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Help Your Clients Become Savers and You will Empower Them to Create a Secure Financial Future

financial matters

A secure financial future is rooted in savings. When you help your clients understand that financial truth, you are one step closer to helping them find their way to financial wellbeing. Just that understanding, however, is not enough for your clients to take control of their money and their lives. Understanding must be followed with action, and in today’s blog post, we’ll review some action steps which will help your clients become savers and create a secure financial future.

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Why Your Financial Education Support Groups Should Drop the Traditional Financial Education Model

Woman talking to group of people in a circle

Financial education support groups are an excellent option for empowering your clients to make long-lasting financial behavioral changes. Unfortunately, the format of most of these support groups are based on an failed financial education model. In today’s blog post, we will look at the differences between the traditional financial education model and the Financial Social Work model. And in looking at those differences, it will be clear that the FSW model is the clear choice for financial education support groups which have the goal of empowering your clients to achieve long-lasting financial wellbeing.

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Learn How to Support Your Clients as They Manage Financial Stress

young couple worried at home in stress accounting bank payments

Are you aware how financial stress affects your clients’ wellbeing? Are you even aware how stress – both daily stress and financial stress – affects your own wellbeing? If you are not handling your own stressors, then you can’t be effective at helping your clients understand or take action to deal with their financial stress.

To learn more about financial stress, its negative effects on your clients mental, physical and fiscal health, and ways you can support your clients in managing their stress, you are invited to join us for a free webinar titled How Financial Stress Impacts Wellbeing. Sign up here for the free webinar which takes place Thursday, June 25th at 2:00 PP ET. All individuals who register will also receive a free recording of the webinar.

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10 Tips to Help Your Clients Create Positive Change in Their Lives

counselor talks to woman in office

Helping your clients create positive change in their lives is an essential aspect of empowering those clients to achieve long-term financial behavioral change and financial security. As your clients see positive changes in other aspects of their lives – no matter how small – they will, in turn, begin to believe in themselves. Belief in oneself is the essence of self-empowerment, and it gives your clients the confidence that they do have the inner strength and the ability to take back control of their money and their lives.

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You’re Invited to Participate in Our Founder’s Interactive Session at the 2015 World EAP Conference

EAPA's 2015 World EAP Conference logoThe Center for Financial Social Work is excited to announce that our founder Reeta Wolfsohn, CMSW will host a speaking session at EAPA’s 2015 World EAP Conference in San Diego, California. Reeta’s interactive session titled EAP Taking the Lead in Financial Wellness is scheduled for Wednesday, September 30th at 4:00 PM to 5:15 PM. We hope you will make plans to attend and participate in this valuable session hosted by Reeta Wolfsohn, CMSW.

EAP Taking the Lead in Financial Wellness

This interactive session will identify the basics of a financial wellness program and explain its relevance to the work of EAP. Attendees will learn how addressing the financial component of wellbeing contributes to personal growth, improved financial circumstances, overall wellbeing and sustainable, long-term change.

In the session, Reeta will share tools and resources to help employees cope with the stress and anxiety of financial problems. The workshop will also demonstrate how using a holistic financial wellness program helps employees improve their lives at home/work, reduces the historically negative impact employees’ financial problems have on a company’s bottom line and makes EAP even more pertinent.

  • Title: EAP Taking the Lead in Financial Wellness (0930-4d-230)
  • Date: Wednesday, September 30, 2015
  • Time: 4:00 PM – 5:15 PM

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Use This Strategy to Build Rapport, Trust and Motivate Change in Your Clients

Anxious Woman Talking To a Counsellor

Building rapport and trust with your clients is vital to motivating change in those clients. In today’s blog post we share a strategy that is effective for meeting all three of those objectives – building rapport, gaining trust and motivating change. More specifically, we will introduce you to a strategy you should use during the precontemplation and contemplation stages of change – a time where your clients tend to be more difficult to engage.

What is this strategy to help you motivate financial behavioral change in your clients even when they may be showing signs of not being ready to change or contemplating change but unwilling to take action? The strategy we recommend during these two stages is reflective listening. And using reflective listening during these two stages of change is important because it meets your clients where they are in terms of their readiness to change.

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The Money Mission Statement – Empowering Your Clients to Make Financial Behavioral Change

Mature Couple Meeting with Financial Advisor

How does a money mission statement help your clients connect with their money and, in turn, improve their relationship with their money? In the Financial Social Work certification, you will learn that It is your relationship with your money that drives your financial behavior, and it is your financial behavior which ultimately shapes your financial circumstances.

This is an important concept not only for you to understand, but also one which must be adapted by your clients if they are to achieve lasting, long-term financial change and financial freedom. One tool you discover in both our certification program and our Financial Support Group materials which you can share with your clients to help them take the necessary steps to make this critical connection and achieve their financial goals is the money mission statement.

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