Board Member Tricia Rothschild Featured on WealthManagement.com

Board Member and longtime Morningstar exec, Tricia Rothschild, has now departed Apex Fintech Solutions after less than a year formally with the firm. Apex Fintech Solutions, formerly Apex Clearing, is shuffling its leadership as the fintech firm prepares to go public by merging with blank-check company Northern Star Investment Corp. II, according to an announcement. Indeed, […]

Financial Fitness Group and the Iowa Insurance Division Create a Financial Literacy Program for State of Iowa Employees

The Save4Later Program was created in the partnership of The Financial Fitness Group and the Iowa Insurance Division to help State of Iowa employees learn more about their financial knowledge regarding retirement, saving, creating a financial roadmap, and much more. The program is created to be flexible and fit a user’s daily life and be […]

Joe Saari Discusses the Iowa Financial Fitness Challenge on Jon Leonetti in the Morning of Iowa Catholic Radio

On Thursday, July 23, 2020, Financial Fitness Group founder, Joe Saari, speaks on Jon Leonetti in the Morning about the Iowa Financial Fitness Challenge. The show is associated with Iowa Catholic Radio who is participating in the program. The Iowa Financial Fitness Challenge kicks off September 9, 2020, and is available to organizations in the […]

Joe Saari Founder & Chairman Financial Fitness Group is interviewed on Money Matters Podcast – Listen Now

Joe Saari Founder & Chairman Financial Fitness Group was recently interviewed in Money Matters podcast – Listen to the full podcast episode:  Player: https://lnkd.in/g8ARVGJ iTunes: https://lnkd.in/gakQYnG Sponsored by Money Matters Books: https://lnkd.in/dcAZmCV

Is Your Company Financially Fit? Joe Saari Presents on Bank Webinars

Learn how improving the financial know-how of your employees and customers can provide a triple benefit to your bottom-line. In today’s fast-paced market place, now more than ever savvy organizations are starting to understand that in order to get a competitive edge, we must build tremendous sales and service cultures. Covered Topics: Find out how […]

The Value of Financial Education for Entrepreneurs

Financial education is often an intimidating and challenging initiative for entrepreneurs to undertake. Yet it is vital for financial prosperity, economic sustainability, and mental health. Financial competency is pivotal in accessing capital and maneuvering through the peaks and valleys of business management. Since our inception, Financial Fitness Group (FFG) has spearheaded academic, unbiased financial literacy […]

Digital Transformation Brings Financial Education to the Forefront: Part 1

Why Digital Transformation is a Necessity for the Financial Service Industry Investing in digital technologies to accelerate marketplace position is no longer optional. It’s a requirement to get ahead. Digital technologies produced increased customer awareness, enabling research and broadening their options on how they can manage their money. As a result, financially educated customers are […]

Financial Fitness Group CEO Accepted into Forbes Finance Council

Forbes Finance Council is an Invitation-Only Community for Executives in Accounting, Financial Planning, Wealth and Asset Management and Investment Firms  SAN DIEGO, CALIFORNIA (May 1, 2018) – Precision Information, LLC., DBA Financial Fitness Group (FFG) (www.FinancialFitnessGroup.com), headquartered in San Diego, CA, who provides interactive financial education solutions for the financial services industry and Inc. 5000 […]

5 Ways to Boost Employee Retention with Financial Education

Employees are an organization’s most valuable asset. When employees feel empowered at their jobs through healthy work environments and opportunities, they are more committed, team-oriented and productive. But if an organization isn’t doing its part to create a positive culture, it puts its revenue and reputation at risk. There are a handful of tactics you […]