Financial Wellness Are You Missing a Growth Opportunity?
Imagine this scene: As customers walk into your branch or call in for help, your staff has been trained to think, ?I wonder what pain, dream or goal this person has today and for the future? My job as a financial coach is to find out.? Imagine how this would radically change the conversation, create loyalty and impact share of wallet.
In case you haven?t noticed, there?s a growing movement in the financial services industry to improve customers? financial health?not just sell them something. Not only is this a higher level of service but
in the digital age, we predict improving consumers? financial well-being will be essential to differentiate your bank and create a competitive advantage.
Doctors Improve Physical Health ? We Must Improve Financial Health
I had an...
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