Increasing Financial Literacy: Tips to Educate and Engage Clients
Make sure all your clients are equipped to understand and follow your advice!
According to a recent study, a majority of Americans lack a basic understanding of finances and 50 percent don’t even have a rainy day fund.* A financially illiterate client is less equipped to value – and follow – your advice making it more difficult for you to do your job. You need a way to ensure all your clients have a high level of financial literacy so you can guide them toward the right decisions.
Download this white paper now for tips that can help you educate and engage clients. You will learn:
- How to leverage actionable statistics about financial literacy and common obstacles
- Tips and tricks to educate clients and overcome financial hurdles
- And more!
Discover how to be proactive with client education to ensure they are able to understand the recommendations you make and plans you create together!
*FINRA Investor Education Foundation, 2015
For agent or broker use only.
CRN-2455493-031019
