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.