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Banking on Experience powered by CRMNEXT

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