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Welcome to Wealth Administration RPA Conversations, the place Fred Barstein, contributing editor for WealthManagement.com RPA Edge and CEO at TRAU, TPSU and 401kTV, talks with trade leaders prematurely of the Wealth@Work convention.
Right this moment, Fred talks to Jennifer Rayner, founding father of Moniwell & Lauren Loehning, accomplice at Retirement Influence and advisory board member at Moniwell. Each are energetic RPAs and audio system on the Wealth@Work convention.
Their session is entitled, “Secret Sauce: An Engagement Story.” Monetary literacy doesn’t transfer the needle on monetary habits. This isn’t as a result of monetary literacy is in and of itself ineffective, the issue is that monetary literacy is coming earlier than emotions of economic empowerment and intrinsic motivation. This session will evaluate present analysis on monetary literacy, monetary habits, and alter principle. Monetary literacy packages could possibly be extra highly effective in the event that they began with emotions as an alternative of info and figures.
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