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Fostering financial wisdom through relevant, engaging and shareable content that emotionally connects with your audience.

Invite the “BeFi” Guy
to your next event

Take Behavioral Finance and financial wisdom to the next level within your organization and with your clients:

Help your leaders, employees, and clients understand concepts around behavioral economics that impact financial decision-making.
Attract more attendees to your next corporate or public event, team-building offsite, or virtual conference with more purposeful and unique topics for discussion.
Improve and enhance your training and development programs with a conversation that helps explain how behavioral variability impacts critical decision-making.
Facts to consider: 83% of HR professionals reported that personal financial challenges had an impact on employee performance and more than 1 in 4 Americans (27%) admit not paying bills on time.*

Your content should not just “sound good,” but “feel right” to your target audience:

Build content that is contextually appropriate, consistent, empathetic and responsible helps to inspire loyalty, advocacy, and preference.
When you connect with your audience emotionally, customer value increases by 52%, on average, than those who are just highly satisfied.*
Improve retention in your training and development initiatives, including the creation of e-learning modules.
Boost the impact of your calls-to-action and engagement triggers such as automated messaging, email campaigns, and scripting.
Strengthen deliverables including brochures, websites, blogs, articles, presentations, animated videos, infographics, podcast productions and more.
When customers believe “you get me,” 77% are more likely to stick with your brand when missteps happen resulting from the increased trust.*

The FinWizdom podcast series is free to the public, and sponsorship has its benefits:

Forge a meaningful relationship with your audience through an easily accessible communication channel.
Build loyalty in a medium that reaches a population that is higher than average in education, income, and fan base.
Promote your organization’s research and messaging through meaningful storytelling.
Show your support and advocacy for adult financial literacy.
Each episode is 20 minutes and promotes proactive listening—a time length studies have proven that people can learn and retain a new concept.