Workplace Financial Wellness:
All Systems Go or Failure To Launch?

Episode Guest:

Christopher M. Whitlow
Founder & CEO
Edukate, Inc.
The podcast series where employers find candid, in-depth interviews with industry experts, new best practices and valuable perspectives on current events. 
Recap, highlights, and my thoughts

Believe it or not, but it has been over six months since we have tackled about financial wellness on the podcast. Today, Chris Whitlow, the Founder & CEO of Edukate, address the red hot topic. In our conversation today we tackle an interesting thought on financial wellness, despite nearly everyone talking about it, are employers actually embracing it? We share some thoughts on that along with four steps to start an effective financial wellness program, if financial wellness is a product or process, how to evaluate VOI & ROI and thoughts for employers to knock down silos between their physical wellness and financial wellness programs and embrace a program based on overall wellbeing. 

 

Chris and I also had a few good laughs as he picked away at my compound questions..

Thanks for listening! 

Sincerely Your Host, 

Rick Unser

Guest Bio

Chris Whitlow is the founder and CEO of Edukate, a workplace financial wellness provider on a mission to give every person access to expert financial guidance. Chris works with the Edukate team to solve problems that ease the financial stress most Americans experience each day. Using cutting edge technology, Edukate helps employers provide the best financial wellness benefits, thus helping employees manage their financial stress, increase their productivity, and live happier, healthier lives.

 

Prior to starting Edukate, Chris spent 10 years as an institutional retirement plan consultant for UBS and Morgan Stanley, managing over $2.5 billion in Institutional Assets, servicing more than 50,000 participants.

 

In 2006, Chris built the Regent Crown Group, a fiduciary consulting firm, which notably provided the highest standard of fiduciary care prior to the formation of the Pension Protection Act. Regent Crown transitioned to UBS in 2008.

 

Chris has earned the CRPS® designation from the College for Financial Planning in 2009 and the AIFA® designation from the Center for Fiduciary Studies in 2006. Additionally, he has completed level I of the Chartered Financial Analyst Exam and studied music and theatre at the American Musical and Dramatic Academy in New York.

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