The Elusive ROI of Financial Wellness

When contemplating a financial wellness program one of the first questions people ask is “What will the ROI be?” It’s an important question, but it’s not the first question that should be asked.   

Instead, it should be “What outcomes are we trying to achieve?” It’s impossible to establish a meaningful ROI without a clear understanding of the outcomes. When those are clearly defined, accurate ROI becomes easier to formulate.


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