Keeping our employers and employees happy and supported throughout their careers is essential to the success of our organizations. So, how can we support our staff and organizations through financial wellness? And what does financial wellness entail as it relates to the workplace? Surya Kolluri, Managing Director of Retirement Research & Insights for Bank of America, will be joining the show to discuss the connection between financial wellness and the race for talent, as well as his advice for how businesses can support their teams moving forward.
What You’ll Learn In Today’s Episode
- The four areas that the Retirement Research & Insights Team at Bank of America focuses on. (2:25)
- How to understand the financial wellness of your employees. (4:50)
- How to support your employees where they’re at and set them up for success. (13:30)
Actionable Takeaway for HR Professionals
- Understand the needs of the diverse population. (23:05)
Actionable Takeaway for Executives
- The key to attracting, retaining, and growing talent is through holistic wellness. (21:55)
Ideas Worth Sharing
“We need to think about wellness as holistic wellness.” - Surya Kolluri Click To TweetResources In Today’s Episode
- Surya Kolluri: LinkedIn
- Bank of America Financial Life Benefits
- Financial Wellness Through a Diversity & Inclusion Lens
- 2021 Workplace Benefits Report
- PI Assessment
- Predictive Index
- Become a Talent Optimization Foundation Member
- Elevated Talent Consulting Coaching
- Elevated Talent Consulting Services
- Design | Elevated Talent Consulting
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