S3 Ep6: Financial Advice For The 99%
S3 Ep6: Financial Advice For The 99%
An unfortunate reality of the financial advice industry is that it doesn't always help the 99%. On this episode of That... Read more
2 Sep 2021
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48mins
S3 Ep5: Why Employers Need To Offer Financial Wellness Programs
S3 Ep5: Why Employers Need To Offer Financial Wellness Programs
On this episode of That Makes Cents, we're talking about financial wellness programs in the workplace. Among the topics ... Read more
20 Aug 2021
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48mins
S3 Ep4: We All Need Financial Therapy
S3 Ep4: We All Need Financial Therapy
On Season 3, Ep. 4 of That Makes Cents: How advisors can incorporate financial therapy into their advice 11:58 Why peo... Read more
4 Aug 2021
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42mins
S3 Ep3: How Different Cultures Think About Money
S3 Ep3: How Different Cultures Think About Money
On this episode of That Makes Cents, we talk about different cultures think about, and spend, their money. Among the top... Read more
22 Jul 2021
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49mins
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S3 Ep2: Financial Literacy For Kids
S3 Ep2: Financial Literacy For Kids
On this episode of That Makes Cents, we talk with two companies that are actively working to increase financial literacy... Read more
6 Jul 2021
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34mins
S3 Ep1: What Is Financial Wellness, And How Do We Achieve It?
S3 Ep1: What Is Financial Wellness, And How Do We Achieve It?
On the Season 3 premiere of That Makes Cents: What is financial wellness, why is it so important right now, and how do w... Read more
18 Jun 2021
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38mins
S2 Ep7: Takeaways From Season 2 + Previewing Season 3
S2 Ep7: Takeaways From Season 2 + Previewing Season 3
It’s the Season 2 finale of That Makes Cents! Featured Guests: Val Rivera - Senior Product Marketing Manager, eMoney... Read more
30 Apr 2021
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27mins
S2 Ep6: How One Advisor Went Viral On Social Media
S2 Ep6: How One Advisor Went Viral On Social Media
On this episode of That Makes Cents, we're talking about social media and how advisors could and should be using it. ... Read more
16 Apr 2021
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42mins
S2 Ep5: Engaging With Clients And Prospects In Ways That Strengthen Your Brand
S2 Ep5: Engaging With Clients And Prospects In Ways That Strengthen Your Brand
On this episode of That Makes Cents, we're taking concepts applied in our last three episodes and applying them to clien... Read more
19 Mar 2021
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31mins
S2 Ep4: How Advisors Should Plan Virtual Events
S2 Ep4: How Advisors Should Plan Virtual Events
Even after life returns to normal, it’s unlikely that virtual events will go away entirely. Advisors who want to plan ev... Read more
26 Feb 2021
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28mins
