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The Leaders Championing the Financial Wellness at Work Movement
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The Leaders Championing the Financial Wellness at Work Movement

Dan Schawbel
Workplace Intelligence Weekly, 2020
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Everyday workers are facing levels of financial challenge that previous generations never knew. Leading employers now offer support through workplace financial wellness initiatives. Dan Schawbel, managing partner at the research and advisory firm Workplace Intelligence, interviewed five executives at the fore of the workplace financial wellness movement. He provides insights into the benefits of financial wellness programs for employees and their companies.

Take-Aways

  • Financial companies are increasingly offering workplace financial wellness programs to employees and clients.
  • Financial wellness programs help employees assess their own financial situation, improve their financial literacy, and gain access to tools and solutions.
  • Work programs that help employees manage their personal finances can improve workplace culture, boost productivity and revenue, and increase retention rates.

About the Author

Dan Schawbel is managing partner at research and advisory firm Workplace Intelligence; the author of Back to Human, Promote Yourself and Me 2.0; and the host of the podcast 5 Questions with Dan Schawbel.

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