About Financial Wellbeing – Financial Wellbeing Pulse https://www.financialwellbeingpulse.com Fri, 05 Apr 2024 16:34:13 +0000 en-GB hourly 1 https://wordpress.org/?v=7.0.3 What is financial wellbeing and why should I measure it? https://www.financialwellbeingpulse.com/faq-items/what-is-financial-wellbeing-and-why-should-i-measure-it/ https://www.financialwellbeingpulse.com/faq-items/what-is-financial-wellbeing-and-why-should-i-measure-it/#respond Mon, 27 Nov 2023 17:02:39 +0000 https://www.financialwellbeingpulse.com/?post_type=avada_faq&p=2187

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).

]]> https://www.financialwellbeingpulse.com/faq-items/what-is-financial-wellbeing-and-why-should-i-measure-it/feed/ 0 I’m new to financial wellbeing – where can I find out more? https://www.financialwellbeingpulse.com/faq-items/im-new-to-financial-wellbeing-where-can-i-find-out-more/ https://www.financialwellbeingpulse.com/faq-items/im-new-to-financial-wellbeing-where-can-i-find-out-more/#respond Mon, 27 Nov 2023 17:02:32 +0000 https://www.financialwellbeingpulse.com/?post_type=avada_faq&p=2186

If you’d like to know more about financial wellbeing you might find the following resources useful.

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