5 Pillars to Create Positive Social Impact, Grow Your Financial Service Business, Enhance Your Brand
Financial illiteracy is at epidemic proportions across the country. This situation affects more than just people’s finances – it influences their emotional state, relationships, overall well-being, and hope for the future. From a community standpoint, it has impact on local business revenues, tax collections, and the ability of financial services professionals to find qualified prospects.
People in financial services are often called to help others work toward more secure finances, but there’s only one of you. How can you make a lasting difference in the financial well-being of your community?
Opportunities for Financial Services Providers to Financially Empower Their Communities
This opportunity is about how you can make a simple but substantial difference in people’s lives in your community, while highlighting your business brand in a way that shows commitment to creating a legacy of positive change for today’s and future generations.
The objective of this financial wellness campaign is to help those in financial services balance their social impact and business goals. Providing financial service professionals with a measurable return ensures that we can scale financial wellness programming to serve communities across the country.
How the Financial Wellness Campaign Solves Your Major Marketing Challenges and Empowers Your Community
Pillar 1) Social Impact
The NFEC conducts financial literacy programming and donates resources on your behalf to beneficiaries in your community. As an accredited education organization, our resources lead the industry and are designed to help people work toward more secure financial futures. These materials are used to help local organizations build financial literacy education programming that can scale and support families that want to improve their financial knowledge.

Pillar 2) Brand Enhancement
Opportunities to enhance your brand positioning are provided through this campaign. The campaign distinguishes you from the competition, demonstrates your community leadership, and helps build trust with prospective clients. Adding ‘financial wellness’ and ‘social impact company’ to your brand positioning demonstrates your commitment to helping your neighbors work toward financial wellness.

Pillar 3) Awareness
Social impact objectives and your business goals rely on campaign awareness. A high-profile advertising, promotions, and public relations campaign is conducted to raise awareness about the resources available and your role in bringing this campaign to your community. The NFEC provides a cohesive awareness campaign that includes:

Pillar 4) Relationships
We develop relationships and give you ways to interact with stakeholders through regular communications and personal engagement (promotion participation, speaking, networking).

Pillar 5) Client Retention & Loyalty
There is a direct relationship between our ability to get financial wellness into communities and helping your client retention efforts.
