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Utilize a Financial Wellness Program to Win More Plan Business

How design, behavioral economics and today’s technology combine to
save advisors time and win more plans

About the Webinar:

Learn how a custom financial wellness program, designed for plan advisors and their clients, can win you more retirement plans. Join Matt Iverson, CEO at Retiremap, for a live webinar as he discusses creating the best financial wellness program to differentiate your practice and help you win more plan business.

Matt Iverson will touch on key findings from their Financial Wellness Insights research, as well as new behavioral economics ideas for sustaining employee engagement and enhancing advisor trust and accountability at scale through technology.

You’ll Learn:

  1. The four pillars of a successful financial wellness program
  2. New behavioral economics ideas to sustain engagement, build trust and increase efficiency
  3. How top advisors are using financial wellness to start new relationships with plan sponsors
  4. How advisors are fighting fee compression and improving client retention by offering financial wellness

Jason Chepenik

About Our Guest:

Matt Iverson has a deep belief that plan advisors, behavioral economics and technology will solve America’s saving crisis. He has worked in technology and personal finance since 2006. At around that time, he started collaborating with renowned behavioral economist Dan Ariely and based Retiremap on Prof. Ariely’s research. Under his product vision, Retiremap has won awards from Pensions & Investments and PSCA for financial wellness, mobile and behavioral economics.

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