29 min

Episode 39: Banking Isn’t Transactional — It’s Emotional Banking on Experience powered by CRMNEXT

    • Technology

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

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

29 min

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