Episode 39: Banking Isn’t Transactional — It’s Emotional

Dec 20, 2020

Financial health is about your money. Financial well-being, however, is about your emotional relationship with money.

People are emotional beings. Sometimes our financial well-being matters more than our financial health.

In this episode, I interview Jennifer Robison, Senior Editor at Gallup, and Anson Vuong, Managing Partner at Gallup, about focusing on financial well-being.

What we talked about:

• The emotional economy
• 3 things that people want to feel after a banking transaction
• Positioning yourself as a trusted advisor in a relationship