In short, we’d all be a whole lot happier.
And that would help the financial industry out too. Just think, if people felt more confident talking about their finances and more willing to share their financial experiences, financial services providers and advisers would find it a lot easier to build good relationships - and get more referrals and business through the door.
It’s a topic we need to be more upfront about.
We invited financial wellness coach Bola Sol onto the Upfront podcast for a frank and fearless conversation about our money mindset. She spoke about our relationship with money and how we can get more people talking about it (listen in full here).
During our chat, she revealed some hints and tricks that financial services businesses could use to gain trust, engagement and longer-lasting loyalty. Check them out: