GuidedChoice Announces Partnership with Financial Fitness Group

New Alliance Promotes Financial Wellness of the American Workforce Through GuidedChoice’s 3Nickels App Reno, NV – July 14, 2022 – GuidedChoice and its personal financial advice app, 3Nickels, is pleased to announce it has partnered with Financial Fitness Group, the leading provider of FINRA-compliant financial education content, in an effort to improve the financial wellness […]

What is the Value of Financial Education?

In these turbulent times, financial education is vital for ensuring the holistic development of personal growth; as well as development of trade and commerce in an economy. The problem of financial anxiety has been observed due to the lack of financial education that prevents individuals from living a sustainable and fulfilling life. Imagine honing the […]

Lead Generation Tools for Financial Service Advisors

The growth of any business depends on generating qualified leads. It’s important to have a strategy for generating leads through different strategies for financial service advisors. While there are many strategies, personalizing what works best for each advisor. Using the multi-channel approach with different tools and resources to attract prospects will help advisors move throughout […]

Why the Financial Services Industry Needs a Better Digital Foundation

Today’s pace of innovation and constant change heavily affects the financial services industry. To meet consumer demands, financial services leaders need to implement a more significant digital foundation to stay competitive. The first step to creating a more digital foundation in a financial services firm is to adopt technology collaboration. Today, digital technology is collaborative, […]

eLearnings Digital Enhancements for the Financial Services Industry

In today’s fast-paced society, the financial services industry is facing a massive transformation due to fluctuating consumer needs, economic demands, and industry competition. In an industry that changes often and has millions online, updating, continuing, and constant information is pertinent. Here’s where eLearning comes into action. The Costs of eLearning While there are many reasons […]

Engaging the Millennial Generation

The millennial generation is a hot topic in almost every conversation, especially ones involving finances. Millennials are analyzed on how they respond to certain situations; how they scrutinize certain outcomes, how they are disrupting the traditional workforce and the behavioral trends associated with each decision they make. This generation (born roughly between the 1980s and […]

Generation Z: Understanding Financial Behaviors

For years, generations have followed after one another, learning and observing similar financial behaviors, until now. The younger generations are testing these trends. The millennial generation and Generation Z (Gen Z) are breaking the economic norms and creating their financial paths. Understanding how the generations stand out from the rest is crucial to keeping your […]

5 Factors of Digital Presence for Financial Service Companies

A strong digital presence is no longer optional to gain a competitive edge in today’s marketplace. According to Statistica, the number of smartphone users worldwide in 2018 is projected to reach 2.52 billion, with 61.2% of the world population accessing the web from their mobile devices. To reach customers effectively, businesses, no matter the industry, […]

CEO Miguel D. Vasquez Published in Forbes

CEO Miguel D. Vasquez published via Forbes “The Future Of Financial Consumers Could Depend On Personalized Technology” – Read Full Article via Forbes Now Increased automation, artificial intelligence (AI) and innovative service options are promising personalized financial health services to every financial consumer. The perceived degree of financial confidence can engage many, especially those who […]