Have off-the-shelf financial wellness program fallen short of your expectations? High-fees and low-utilization caused client dissatisfaction? We're disrupting the traditional financial wellness program model and helping advisors drive new revenue with WellCents!
Creating successful retirement outcomes for employees is the mission of most employers and retirement advisors. WellCents helps you grow your business, and lets employees achieve their retirement goals and pursue financial well-being.
This video covered the following topics in detail:
- The challenge with status quo financial wellness programs
- What makes WellCents different
- How WellCents works
- How to increase plan revenue with WellCents
- Adding additional revenue streams with WellCents
Presenter:
- Jesse Taylor VP, Business Development
- Luke Vandermillen, New Business Development
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