How to Identify Employee Financial Needs: Insights for Wellness Programs

In this episode, we explore how financial wellness programs can go beyond assumptions to truly understand the needs of employees, members, or clients. Learn from Pete’s firsthand experience working with diverse demographics and leveraging real-time data to shape impactful financial resources. Discover how personalized coaching, data analytics, and listening to real struggles can guide the development of programs that resonate with varied audiences. Perfect for HR professionals, financial institutions, and wellness advocates looking to deliver tailored, effective financial wellness solutions! ▶ Get Amazing Money Stories here: https://geni.us/7SF6rDf ▶ How I Make A Six-Figure Income On YouTube Book: https://geni.us/UZ2bnyd ▶ How To Get Out Of Debt Fast Book: https://geni.us/HeWdQi1 ---------- DISCOVER FINANCIAL INDEPENDENCE: ▶ Podcast: https://geni.us/N79P5UC ▶ My Amazon Store: https://amzn.to/3rcRvrX ---------- IF YOU'D LIKE TO SHOW SOME LOVE: ▶ Buy My Book: https://amzn.to/3PpUsid ▶ Merch: https://geni.us/fsYNIkc FOLLOW MY OTHER SOCIAL MEDIA PLATFORMS: ▶ Instagram:   / expedition.money   ▶ Facebook:   / expeditionmoney   ▶ X:   / expeditionmoney   ▶ LinkedIn:   / expeditionmoney