The New Retirement Narrative

And What Plan Advisors Need To Know

Doing Well by Doing Good:

The Key Role of Financial Wellness Technology

in Digital Transformation for Advisors

Financial services are redefining their digital strategy, and retirement advising is no exception. As consumer demand for a digital experience that puts them at the center of a comprehensive  financial planning process accelerates, financial wellness technology plays a key role in digital transformation in helping plan advisors improve outcomes for participants while retaining and even growing their business. Learn how your firm can do well by doing good.

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ABOUT THE AUTHOR

Martha Brown Menard, PhD

Martha Brown Menard, PhD is the senior researcher and data diva for Questis. An award-winning researcher and author, Dr. Menard is a financial wellness coach and a member of the Association for Financial Counseling and Planning Education. A guest lecturer at Georgetown University who speaks frequently about women and financial wellness, she is passionate about democratizing personalized financial guidance through scalable and configurable technology.

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