January Success Story - financialfootprint, LLC

A great success story coming from the WEDnetPA partner - East Stroudsburg University featuring participating company: financialfootprint, LLC.

As a start-up business, credibility is crucial to building a client base.  In our case, establishing a team of competent accredited experts to provide one on one financial education and planning services is central to our value proposition.  For our team to be successful we must have them on a continuous training program updating skills and competencies.

The solution we require does not fit into a generic training prescription.  Our need is to tie personal finance technical knowledge with excellent communication, teaching and technology skills and competencies.  It requires a combination of internal and external training resources coordinated as an employee development program that we call “Personal Finance Guide” University. Our goal is to create the next generation of financial educators that focus on people’s needs, not trying to figure out how to sell a product.

The training curriculum we are advancing with the assistance from WEDnetPA specializes in ensuring (our employees) have baseline up-to-date knowledge of personal finance topics (debt & credit management, investing, insurance and budgeting) along with the social skills to deliver that knowledge to others in a one-on-one environment.  The education program has follow-up modules both as a refresher to original content and advancing key topics like ethics. 

The administrators at WEDnetPA helped us with three things that are now impacting the growth of our business:
  1. Clarifying what the WEDnetPA program can and cannot support
  2. Coaching us on how we can tie in the support to meet our business objectives
  3. Assisting with the application process to make it smooth and simple

The end result is a training curriculum that we otherwise might have struggled to afford and implement.