Upstreaming Financial Services

Upstreaming Financial Services

By: Cynthia Campbell, MBA, MEd, CUDE, Chief Experience Officer

There is a parable used in the healthcare industry that has changed the way I think about serving people. I would like to share this parable, which I heard told by Dr. Rishi Manchanda, the founder of HealthBegins, in a TedTalk called, “What is an Upstreamist in…

Knowledge Begets Confidence

Knowledge Begets Confidence

By: Meaghan Hiller, AFC®, Director of Financial Education

How do you foster your employees’ confidence to love their job? Help them build upon their current skills and learn new ones, increase the “tools in their toolbox,” empower them with knowledge and strike up a new spark in how they approach their day-to-day. In two words…

Are Your Members Financially Healthy?

Are Your Members Financially Healthy?

By: Cynthia Campbell, MBA, MEd, CUDE, Chief Experience Officer

When I first heard of the Financial Health model created by the non-profit, Financial Health Network (formerly CFSI), I was thrilled. This framework offers four main pillars of financial health and under each pillar, there are two indicators. It is beautifully simple. They offer…

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