What is financial wellbeing and why should I measure it?

Financial wellbeing is a broad topic about the relationship between money and happiness. 

Measuring your clients’ financial wellbeing will enable you to help the client improve their relationship with money. This is likely to lead to the client be more engaged with their financial plan.  This in turn leads to happier clients, increased client loyalty, and great client referrals (according to research by Aegon).