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.

  • Donations in Your Name – We supply financial education resources to organizations in your community.
  • Personnel to Support – NFEC team members help to build and support development of scalable financial wellness programming.
  • Community Resources – Financial literacy resources for all ages are provided to community members, your leads, and your clients.
  • Impact Measures – Report that tracks and measures the community impact of the financial wellness programming.

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.

  • Leadership Branding – Advisory Board positions and features across promotions.
  • Online Presence – High-profile optimized mentions on website and resource hub.
  • Expert Positioning – Topic-based articles written and published for you.
  • Organization Feature – Highlight your organization’s involvement.
  • Alignment with NFEC – Align with leading financial wellness organization.

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:

  • Advertising – We conduct and manage comprehensive campaigns.
  • Personal Network Social Marketing – Highlights your status to your network.
  • Public Relations – Direct media outreach, press releases, and story nurturing.
  • Online SEO – Your name, organization, and relevant keywords.
  • Monthly Promotions – Advocacy-based campaigns promote financial empowerment.
  • Contacts Marketing – Resources and communications you can share with your contacts.
  • Direct Outreach – Emails and phone calls to centers of influence in your community.
  • Social Media – Promote your participation on our national social media pages.
  • Remarketing – Professional and targeted ads to prior website visitors.
  • Activation – Resources for you or your team to conduct joint concurrent promotions.

Pillar 4) Relationships

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

  • Regular Communications – Highlight your championship of this campaign and offer opportunities for you to connect with people at different life stages.
  • Beneficiary Organizations – Direct outreach to nonprofit organizations, small businesses, schools & universities, military & veterans, first responders, community groups (youth sports teams, adult education groups, etc.).
  • Local Centers of Influences – Personal outreach to local government, Chamber of Commerce, media relationships, colleges, and partner organizations.
  • Advocacy Outreach – We lead monthly advocacy promotions to promote the campaign and your brand.
  • Facilitate Engagement – Participation and engagement with resources that highlight your brand.

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.

  • Communication Cycles – Prebuilt cycles that bridge the campaign with your clients.
  • Education Resources – Our full library of resources is available to you to share with your clients.
  • Referral Nurturing – Materials and training to increase the number of referrals from the campaign to your company.
  • Presentation Resources for Presentations – Use the provided resources to host workshops, webinars, and lead other education events.

Help Us Reach Every Community with Financial Education – We Reciprocate by Providing You Benefits that Address Many of Your Core Business Objectives.

Popular Articles: Additional Topics of Interest for Financial Service Professionals

Brand Positioning that Stands Out Above Your Competitors

Be the ‘Financial Wellness’ provider your neighbors think of first for their Financial Service needs. A subtle shift in brand can yield long-term returns.

Join Our State Financial Education Advisory Board

Feel a passion for encouraging financial wellness and want to share your expertise to support your community to work toward greater financial security? Join our Advisory Board.

Solve Your Major Marketing Challenges by Answering the Call to Public Service

Help us reach every corner of America with financial education programming. We reciprocate by giving you a comprehensive, omnichannel marketing campaign.

Corporate Social Responsibility Managed Programming

Fulfill your Corporate Social Responsibility (CSR) objectives and create a measurable social impact in targeted geographic communities.

Supporting the Business Growth of Our Financial Service Partners

How financial service providers can grow their businesses by making a substantial difference in people’s lives in their communities.