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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