Originally recorded on Thursday, September 22, 2016
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If you’ve ever wished for an easier way to guide clients through important financial concepts, Money Mini-Posters are the tool for you.
They provide a client-centered, hands-on approach that encourages clients to establish healthy money habits in a manner and at a pace that makes sense for them.
Bonus! Download a free Money Mini-Poster sample with instructions below.
Topics Covered
Watch this video to learn how to start creating and using “Money Mini-Posters” and how they…
- Contribute to financial wellness.
- Maximize client engagement.
- Reinforce client work.
- Encourage commitment.
- Benefit you/your clients.
- Motivate and support financial behavioral change.
Free Money Mini-Poster Download
Below you can download a free money mini-poster (includes instructions) covering financial profiling. Six additional posters are available for purchase.
Written By Reeta Wolfsohn, CMSW
Webinar Recording: Creating, Engaging and Using “Money Mini-Posters” With Clients was originally published @ Center for Financial Social Work and has been syndicated with permission.
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