Bridging the Gap: Building a Community of Financial Well-being


2017 AFCPE® Research and Training Symposium


AFCPE Pre-Symposium and FTA: Monday, November 13 - Wednesday, November 15
AFCPE Symposium: Wednesday, November 15 - Friday, November 17
Schedule Subject to Change

Title: Getting Clients to Come Back: Using Visual Cues to Improve Client Retention
Friday, November 17th, 2017
Financial coaching has proven benefits when clients engage with a coach for multiple sessions. Why then can it be difficult for coaches to build long-term relationships with their clients? This session will explore one path towards building client retention using the lens of behavioral economics and will look at how long-term goals can be presented in a tangible, visual way to help clients connect current activities with future reward. LISC and Commons Cents Lab will share the process behind this study and discuss the implementation and early results during the session.



Back to Top