Enterprise Solutions
Your Top Talent is Financially Stressed (And it’s Costing You)
That high-performing real estate broker who just missed her quarterly target? The
promising corporate lawyer who's been "off his game" lately? The senior consultant who's
suddenly “phoning it in” and you hear whispers of job hunting?
Financial stress might be the hidden culprit.
When workers are concerned about money, they're distracted at work. Productivity drops.Mistakes increase. Turnover follows. The talent you invested the most in becomes flight risks.
Read more ⟶ The 5 Hidden Gaps Undermining Your Team's Performance
WealthShift™ for Organizations: Beyond Basic (and Forgettable) Financial Wellness
Most corporate financial programs push generic budgeting apps and retirement
calculators. WealthShift addresses what actually drives financial stress for high earners: the psychology behind their money decisions.
What you get:
Course licensing for your benefits package
Live workshops (virtual or in-person) tailored to your industry
Leadership integration connecting financial resilience to performance
Measurable outcomes in engagement, retention, and productivity
Why it works:
Hogan Assessment integration connects personality insights to money behaviors
Industry-specific content for real estate, legal, consulting, and other high-stakes sectors
Practical tools employees implement immediately
Ongoing support beyond the initial training
What Makes WealthShift™ Different
Most corporate financial wellness programs push budgeting apps and one-size-fits-all
literacy sessions. WealthShift™ goes deeper:
Hogan Assessment Integration: WealthShift™’s unique coaching integration connects workers’ values, motives, and derailers directly to personal financial behaviors.
Leadership Psychology: Aligns financial resilience with personal leadership growth.
Proven Systems: Practical, repeatable frameworks that your workforce can apply
immediately.
The Business Case Is Clear
Retention: Address a major but unspoken driver of turnover among top performers
Productivity: Reduce the distraction and errors caused by financial anxiety
Engagement: Employees who feel financially secure show up differently at work
Competitive Advantage: Offer a benefit that actually improves your people's lives