Members-only webinar: Using Behavioral Science to Improve Coaching Retention

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Members-only webinar: Using Behavioral Science to Improve Coaching Retention

July 19, 2018 @ 2:00 pm - 3:00 pm

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Why do some people connect with financial coaching while others drop off? And what does it take to keep clients engaged so they can achieve their financial goals?

Those are some of the questions CBA partner, Local Initiative Support Corporation (LISC) has been asking about their Financial Opportunity Centers (FOCs). With generous support from MetLife Foundation, LISC teamed up with Duke University’s Common Cents Lab to analyze the behavioral science behind those dynamics. Duke talked to LISC staff and clients at 20 FOCs and unearthed a laundry list of potential deterrents, from public transportation woes and scheduling conflicts to feeling guilty at not completing a budgeting exercise. In all of that, one issue consistently rose to the top: The feeling that the participant’s goals were so far in the future that they were unattainable.

Join us for this webinar where Laura D'Alessandro of LISC and Emory Nelms of Commons Cents Lab will give an overview of the intervention and discuss the results from the impact analysis of the intervention. Take away insights to improve your client retention!

Presented by:

Laura D'Alessandro, Senior Program Officer, LISC

Emory Nelms, Senior Researcher, Common Cents Lab


July 19, 2018
2:00 pm - 3:00 pm
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