Tips to Increase Sales by Helping Your Clients to Achieve Mental & Financial Well-Being

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Join Jane Blaufus as she shares tips to help your clients achieve mental and financial wellness.

Personal finance gets into your client’s life, sleep, self-esteem, and relationships. 

In recent surveys, where they ask individuals what causes them stress, the answer that tops the charts is consistently personal finance. 

Now is your chance to play a significant role in helping your group and individual clients improve workplace performance and overall employee financial health. 

By helping your clients achieve mental and financial well-being it will translate into…  

  • Retaining clients
  • Up-selling clients
  • Obtaining introductions/referrals/appointments
  • Much more

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