Webinar Recording: Creating, Engaging and Using “Money Mini-Posters” With Clients

Originally recorded on Thursday, September 22, 2016

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If you’ve ever wished for an easier way to guide clients through important financial concepts, Money Mini-Posters are the tool for you.

They provide a client-centered, hands-on approach that encourages clients to establish healthy money habits in a manner and at a pace that makes sense for them.

Bonus! Download a free Money Mini-Poster sample with instructions below.

Topics Covered

Watch this video to learn how to start creating and using “Money Mini-Posters” and how they…

  • Contribute to financial wellness.
  • Maximize client engagement.
  • Reinforce client work.
  • Encourage commitment.
  • Benefit you/your clients.
  • Motivate and support financial behavioral change.

Free Money Mini-Poster Download

Below you can download a free money mini-poster (includes instructions) covering financial profiling. Six additional posters are available for purchase.

Written By Reeta Wolfsohn, CMSW

Webinar Recording: Creating, Engaging and Using “Money Mini-Posters” With Clients was originally published @ Center for Financial Social Work and has been syndicated with permission.

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