27 min
Why Americans Are Re-Evaluating Work with Jacquelyn Reardon WealthTech on Deck
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- Investing
In a recent study by Franklin Templeton, U.S. workers are re-evaluating their relationship with their employers and the benefits they receive at work. The study found that workers are increasingly interested in non-traditional benefits and the need across the full spectrum of financial resources.
In this episode, Jack talks with Jacquelyn Reardon, Head of Retirement & Insurance Marketing at Franklin Templeton. In her role, Jacquelyn manages a team of marketing specialists to implement strategies for distribution channels associated with U.S. retirement and insurance businesses. She also deploys resources that drive marketing results while reinforcing process best practices, developing talent, and managing the budget.
Jacquelyn talks with Jack about Franklin Templeton's Voice of the American Worker survey, its outcome, and how the company responded to its results.
Key Takeaways
[00:51] - Jacquelyn's role at Franklin Templeton.
[01:43] - What the Voice of the American Worker survey is about.
[03:35] - The four key takeaways from the Voice of the American Worker study.
[04:40] - Why American workers are re-evaluating their work and expectations of employers.
[09:47] - How workers are focusing more on financial independence than traditional retirement.
[12:51] - What respondents think about hyper-personalization.
[14:56] - Workplace as the lobby for wealth management.
[16:12] - Why workers seek to improve their financial wellbeing.
[18:58] - A need for financial health improvement.
[22:25] - How Franklin Templeton responded to the survey results.
[24:50] - Jacquelyn's three key takeaways from the research on American workers.
[25:59] - What interests Jacquelyn outside of work.
Quotes
[06:16] - "Fifty-five percent of people have said it's not just that they've left or considered leaving, but seeing other colleagues consider leaving or leaving has made them reassess what they want from employers." - Jacquelyn Reardon
[18:13] - "Seventy-six percent of people, as it relates to student loan debt, said that they would've made different educational choices if they had realized how much debt they would get into." - Jacquelyn Reardon
[20:30] - "There's an opportunity for employers to take that holistic view of wellbeing and put some incentives and resources in place." - Jacquelyn Reardon
Links
Jacquelyn Reardon on LinkedIn
Franklin Templeton
Morgan Stanley
Goldman Sachs
Jenny Johnson
Tiburon Strategic Advisors
Connect with our hosts
LifeYield
Jack Sharry on LinkedIn
Jack Sharry on Twitter
Subscribe and stay in touch
Apple Podcasts
Spotify
LinkedIn
Twitter
Facebook
In a recent study by Franklin Templeton, U.S. workers are re-evaluating their relationship with their employers and the benefits they receive at work. The study found that workers are increasingly interested in non-traditional benefits and the need across the full spectrum of financial resources.
In this episode, Jack talks with Jacquelyn Reardon, Head of Retirement & Insurance Marketing at Franklin Templeton. In her role, Jacquelyn manages a team of marketing specialists to implement strategies for distribution channels associated with U.S. retirement and insurance businesses. She also deploys resources that drive marketing results while reinforcing process best practices, developing talent, and managing the budget.
Jacquelyn talks with Jack about Franklin Templeton's Voice of the American Worker survey, its outcome, and how the company responded to its results.
Key Takeaways
[00:51] - Jacquelyn's role at Franklin Templeton.
[01:43] - What the Voice of the American Worker survey is about.
[03:35] - The four key takeaways from the Voice of the American Worker study.
[04:40] - Why American workers are re-evaluating their work and expectations of employers.
[09:47] - How workers are focusing more on financial independence than traditional retirement.
[12:51] - What respondents think about hyper-personalization.
[14:56] - Workplace as the lobby for wealth management.
[16:12] - Why workers seek to improve their financial wellbeing.
[18:58] - A need for financial health improvement.
[22:25] - How Franklin Templeton responded to the survey results.
[24:50] - Jacquelyn's three key takeaways from the research on American workers.
[25:59] - What interests Jacquelyn outside of work.
Quotes
[06:16] - "Fifty-five percent of people have said it's not just that they've left or considered leaving, but seeing other colleagues consider leaving or leaving has made them reassess what they want from employers." - Jacquelyn Reardon
[18:13] - "Seventy-six percent of people, as it relates to student loan debt, said that they would've made different educational choices if they had realized how much debt they would get into." - Jacquelyn Reardon
[20:30] - "There's an opportunity for employers to take that holistic view of wellbeing and put some incentives and resources in place." - Jacquelyn Reardon
Links
Jacquelyn Reardon on LinkedIn
Franklin Templeton
Morgan Stanley
Goldman Sachs
Jenny Johnson
Tiburon Strategic Advisors
Connect with our hosts
LifeYield
Jack Sharry on LinkedIn
Jack Sharry on Twitter
Subscribe and stay in touch
Apple Podcasts
Spotify
LinkedIn
Twitter
Facebook
27 min