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Cracking the Code: Unraveling the Psychology Behind Employee Apathy in Employer Financial Wellness Programs

Virtual Event Virtual Event

February 13 @ 1:00 pm 2:00 pm America/New York

$49.00 Approved for 1 continuing education unit for the CFP® and AFC® certifications.


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This presentation delves into the evidence-based understanding of why employees often fail to engage with financial wellness programs. Financial planners and coaches will benefit from a comprehensive exploration of the psychological barriers backed by research and practical experience. We will dissect the root causes of employee apathy and offer a range of actionable strategies, supported by real-world examples, to empower financial professionals in effectively dismantling these barriers. By the end of this session, you’ll be equipped with the knowledge and tools to inspire active engagement, fostering improved financial outcomes for employees (your clients) within these employer financial wellness programs.

Learning Objectives:

After completing this webinar, financial professionals will be able to:

  1. Identify Psychological Barriers: Financial planners will be able to recognize and pinpoint the psychological barriers that lead employees to disengage from financial wellness programs, drawing on evidence-based insights and practical examples.
  2. Apply Evidence-Based Strategies: Attendees will acquire a toolkit of evidence-based strategies derived from research and real-world experience to effectively address these psychological barriers and re-engage employees in financial wellness programs.
  3. Design Tailored Engagement Plans: Financial planners will learn how to create personalized engagement plans that align with employees’ unique psychological profiles and financial needs, ensuring greater participation and success in financial wellness initiatives.
  4. Leverage Behavioral Psychology: Attendees will understand how to leverage principles from behavioral psychology to influence positive financial behavior change among employees, fostering improved financial well-being.