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Activate the Behavioral Edge

Fostering financial wisdom through relevant, engaging and shareable content that emotionally connects with your audience.

Take Content development
and strategy to new levels

Your content should not just “sound good,” but “feel right” to your target audience:

Inspire loyalty and advocacy: Build content that is contextually appropriate, consistent, empathetic, and responsible to spark preference and long-term connection.
Elevate beyond AI: While AI can generate content, FinWizdom develops strategies that take messaging from satisficing to optimizing—ensuring your materials don’t just “read well” but resonate, connect, and convert.
Drive customer value: When you connect with your audience emotionally, customer value increases by 52%, on average, compared with those who are merely satisfied.*
Improve learning outcomes: Gain retention in your training and development initiatives, including the creation of e-learning modules.
Boost engagement triggers: Strengthen calls-to-action and touchpoints such as automated messaging, email campaigns, and scripting.
Elevate marketing deliverables: Build impactful brochures, websites, blogs, articles, presentations, animated videos, infographics, podcast productions, and more. infographics, podcast productions and more.
When customers believe “you get me,” 77% are more likely to stick with your brand when missteps happen resulting from the increased trust.*

Take Behavioral Finance and financial wisdom to the next level within your organization and with your clients:

Help your leaders, employees, and clients understand concepts around behavioral economics that impact financial decision-making.
Attract more attendees to your next corporate or public event, team-building offsite, or virtual conference with more purposeful and unique topics for discussion.
Improve and enhance your training and development programs with a conversation that helps explain how behavioral variability impacts critical decision-making.
Facts to consider: Attendees of live presentations are 62.5% more likely to adopt the presented ideas within two years. Adults with higher financial literacy are nearly twice as likely to have emergency savings and 7× more likely to handle a $2,000 financial shock confidently.*

*Source 1, Source 2

The FinWizdom podcast series is free to the public, and sponsorship has its benefits:

Forge a meaningful relationship with your audience through an easily accessible communication channel.
Build loyalty in a medium that reaches a population that is higher than average in education, income, and fan base.
Promote your organization’s research and messaging through meaningful storytelling.
Show your support and advocacy for adult financial literacy.
Each episode is 20 minutes and promotes proactive listening—a time length studies have proven that people can learn and retain a new concept.