When Client Communication Changes Lives
Discover how an AFCPE® membership resource helped an AFC expand his reach and educate others.
See the many ways we equip financial professionals with the tools to impact communities through our case studies.
Challenge At a Glance:
- Expanding awareness to advance financial education.
- Increasing access to services for individuals seeking financial stability.
Results At a Glance:
- 60% rise in individuals accessing financial counseling Employee Assistance Programs (EAPs).
- 50% growth in community engagement inquiries.
- Improved EAP sustainability through enhanced participation.
The Challenge:
Bret Anderson, an AFCPE member and AFC, wanted to incorporate financial wellness into his psychological practice. He joined an EAP to support this transitional approach; however, he was underwhelmed by the impact it was having on expanding financial counseling opportunities.
The Solution:
Bret received an email from ACFPE announcing the creation of the Value of an AFC flyer, which included fillable fields designed to educate the public on his unique financial counseling services. He sensed that this free resource could simplify community outreach and get him in front of people in need of financial counseling. He personalized the flyer and shared it with EAP authorization managers.
“I immediately knew AFCPE’s flyer was the promotional tool I was looking for. I am now able to help more people achieve financial stability, enabling them to focus on building fulfilling careers and relationships.”
The Results:
- 60% increase in individuals accessing financial counseling through EAP programs.
- Significant growth in community engagement and participation in financial education sessions.
- Strengthened sustainability of educational initiatives through increased program utilization.
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