Communication Financial Advisor Financial Counseling Seminar 
Fortune Financial
JANUARY 11, 2024
Maintaining this awareness is a continuous effort; keeping all employees up-to-date with regular communication about any changes or additions to the benefits is essential. Utilize Various Communication Channels Ensure that all channels are clear and free of jargon to make them accessible to all employees.
The Big Picture
JUNE 6, 2023
I’ve always thought of you as like a financial advisor, but on the show, It’s almost like you’re a therapist/counselor. I remember where I was, they emailed me and it said, would you be interested in sitting down for a meeting and also should we communicate through you, or do you have representation?
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