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Banking on Digital Growth Podcast

Transforming Financial Coaching: From Stigma to Strategy (with Marshall Moore)

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Brief Summary of Episode #360

Is financial coaching a path toward future growth at your bank, at your credit unit, your FinTech?

Are there strategic elements that need to be put in place before a financial coaching program can be developed and then expanded?

This episode of the Real Solutions series  highlights the transformative potential of financial coaching.

We'll dive into the challenges and opportunities of integrating genuine financial education into organizations, moving beyond mere product pitches to empower and educate communities financially.


Key Insights and Takeaways

  • Financial coaching and attention economy (5:00)
  • Building community in the digital world (10:17)
  • Creating a financial journey through content and curriculum (16:18)