benefits throughout the year. Topics also include overall employee engagement in the workplace... culture, productivity, satisfaction.
Here are several ways that advisors and companies assess financial wellness program success.