Financial Advisors

Use the Walk-With Assistant to give your money management counseling services a cutting edge.

How can the Walk-With Assistant benefit my clients?

Schedule a WWA session that tracks your client’s luxury spending habits and asks about the predominant emotion driving the purchase.

• View the collected information prior to or during the patient’s scheduled appointment. 
• Slice it by the day, the week, hour of the day, or in other ways to easily spot patterns and identify common spending errors.

Schedule a WWA session that spells out the list of steps your client needs to complete to get their finances under control.  

• Use the dashboard reporting to track which steps have been completed as well as when they were completed.
• Instruct the WWA session to notify you upon completion of key tasks required to take your next steps on the case.

Schedule a WWA sessions that offer routine money management tips.

• Make a game of it for the client by multiple choice questions.  Regardless of whether or not they get the answer correct, you can instruct the WWA session to follow-up with additional educational material.

For example, “Which of the following most likely creates budget problems when shopping for groceries. 

A)  Grocery shopping without a specific list

B) Grocery shopping while hungry.

C) Grocery shopping immediately after work.

D) Grocery shopping without coupons.

Followed by:

While shopping with a list and with coupons can definitely help by focusing your purchases and reducing the overall cost, most people report that shopping for groceries while hungry creates the most problems.