Financial Wellbeing: help clients be happier, not just wealthier

About this webinar

Julie Lord and Chris Budd explore what Financial Wellbeing means. They present the theory of Financial Wellbeing, share research that has been built up over the years and demonstrate the value that can be added to client relationships by moving the conversation from creating wealth to creating happiness.

Learning objectives

During this webinar you will:

  • Learn what the term ‘Financial Wellbeing’ means
  • Learn how Financial Wellbeing interacts with other core elements of wellbeing
  • Understand how to feel confident talking about happiness rather than money as part of your Financial Planning Relationship
  • Receive practical advice and tips on how to improve clients’ wellbeing