Episode 101
Empowering Financial Wellness and Building Lasting Partnerships! - Vince Shorb
Join us as we welcome Vince Shorb, a distinguished financial expert and advocate dedicated to forging impactful partnerships between service providers and wellness-focused organizations. With a remarkable career spanning over 15 years in the financial services industry, Vince has positively impacted the lives of more than 20,000 individuals, transforming their financial well-being. 🤝🌍
Currently serving as the esteemed CEO of the National Financial Educators Council (NFEC), Vince stands at the forefront of the battle against financial illiteracy. Leading a passionate organization, he focuses on empowering people to develop successful financial habits through personalized, one-on-one services. As a Certified B Corporation and an Accredited IACET company, Vince has spearheaded the development of educational programs adopted by the top 20 revenue-generating financial companies in the United States. 📚💡
With a client base encompassing 1,400 organizations of all sizes, Vince collaborates closely with financial service providers to cultivate financial success and make a meaningful impact on the financial wellness of their clients. His unwavering mission is to provide value to partners and communities through localized education initiatives. Through cause-based campaigns, Vince empowers businesses to achieve their goals while making a positive difference in the communities they serve. 💪✨
Get ready to delve into captivating discussions with Vince Shorb, where he shares his insights, strategies, and expertise on financial wellness, partnership building, and community empowerment. Discover how to create lasting value in your financial endeavors and make a meaningful impact on the lives of others! 💼💰
Welcome to The Real Estate Marketing Podcast, where we bring you industry leaders like Vince Shorb to uncover the secrets to financial success, partnership development, and community enrichment. Stay tuned for enlightening conversations and actionable insights from Vince, a true champion of financial wellness and empowering partnerships! 🎙️🌟
Empowering Financial Wellness and Building Lasting Partnerships with Vince Shorb
In this video, Jerome Lewis interviews Vince Shorb, CEO of the National Financial Educators Council (NFEC). Vince discusses his journey from real estate to financial services, emphasizing the importance of financial literacy, education, and building strong community partnerships.
Conclusion
Vince Shorb highlights the critical role of financial education in empowering individuals and improving financial wellness. By partnering with financial service providers and focusing on high standards of education, Vince aims to combat financial illiteracy and create lasting positive impacts on communities.
Key points
🎯 Vince Shorb's Background: Over 15 years in financial services, impacting over 20,000 individuals, and serving as CEO of NFEC.
📈 Importance of Accreditation: NFEC is one of the few accredited providers in the financial education industry, elevating standards to those of schools and colleges.
📊 Combating Financial Illiteracy: Emphasizes the widespread issue of financial illiteracy and the need for high-quality education.
🛠️ Journey from Real Estate: Transitioned from real estate investments to financial services after facing personal financial challenges.
📚 Educational Programs: Developed programs used by top financial companies, serving over 1,400 organizations.
🚀 Proactive Education: Focuses on educating individuals before they face financial problems, rather than applying quick fixes.
💬 Real Estate and Financial Services: Explains the broad category of financial services, including financial advisors, CPAs, realtors, and mortgage brokers.
🔍 Targeted Education: Advocates for using technology and automation to provide targeted financial education to clients.
🧠 Continuous Learning: Stresses the importance of continuous learning and adapting to changes in the financial landscape.
🤝 Community Engagement: Encourages professionals to engage with their communities through financial education and cause-based marketing.
Summary
- Introduction: Jerome introduces the podcast and Vince Shorb, highlighting his background and expertise in financial education.
- Accreditation and Standards: Vince explains NFEC's accreditation and the importance of setting high education standards in financial literacy.
- Combating Financial Illiteracy: Discusses the widespread issue of financial illiteracy and the need for comprehensive education.
- Journey from Real Estate: Shares his transition from real estate to financial services, driven by personal financial challenges.
- Educational Programs: Developed programs used by top financial companies, serving over 1,400 organizations.
- Proactive Education: Focuses on educating individuals before they face financial problems, providing long-term solutions.
- Real Estate and Financial Services: Explains the broad category of financial services, including financial advisors, CPAs, realtors, and mortgage brokers.
- Targeted Education: Advocates for using technology and automation to provide targeted financial education to clients.
- Continuous Learning: Stresses the importance of continuous learning and adapting to changes in the financial landscape.
- Community Engagement: Encourages professionals to engage with their communities through financial education and cause-based marketing.
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