Financial Wellness for All is a strategic consultancy that takes an integrated approach to addressing how wealth managers, bankers and insurers build a delivery model for the future that is re-oriented to focus on the financial health of customers. For too long, the industry has been siloed in its approach to helping households achieve their financial goals. Despite significant investments in CRM technology, data analytics, and staff training, firms continue to see customers primarily as owners of the financial products they sold them. I believe we need to move to a more integrated, healthy and open approach to household finances that (i) understands more fully the context of a household's financial situation and goals and (ii) measures the outcomes more accurately and transparently to provide feedback on progress.

Let's connect! Please email me at Gregory.Smith@finwellness.ca to begin our conversation.